Plan Snapshot
- Plan Sponsor: Walter Dorwin Teague Associates, Incorporated
- Sponsor EIN: 132587094
- Sponsor Address: 110 UNION STREET, SUITE 210, SEATTLE, WA, 98101
- Plan Type: 401(k)
- Total Participants: 164
- Total Assets: $44.8M
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 | 164 | $44.8M | $406,039 | $2.2M |
| 2023 | 177 | $38.8M | $599,182 | $2.0M |
| 2022 | 162 | $32.2M | $484,759 | $1.8M |
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 |
|---|---|---|---|---|
| BAKER TILLY US, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAKER TILLY US, 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 | $119,254 | $60,556 | — | — | — |
| 2023 | $98,051 | $47,374 | — | — | — |
| 2022 | $102,947 | — | $102,947 | — | — |