Plan Snapshot
- Plan Sponsor: Washington Emergency Care Physicians, INC., P.S.
- Sponsor EIN: 861998275
- Sponsor Address: P.O. BOX 5215, TACOMA, WA, 98415
- Plan Type: 401(k)
- Plan Number: 003
- Total Participants: 216
- Total Assets: $52.3M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 216 | $52.3M | $4.7M | $2.5M |
| 2023 | 120 | $40.6M | $4.1M | $1.8M |
| 2022 | 117 | $29.0M | $3.3M | $1.4M |
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 |
|---|---|---|---|---|
| RBC WEALTH MANAGEMENT | Recordkeeper | $39,248 | — | $39,248 |
| NWPS | Recordkeeper | $20,500 | — | $20,500 |
| CHARLES SCHWAB TRUST BANK | Recordkeeper | $13,497 | — | $13,497 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RBC WEALTH MANAGEMENT — Recordkeeper
- NWPS — Recordkeeper
- CHARLES SCHWAB TRUST BANK — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $73,245
- Estimated Expense Ratio: 0.140% 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 | $73,245 | $39,248 | $20,500 | — | — |
| 2023 | $60,194 | $34,031 | $16,131 | — | — |
| 2022 | $382,378 | — | — | — | — |