Plan Snapshot
- Plan Sponsor: Washington Manufacturing Health Trust
- Sponsor EIN: 467038595
- Sponsor Address: 1206 N LINCOLN STREET SUITE 200, SPOKANE, WA, 99201
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 606
- Total Assets: $287,721
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 | 606 | $287,721 | $4.1M | $0 |
| 2023 | 665 | $280,161 | $5.1M | $0 |
| 2022 | 579 | $305,530 | $5.8M | $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 |
|---|---|---|---|---|
| AIMS | Other Service Provider | $102,449 | — | $102,449 |
| ABD INSURANCE AND FINANCIAL SERVICE | Other Service Provider | $82,666 | — | $82,666 |
| AIIN | Other Service Provider | $41,333 | — | $41,333 |
| BROWN & BROWN OF WA INC. | Other Service Provider | $32,593 | — | $32,593 |
| PCF INSURANCE SERVICES OF THE WEST | Other Service Provider | $22,266 | — | $22,266 |
| PAYNEWEST INSURANCE INC. | Other Service Provider | $20,924 | — | $20,924 |
| DIGITAL INSURANCE INC. | Other Service Provider | $18,577 | — | $18,577 |
| CLEARVIEW INSURANCE SERVICES INC, | Other Service Provider | $16,183 | — | $16,183 |
| ANASTASI MOORE & MARTIN, PLLC | Other Service Provider | $12,800 | — | $12,800 |
| CENTURY INSURANCE GROUP, LLC | Other Service Provider | $8,986 | — | $8,986 |
| ARMFIELD HARRISON & THOMAS INC | Other Service Provider | $8,726 | — | $8,726 |
| RICE INSURANCE | Other Service Provider | $8,121 | — | $8,121 |
| KIBBLE AND PRENTICE HOLDING COMPANY | Other Service Provider | $7,129 | — | $7,129 |
| LEAVITT GROUP NORTHWEST | Other Service Provider | $6,960 | — | $6,960 |
| PARKER SMITH & FEEK | Other Service Provider | $6,710 | — | $6,710 |
| MADDOCK AND ASSOCIATES LLC | Other Service Provider | $6,570 | — | $6,570 |
| POINTGUARD FINANCIAL | Auditor | $6,549 | — | $6,549 |
| HUB INTERNATIONAL NORTHWEST LLC | Other Service Provider | $5,858 | — | $5,858 |
| CASCADE VALLEY INSURANCE | Other Service Provider | $5,593 | — | $5,593 |
| BTG AND ASSOCIATES | Other Service Provider | $5,552 | — | $5,552 |
| FORTIPHI | Other Service Provider | $5,004 | — | $5,004 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- POINTGUARD FINANCIAL — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $431,549
- Estimated Expense Ratio: 149.989% 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 | $470,884 | — | $101,265 | $21,133 | — |
| 2023 | $640,331 | — | $121,508 | $17,936 | — |
| 2022 | $644,183 | $15,359 | $136,599 | — | $482,288 |