Plan Snapshot
- Plan Sponsor: Washington Automotive Industry Association Health Trust
- Sponsor EIN: 463751550
- Sponsor Address: 12121 HARBOUR REACH DRIVE, SUITE 10, MUKILTEO, WA, 982755314
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 2,539
- Total Assets: $2.3M
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 | 2,539 | $2.3M | $26.9M | $47,410 |
| 2023 | 2,768 | $2.6M | $25.6M | $47,043 |
| 2022 | 2,534 | $2.4M | $22.1M | $103,204 |
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 OF WA DBA DIMARTINO | Other Service Provider | $1,015,215 | — | $1,015,215 |
| VIMLY BENEFIT SOLUTIONS, INC. | Other Service Provider | $538,599 | — | $538,599 |
| ASSOCIATION BENEFITS CORPORATION | Other Service Provider | $269,894 | — | $269,894 |
| WASHINGTON AUTO INDUSTRY ASSOC | Other Service Provider | $134,650 | — | $134,650 |
| FINANCIAL PLANNING CONCEPTS | Other Service Provider | $89,125 | — | $89,125 |
| BENEFIT CONSULTANTS NORTHWEST | Other Service Provider | $57,845 | — | $57,845 |
| PAYNEWEST INSURANCE | Other Service Provider | $54,594 | — | $54,594 |
| DIGITAL INSURANCE, INC. | Other Service Provider | $48,257 | — | $48,257 |
| BENEFIT SOLUTIONS NORTHWEST | Other Service Provider | $45,473 | — | $45,473 |
| ASSURED PARTNERS OF WA | Other Service Provider | $38,498 | — | $38,498 |
| HUB INTERNATIONAL NORTHWEST LLC | Other Service Provider | $38,055 | — | $38,055 |
| BENEFITS DIVISION, LLC | Other Service Provider | $37,549 | — | $37,549 |
| MADDOCK & ASSOCIATES | Other Service Provider | $37,078 | — | $37,078 |
| LEAVITT GROUP NORTHWEST | Other Service Provider | $30,396 | — | $30,396 |
| PARKER SMITH & FEEK | Other Service Provider | $28,480 | — | $28,480 |
| MCGREGOR INSURANCE AGENCY, INC | Other Service Provider | $28,104 | — | $28,104 |
| DESERT INSURANCE BENEFITS, INC. | Other Service Provider | $27,844 | — | $27,844 |
| HEALTH INSURANCE SOLUTIONS NW | Other Service Provider | $24,873 | — | $24,873 |
| FOURNIER INSURANCE | Other Service Provider | $23,081 | — | $23,081 |
| GROUP SOLUTIONS NORTHWEST, LLC | Other Service Provider | $18,598 | — | $18,598 |
| CHAD J PHILLIP INSURANCE GROUP | Other Service Provider | $16,914 | — | $16,914 |
| ANASTASI, MOORE & MARTIN, PLLC | Auditor | $16,395 | — | $16,395 |
| THE STUPEY AGENCY | Other Service Provider | $16,240 | — | $16,240 |
| WINGERT FINANCIAL SERVICES | Other Service Provider | $14,565 | — | $14,565 |
| KAREN A HANSEN DBA WYMAN & ASSOCIAT | Other Service Provider | $14,060 | — | $14,060 |
| JASON C YAEGER | Other Service Provider | $13,775 | — | $13,775 |
| RICE INSURANCE, LLC | Other Service Provider | $12,989 | — | $12,989 |
| R.L. EVANS COMPANY, INC. | Other Service Provider | $12,378 | — | $12,378 |
| TERRIL, LEWIS & WILKE INSURANCE | Other Service Provider | $12,348 | — | $12,348 |
| PCF INSURANCE SERVICES OF THE WEST | Other Service Provider | $12,128 | — | $12,128 |
| ACRUISE NW PARTNERS INC LLC | Other Service Provider | $11,880 | — | $11,880 |
| WALLINGFORD FINANCIAL SERVICES | Other Service Provider | $11,413 | — | $11,413 |
| PIVAR FINANCIAL GROUP | Other Service Provider | $11,086 | — | $11,086 |
| DENALI BENEFITS INC | Other Service Provider | $9,751 | — | $9,751 |
| BENEFIT DESIGN SERVICES LLC | Other Service Provider | $9,100 | — | $9,100 |
| ALLIANT INSURANCE SERVICES, INC. | Other Service Provider | $7,490 | — | $7,490 |
| MANNA INSURANCE GROUP, LLC | Other Service Provider | $7,265 | — | $7,265 |
| MORAN BENEFIT ADVISORS INOVA INC | Other Service Provider | $7,249 | — | $7,249 |
| CLEARVIEW INSURANCE SERVICES, INC | Other Service Provider | $7,065 | — | $7,065 |
| PACIFIC NW INSURANCE BROKERAGE, INC | Other Service Provider | $6,240 | — | $6,240 |
| PEAK ADVISORS | Other Service Provider | $5,715 | — | $5,715 |
| CUMMINGS, FRASER & ASSOCIATES LLC | Other Service Provider | $5,633 | — | $5,633 |
| PAUL RICHARDSON AGENCY | Other Service Provider | $5,433 | — | $5,433 |
| OLYMPIC CREST INSURANCE, INC | Other Service Provider | $5,386 | — | $5,386 |
| PLC INSURANCE LLC | Other Service Provider | $5,304 | — | $5,304 |
| BARKER AND ASSOCIATES LLC | Other Service Provider | $5,012 | — | $5,012 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ANASTASI, MOORE & MARTIN, PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $2,849,022
- Estimated Expense Ratio: 123.706% 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 | $2,951,686 | — | $2,778,182 | $16,395 | — |
| 2023 | $2,868,490 | — | $2,700,590 | $13,590 | — |
| 2022 | $2,479,108 | — | $2,333,311 | — | $129,306 |