Plan Snapshot
- Plan Sponsor: Tra-Minw, P.S.
- Sponsor EIN: 910979582
- Sponsor Address: PO BOX 1535, TACOMA, WA, 98401
- Plan Type: 401(k)
- Total Participants: 480
- Total Assets: $171.8M
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 | 480 | $171.8M | $4.9M | $3.7M |
| 2023 | 459 | $149.1M | $4.7M | $3.5M |
| 2022 | 427 | $123.5M | $4.4M | $3.3M |
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 |
|---|---|---|---|---|
| EDELMAN FINANCIAL ENGINES ADV LLC | NONE | $43,472 | — | $43,472 |
| MORGAN STANLEY SMITH BARNEY | NONE | $23,786 | — | $23,786 |
| TORTOISE INVESTMENT MANAGEMENT, LLC | NONE | $17,587 | — | $17,587 |
| NWPS | NONE | $15,402 | — | $15,402 |
| COLUMBIA RIVER ADVISORS LLC | NONE | $13,710 | — | $13,710 |
| CORIENT PRIVATE WEALTH LLC | NONE | $13,192 | — | $13,192 |
| 25 LLC | NONE | $7,440 | — | $7,440 |
| MIDWAY FINANCIAL WEALTH MANAGEMENT | NONE | $7,265 | — | $7,265 |
| HIGHTOWER ADVISORS LLC | NONE | $6,355 | — | $6,355 |
| ENVESTNET ASSET MANAGEMENT LLC | NONE | $5,664 | — | $5,664 |
| BAKER TILLY US, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- NWPS — NONE
- BAKER TILLY US, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $153,873
- Estimated Expense Ratio: 0.090% 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 | $159,527 | $141,877 | — | — | — |
| 2023 | $169,049 | $155,794 | — | — | — |
| 2022 | $170,205 | $145,976 | $24,229 | — | — |