Plan Snapshot
- Plan Sponsor: Utility Trailer Sales Of Washington Co.
- Sponsor EIN: 912153827
- Sponsor Address: PO BOX 1618, AUBURN, WA, 98071
- Plan Type: 401(k)
- Total Participants: 81
- Total Assets: $2.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 81 | $2.7M | $0 | $222,320 |
| 2023 | 94 | $2.4M | $0 | $218,791 |
| 2022 | 94 | $2.2M | $0 | $236,533 |
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 |
|---|---|---|---|---|
| SHANNON & ASSOCIATES, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SHANNON & ASSOCIATES, LLP — Auditor
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 | $21,228 | $13,474 | — | — | — |
| 2023 | $17,436 | $11,888 | — | — | — |
| 2022 | $16,742 | $12,351 | — | — | — |