Plan Snapshot
- Plan Sponsor: Washington Companies
- Sponsor EIN: 810485406
- Sponsor Address: P.O. BOX 16630, MISSOULA, MT, 598086630
- Plan Type: 401(k)
- Total Participants: 1,217
- Total Assets: $312.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 1,217 | $312.6M | $7.7M | $12.3M |
| 2023 | 2,112 | $417.8M | $9.6M | $17.2M |
| 2022 | 2,114 | $352.0M | $8.7M | $16.5M |
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 |
|---|---|---|---|---|
| EIDE BAILLY LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- EIDE BAILLY 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 | $213,453 | $121,459 | $900 | — | — |
| 2023 | $361,887 | $161,982 | $2,400 | — | — |
| 2022 | $384,255 | $163,728 | — | — | — |