Plan Snapshot
- Plan Sponsor: Shaub-Ellison Company
- Sponsor EIN: 910722550
- Sponsor Address: 1117 BROADWAY PLAZA, SUITE 500, TACOMA, WA, 98402
- Plan Type: 401(k)
- Total Participants: 164
- Total Assets: $12.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- 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 | 164 | $12.7M | $425,000 | $253,878 |
| 2023 | 131 | $11.3M | $400,000 | $249,979 |
| 2022 | 129 | $9.8M | $500,000 | $238,474 |
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 |
|---|---|---|---|---|
| UNITED STATES X ADVISORS WA CPAS 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 | $52,304 | $27,827 | — | — | — |
| 2023 | $44,319 | $24,312 | — | — | — |
| 2022 | $42,406 | $89 | — | — | — |