Plan Snapshot
- Plan Sponsor: Textio, INC.
- Sponsor EIN: 471800485
- Sponsor Address: 113 CHERRY STREET, SEATTLE, WA, 98104
- Plan Type: 401(k)
- Total Participants: 60
- Total Assets: $8.3M
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 | 60 | $8.3M | $0 | $925,769 |
| 2023 | 95 | $7.5M | $0 | $1.2M |
| 2022 | 120 | $5.3M | $0 | $1.3M |
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 | $2,595 | — | $2,595 | — | — |
| 2023 | $1,580 | — | $1,580 | — | — |
| 2022 | $1,997 | $2 | $1,995 | — | — |