Plan Snapshot
- Plan Sponsor: Sound Publishing, INC.
- Sponsor EIN: 911396047
- Sponsor Address: 1800 41ST STREET, STE 300, EVERETT, WA, 98203
- Plan Type: 401(k)
- Total Participants: 171
- Total Assets: $12.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 171 | $12.0M | $120,858 | $475,946 |
| 2023 | 206 | $11.5M | $140,276 | $527,926 |
| 2022 | 209 | $10.4M | $137,657 | $570,920 |
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 |
|---|---|---|---|---|
| SWEENEY CONRAD, P.S. | 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 | $43,332 | $19,047 | — | — | — |
| 2023 | $36,505 | $17,911 | — | — | — |
| 2022 | $35,201 | $18,973 | $16,228 | — | — |