Plan Snapshot
- Plan Sponsor: W.G. Clark Construction Co.
- Sponsor EIN: 910618025
- Sponsor Address: 1945 YALE PLACE EAST, SEATTLE, WA, 98102
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 181
- Total Assets: $57.4M
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. |
|---|---|---|---|---|
| 2025 | 181 | $57.4M | $0 | $0 |
| 2024 | 135 | $56.6M | $878,214 | $2.1M |
| 2023 | 241 | $55.8M | $1.7M | $2.5M |
| 2022 | 239 | $45.6M | $1.3M | $2.2M |
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 |
|---|---|---|---|---|
| MORGAN STANLEY SMITH BARNEY, LLC | Other Service Provider | $81,814 | — | $81,814 |
| NWPS | Other Service Provider | $31,366 | — | $31,366 |
| MATRIX TRUST COMPANY | Other Service Provider | $19,507 | — | $19,507 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $132,687
- Estimated Expense Ratio: 0.231% 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 |
|---|---|---|---|---|---|
| 2025 | $10,132,734 | $81,814 | — | — | — |
| 2024 | $140,661 | $84,893 | $37,252 | — | — |
| 2023 | $123,896 | $72,421 | — | — | — |
| 2022 | $129,351 | $94,370 | — | — | — |