Plan Snapshot
- Plan Sponsor: The Box Maker
- Sponsor EIN: 911150263
- Sponsor Address: 6412 SOUTH 190TH ST, KENT, WA, 98032
- Plan Type: 401(k)
- Total Participants: 215
- Total Assets: $14.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 215 | $14.0M | $3,596 | $948,894 |
| 2023 | 193 | $12.1M | $131,771 | $946,026 |
| 2022 | 196 | $10.3M | $147,880 | $887,769 |
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 |
|---|---|---|---|---|
| SMITH BUNDAY BERMAN BRITTON | Auditor | $21,600 | — | $21,600 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $21,600
- Estimated Expense Ratio: 0.154% 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 | $31,560 | $2,785 | — | $21,600 | — |
| 2023 | $9,748 | $3,058 | — | — | — |
| 2022 | $11,812 | $3,646 | — | — | — |