Plan Snapshot
- Plan Sponsor: Washington Retail Health Trust
- Sponsor EIN: 467046583
- Sponsor Address: 1206 N LINCOLN STREET SUITE 200, SPOKANE, WA, 99201
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 886
- Total Assets: $560,955
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 | 886 | $560,955 | $6.0M | $0 |
| 2023 | 637 | $494,439 | $4.9M | $0 |
| 2022 | 614 | $506,653 | $6.1M | $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 | $148,112 | — | $148,112 |
| ABD INSURANCE AND FINANCIAL SERVICE | Other Service Provider | $119,705 | — | $119,705 |
| AIIN | Other Service Provider | $59,852 | — | $59,852 |
| ACRISURE LLC | Other Service Provider | $34,809 | — | $34,809 |
| BERG BENEFITS | Other Service Provider | $28,887 | — | $28,887 |
| MADDOCK & ASSOCIATES | Other Service Provider | $21,136 | — | $21,136 |
| PAUL RICHARDSON AGENCY INC | Other Service Provider | $17,798 | — | $17,798 |
| USI INSURANCE SERVICES NATIONAL INC | Other Service Provider | $17,515 | — | $17,515 |
| PAYNEWEST INSURANCE INC. | Other Service Provider | $16,589 | — | $16,589 |
| KRISTIN MANWARING INSURANCE | Other Service Provider | $14,968 | — | $14,968 |
| SEA-MOUNTAIN INSURANCE BROKER | Other Service Provider | $13,822 | — | $13,822 |
| ANASTASI MOORE & MARTIN, PLLC | Auditor | $12,800 | — | $12,800 |
| TERRIL, LEWIS, & WILKE INS, INC. | Other Service Provider | $12,332 | — | $12,332 |
| ALLIANT INSURANCE SERVICES INC. | Other Service Provider | $9,938 | — | $9,938 |
| BTG AND ASSOCIATES LLC | Other Service Provider | $9,558 | — | $9,558 |
| FINANCIAL PLANNING CONCEPTS INC | Other Service Provider | $9,057 | — | $9,057 |
| BASIN PACIFIC | Other Service Provider | $8,397 | — | $8,397 |
| PREFERRED BENEFIT SERVICES INC. | Other Service Provider | $8,143 | — | $8,143 |
| REETZ INSURANCE SERVICES INC. | Other Service Provider | $8,139 | — | $8,139 |
| HUB INTERNATIONAL NORTHWEST LLC | Other Service Provider | $7,089 | — | $7,089 |
| JEFF LEWIS KELLER ROHRBACK | Other Service Provider | $6,770 | — | $6,770 |
| DIGITAL INSURANCE INC | Other Service Provider | $6,722 | — | $6,722 |
| POINTGUARD FINANCIAL | Other Service Provider | $6,666 | — | $6,666 |
| CHAD J PHILIP | Other Service Provider | $6,005 | — | $6,005 |
| SADIE JOHNSON | Other Service Provider | $5,005 | — | $5,005 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ANASTASI MOORE & MARTIN, PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $609,814
- Estimated Expense Ratio: 108.710% 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 | $659,811 | — | $146,638 | $19,133 | — |
| 2023 | $602,948 | — | $117,524 | $17,967 | — |
| 2022 | $693,788 | $23,661 | $144,040 | — | $516,257 |