Plan Snapshot
- Plan Sponsor: Town & Country Markets, INC.
- Sponsor EIN: 910671586
- Sponsor Address: 130 5TH AVE S, NO. 126, EDMONDS, WA, 98020
- Plan Type: 401(k)
- Total Participants: 1,042
- Total Assets: $59.6M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 1,042 | $59.6M | $398,158 | $2.9M |
| 2023 | 1,005 | $56.0M | $527,613 | $2.7M |
| 2022 | 992 | $50.2M | $688,652 | $2.5M |
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 |
|---|---|---|---|---|
| NORTHWEST PLAN SERVICES, INC. | NONE | $102,450 | — | $102,450 |
| PACIFIC PORTFOLIO CONSULTING | NONE | $37,774 | — | $37,774 |
| CHARLES SCHWAB TRUST COMPANY | NONE | $14,953 | — | $14,953 |
| CLARK NUBER P.S. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- NORTHWEST PLAN SERVICES, INC. — NONE
- CHARLES SCHWAB TRUST COMPANY — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $155,177
- Estimated Expense Ratio: 0.261% 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 | $155,176 | $37,774 | — | — | — |
| 2023 | $152,459 | $37,519 | $20,139 | — | — |
| 2022 | $158,462 | $37,801 | $100,969 | — | $19,692 |