# Washington Automotive Industry Association Health Trust 401(k) Plan Source: https://planprovider.pro/companies/washington-automotive-industry-association-health-trust-463751550-501 > Washington Automotive Industry Association Health Trust's 401(k) plan: 2,539 participants, plan year 2024 financials, providers, and benchmarks from Form 550… Form 5500 filing data for plan year 2024. ## 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](https://planprovider.pro/provider/anastasi-moore-and-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| ## Similar Plans - [Automotive Machinists Pension Trust](https://planprovider.pro/companies/automotive-machinists-pension-trust-plan) — 505 participants - [Performance Radiator Pacific, LLC](https://planprovider.pro/companies/performance-radiator-pacific-llc-401k-plan) — 162 participants - [Cawa Arizona Health Trust Board Of Trustees](https://planprovider.pro/companies/cawa-arizona-health-trust-board-of-trustees-834669944-501) — 157 participants - [Wrench, INC.](https://planprovider.pro/companies/wrench-inc-401k-plan) — 68 participants - [Wrench, INC.](https://planprovider.pro/companies/wrench-inc-810926250-502) — 53 participants - [Kack Corp.](https://planprovider.pro/companies/kack-corp-401k-plan) — 15 participants [View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/washington-automotive-industry-association-health-trust-463751550-501) © 2026 PlanProvider.Pro