Washington Capital Management, INC. 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Washington Capital Management, INC.
  • Sponsor EIN: 863454983
  • Sponsor Address: 1200 SIXTH AVENUE, SUITE 700, SEATTLE, WA, 98101
  • Plan Type: 401(k)
  • Plan Number: 001
  • Total Participants: 0
  • Total Assets: $145.9M

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

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20240$145.9M$0$0
20230$124.2M$0$0
20220$116.1M$0$0

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
WASHINGTON CAPITAL MANAGEMENTOther Service Provider$74,600—$74,600
BANK OF NEW YORK MELLONOther Service Provider$47,176—$47,176
CHATHAM FINANCIALOther Service Provider$35,050—$35,050
MOSS ADAMSOther Service Provider$14,100—$14,100
MCNAUL EBEL NAWROT & HELGREN PLLCOther Service Provider$10,128—$10,128
HVSOther Service Provider$7,500—$7,500
AEIOther Service Provider$6,750—$6,750

Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

  • Total Service Provider Fees: $195,304
  • Estimated Expense Ratio: 0.134% 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$112,378——$14,100—
2023$113,124——$12,000—
2022$119,485———$49,530

Similar Plans