# Washington Retail Health Trust 401(k) Plan
Source: https://planprovider.pro/companies/washington-retail-health-trust-467046583-501

> Washington Retail Health Trust's 401(k) plan: 886 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/anastasi-moore-and-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|

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