Plan Snapshot
- Plan Sponsor: Teleion LLC
- Sponsor EIN: 261608597
- Sponsor Address: 1000 DEXTER AVENUE NORTH, SEATTLE, WA, 98109
- Plan Type: 401(k)
- Total Participants: 131
- Total Assets: $8.0M
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 | 131 | $8.0M | $221,116 | $1.3M |
| 2023 | 129 | $6.1M | $208,584 | $1.2M |
| 2022 | 149 | $4.7M | $237,886 | $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 |
|---|---|---|---|---|
| CLARK NUBER 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 | $32,394 | $6,003 | — | — | — |
| 2023 | $50,142 | $21,522 | — | — | — |
| 2022 | $22,257 | $19,832 | — | — | $2,425 |