Plan Snapshot
- Plan Sponsor: Skagit Radiology, INC., P.S.
- Sponsor EIN: 911012441
- Sponsor Address: P.O.BOX 2803, MOUNT VERNON, WA, 98273
- Plan Type: 401(k)
- Total Participants: 155
- Total Assets: $34.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 155 | $34.6M | $1.2M | $914,753 |
| 2023 | 96 | $28.5M | $1.1M | $682,322 |
| 2022 | 94 | $22.2M | $1.1M | $749,520 |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $33,353 | — | $33,353 |
| HAGEN, KURTH, PERMAN & CO., P.S. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- HAGEN, KURTH, PERMAN & CO., P.S. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $33,353
- Estimated Expense Ratio: 0.096% of plan assets
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 | $34,884 | $1,531 | — | — | — |
| 2023 | $427,813 | — | $27,838 | — | — |
| 2022 | $1,377,805 | — | $32,958 | — | — |