Plan Snapshot
- Plan Sponsor: Top Pot Doughnuts
- Sponsor EIN: 770637919
- Sponsor Address: 6004 S. 190TH STREET, KENT, WA, 98032
- Plan Type: 401(k)
- Total Participants: 123
- Total Assets: $1.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 123 | $1.9M | $0 | $288,663 |
| 2023 | 106 | $1.5M | $0 | $237,033 |
| 2022 | 85 | $1.1M | $0 | $178,137 |
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 |
|---|---|---|---|---|
| HELLAM VARON & COMPANY, PS | 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 | $10,983 | — | $6,941 | — | — |
| 2023 | $7,541 | — | $5,119 | — | — |
| 2022 | $6,523 | — | — | — | $6,523 |