Plan Snapshot
- Plan Sponsor: Umbra Cuscinetti, INC.
- Sponsor EIN: 911091579
- Sponsor Address: 6707 HARDESON ROAD, EVERETT, WA, 98203
- Plan Type: 401(k)
- Total Participants: 73
- Total Assets: $6.9M
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 | 73 | $6.9M | $86,253 | $417,506 |
| 2023 | 75 | $6.0M | $130,882 | $358,975 |
| 2022 | 66 | $5.1M | $55,217 | $324,401 |
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 |
|---|---|---|---|---|
| ASCENSUS LLC | NONE | $12,139 | — | $12,139 |
| SMITH BUNDAY BERMAN BRITTON, P.S. | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $12,139
- Estimated Expense Ratio: 0.176% 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 | $12,139 | — | $12,139 | — | — |
| 2023 | $13,686 | — | $13,686 | — | — |
| 2022 | $12,946 | — | $12,946 | — | — |