Plan Snapshot
- Plan Sponsor: Vigilant Manufacturers Trust Of Arizona
- Sponsor EIN: 832492019
- Sponsor Address: PO BOX 6, MUKILTEO, WA, 98275
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 317
- Total Assets: $58,912
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 317 | $58,912 | $2.8M | $8,198 |
| 2023 | 355 | $71,015 | $2.8M | $2,076 |
| 2022 | 314 | $35,613 | $2.3M | $4,961 |
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 |
|---|---|---|---|---|
| BROWN & BROWN INSURANCE SERVICES, I | Other Service Provider | $79,238 | — | $79,238 |
| VIMLY BENEFIT SOLUTIONS, INC. | Recordkeeper | $45,714 | — | $45,714 |
| VIGILANT SERVICES, INC. | Other Service Provider | $34,488 | — | $34,488 |
| MAGNUSON & ASSOCIATES, LTD | Insurance Carrier | $22,493 | — | $22,493 |
| BLACK, GOULD & ASSOCIATES, INC. | Insurance Carrier | $16,287 | — | $16,287 |
| EMPLOYEE BENEFIT EXCHANGE, CORP. | Insurance Carrier | $14,394 | — | $14,394 |
| BROWN & BROWN INSURANCE OF ARIZONA, | Insurance Carrier | $11,998 | — | $11,998 |
| NFP CORPORATE SERVICES OH, INC. | Insurance Carrier | $11,223 | — | $11,223 |
| PATRIOT GROWTH INSURANCE SERVICES D | Insurance Carrier | $10,312 | — | $10,312 |
| KEN OTT INSURANCE, LLC DBA KENDY BE | Insurance Carrier | $9,654 | — | $9,654 |
| MARK J. MATSOCK & ASSOCIATES, INC | Insurance Carrier | $9,214 | — | $9,214 |
| RESECO INSURANCE ADVISORS, LLC | Insurance Carrier | $9,040 | — | $9,040 |
| SCHOEDEL & SCHOEDEL, CPAS, PLLC | Auditor | $9,000 | — | $9,000 |
| ROGERS BENEFIT GROUP, INC | Insurance Carrier | $7,700 | — | $7,700 |
| NFP CA INSUURANCE SERVICES, INC. | Insurance Carrier | $7,667 | — | $7,667 |
| VECTOR FINANCIAL | Insurance Carrier | $7,457 | — | $7,457 |
| EMERSON ROGERS, LLC | Insurance Carrier | $5,852 | — | $5,852 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- EMPLOYEE BENEFIT EXCHANGE, CORP. — Insurance Carrier
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $311,731
- Estimated Expense Ratio: 529.147% 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 | $332,471 | — | $80,202 | $9,000 | — |
| 2023 | $331,550 | — | $76,545 | $8,800 | — |
| 2022 | $273,095 | — | $63,035 | — | $204,645 |