# Shaub-Ellison Company 401(k) Plan
Source: https://planprovider.pro/companies/shaub-ellison-company-401k-plan

> Shaub-Ellison Company&#39;s 401(k) plan: 164 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|—|—|—|

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