Plan Snapshot
- Plan Sponsor: Thurston County Title Company
- Sponsor EIN: 910867867
- Sponsor Address: 105 - 8TH AVE. SE, OLYMPIA, WA, 98501
- Plan Type: 401(k)
- Plan Number: 333
- Total Participants: 240
- Total Assets: $11.7M
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. |
|---|---|---|---|---|
| 2025 | 240 | $11.7M | $0 | $0 |
| 2024 | 209 | $10.8M | $196,428 | $573,046 |
| 2023 | 219 | $9.8M | $201,663 | $618,462 |
| 2022 | 270 | $9.1M | $235,203 | $717,811 |
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 |
|---|---|---|---|---|
| KILEY JUERGENS WEALTH MANAGEMENT | Other Service Provider | $36,302 | — | $36,302 |
| DEFINITI LLC | Recordkeeper | $24,048 | — | $24,048 |
| DWYER PEMBERTON & COULSON, P.C. | Other Service Provider | $22,500 | — | $22,500 |
| CAPITAL GROUP RETIREMENT PLAN SERVI | Recordkeeper | $20,317 | — | $20,317 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $103,167
- Estimated Expense Ratio: 0.882% 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 |
|---|---|---|---|---|---|
| 2025 | $1,811,378 | $36,302 | $24,048 | $22,500 | — |
| 2024 | $96,910 | $35,569 | $19,345 | $21,550 | — |
| 2023 | $100,748 | $31,771 | $23,457 | $30,450 | — |
| 2022 | $103,603 | $33,669 | $21,766 | — | $48,168 |