Plan Snapshot
- Plan Sponsor: Slalom, INC.
- Sponsor EIN: 841246887
- Sponsor Address: 821 2ND AVENUE, SEATTLE, WA, 98104
- Plan Type: 401(k)
- Total Participants: 8,341
- Total Assets: $1.6B
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 | 8,341 | $1.6B | $54.3M | $135.1M |
| 2023 | 9,679 | $1.3B | $61.4M | $156.3M |
| 2022 | 11,603 | $962.6M | $43.4M | $147.5M |
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 |
|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | Investment Advisor | $485,914 | — | $485,914 |
| FIDELITY INVESTMENTS INSTITUTIONAL | Recordkeeper | $265,035 | — | $265,035 |
| UBS FINANCIAL SERVICES INC. | Recordkeeper | $68,002 | — | $68,002 |
| SMITH BUNDAY BERMAN BRITTON, P.S. | Auditor | $17,400 | — | $17,400 |
| K&L GATES LLP | ERISA Attorney | $15,646 | — | $15,646 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STRATEGIC ADVISORS, INC. — Investment Advisor
- FIDELITY INVESTMENTS INSTITUTIONAL — Recordkeeper
- UBS FINANCIAL SERVICES INC. — Recordkeeper
- K&L GATES LLP — ERISA Attorney
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $851,997
- Estimated Expense Ratio: 0.054% 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 | $849,394 | $485,914 | $2,700 | $17,400 | — |
| 2023 | $923,826 | $436,983 | $2,700 | $16,700 | — |
| 2022 | $928,585 | $329,073 | — | — | — |