# Tra-Minw, P.S. 401(k) Plan
Source: https://planprovider.pro/companies/tra-minw-p-s-401k-plan

> Tra-Minw, P.S.'s 401(k) plan: 480 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/nwps) — NONE

- [BAKER TILLY US, LLP](https://planprovider.pro/provider/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|—|—|

## Similar Plans

- [Columbia Valley Community Health](https://planprovider.pro/companies/columbia-valley-community-health-403b-plan) — 496 participants

- [Family Care Network, PLLC](https://planprovider.pro/companies/family-care-network-pllc-401k-plan) — 510 participants

- [Northwest Surgical Specialists, P.C.](https://planprovider.pro/companies/northwest-surgical-specialists-p-c-401k-plan) — 417 participants

- [Olympia Orthopaedic Associates, PLLC](https://planprovider.pro/companies/olympia-orthopaedic-associates-pllc-401k-plan) — 376 participants

- [The Doctors Clinic, A P.C.](https://planprovider.pro/companies/the-doctors-clinic-a-p-c-401k-plan) — 352 participants

- [Cardiac Study Center, INC. P.S.](https://planprovider.pro/companies/cardiac-study-center-inc-p-s-401k-plan) — 349 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/tra-minw-p-s-401k-plan)

© 2026 PlanProvider.Pro