Plan Snapshot
- Plan Sponsor: Shannon & Wilson, INC.
- Sponsor EIN: 910745357
- Sponsor Address: PO BOX 300303, SEATTLE, WA, 981038600
- Plan Type: 401(k)
- Total Participants: 373
- Total Assets: $129.9M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 373 | $129.9M | $2.3M | $3.7M |
| 2023 | 358 | $116.4M | $2.2M | $3.3M |
| 2022 | 330 | $94.4M | $944,176 | $2.8M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| VWC, PS | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $143,963 | $111,838 | — | — | — |
| 2023 | $89,055 | $81,293 | — | — | — |
| 2022 | $101,644 | $96,898 | — | — | $4,746 |