Plan Snapshot
- Plan Sponsor: Tolko Industries (U.S.) Ltd.
- Sponsor EIN: 911911762
- Sponsor Address: TRITON TOWERS THREE CENTRE, RENTON, WA, 98057
- Plan Type: 401(k)
- Total Participants: 126
- Total Assets: $4.5M
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 | 126 | $4.5M | $637,744 | $534,562 |
| 2023 | 5 | $1.7M | $66,565 | $85,905 |
| 2022 | 4 | $1.2M | $68,648 | $81,977 |
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 |
|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | ADVISOR | $9,584 | — | $9,584 |
| MWG RETIREMENT PLAN SERVICES | RECORDKEEPER | $6,611 | — | $6,611 |
| RABREN ODOM PIERCE & HAYES, P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GLOBAL RETIREMENT PARTNERS LLC — ADVISOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $16,195
- Estimated Expense Ratio: 0.356% 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 | $16,195 | $9,584 | — | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |