# Sweeney Conrad, P.S. 401(k) Plan
Source: https://planprovider.pro/companies/sweeney-conrad-p-s-401k-plan

> Sweeney Conrad, P.S.'s 401(k) plan: 139 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|

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