Plan Snapshot
- Plan Sponsor: Uwajimaya, INC.
- Sponsor EIN: 910976334
- Sponsor Address: 4601 6TH AVE SOUTH, SEATTLE, WA, 981081716
- Plan Type: 401(k)
- Total Participants: 563
- Total Assets: $36.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 563 | $36.4M | $529,357 | $1.7M |
| 2023 | 434 | $33.2M | $472,652 | $1.6M |
| 2022 | 408 | $30.7M | $408,661 | $1.6M |
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 |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | CONTRACT ADMINISTRATOR | $73,843 | — | $73,843 |
| SCS | INVESTMENT ADVISORY | — | $34,344 | $34,344 |
| FINANCIAL ADVOCATES INVESTMENT MGMT | INVESTMENT ADVISORY | — | $13,432 | $13,432 |
| CLARK NUBER P.S. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FINANCIAL ADVOCATES INVESTMENT MGMT — INVESTMENT ADVISORY
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $121,619
- Estimated Expense Ratio: 0.334% 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 | $73,843 | — | $73,843 | — | — |
| 2023 | $128,082 | — | $128,082 | — | — |
| 2022 | $46,141 | — | $46,141 | — | — |