Plan Snapshot
- Plan Sponsor: Subaru Of Puyallup INC
- Sponsor EIN: 710906606
- Sponsor Address: 800 RIVER RD, PUYALLUP, WA, 983714149
- Plan Type: 401(k)
- Total Participants: 365
- Total Assets: $12.5M
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 | 365 | $12.5M | $172,234 | $1.0M |
| 2023 | 379 | $11.2M | $237,053 | $985,221 |
| 2022 | 556 | $9.3M | $201,345 | $1.1M |
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 |
|---|---|---|---|---|
| MOSS ADAMS PLLC | SERVICE PROVIDER | $19,425 | — | $19,425 |
| VOYA RETIREMENT INSURANCE & ANNUITY | SERVICE PROVIDER | $5,242 | $46 | $5,288 |
| BAKER TILLY US, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MOSS ADAMS PLLC — SERVICE PROVIDER
- BAKER TILLY US, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $24,713
- Estimated Expense Ratio: 0.197% 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 | $26,840 | $3,090 | $3,075 | — | — |
| 2023 | $21,075 | $1,400 | $1,700 | — | — |
| 2022 | $13,193 | — | — | — | — |