Plan Snapshot
- Plan Sponsor: Sweeney Conrad, P.S.
- Sponsor EIN: 911301672
- Sponsor Address: 10210 NE POINTS DRIVE, KIRKLAND, WA, 98033
- Plan Type: 401(k)
- Total Participants: 139
- Total Assets: $27.7M
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 | 139 | $27.7M | $791,138 | $1.4M |
| 2023 | 132 | $28.3M | $681,873 | $1.3M |
| 2022 | 109 | $24.3M | $631,905 | $1.2M |
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 |
|---|---|---|---|---|
| BDG CPAS | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BDG CPAS — Auditor
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 | $26,336 | $24,199 | $624 | — | — |
| 2023 | $25,553 | $23,813 | $975 | — | — |
| 2022 | $28,031 | $25,706 | $1,525 | — | $800 |