# Washington State Auto Dealers Insurance Trust 401(k) Plan
Source: https://planprovider.pro/companies/washington-state-auto-dealers-insurance-trust-916056560-501

> Washington State Auto Dealers Insurance Trust's 401(k) plan: 1,074 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Washington State Auto Dealers Insurance Trust

- **Sponsor EIN:** 916056560

- **Sponsor Address:** P.O. BOX 6, MUKILTEO, WA, 98275

- **Plan Type:** 401(k)

- **Plan Number:** 501

- **Total Participants:** 1,074

- **Total Assets:** $1.1M

## 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|1,074|$1.1M|$606,909|$20,272|

| 2023|572|$716,401|$4.3M|$21,615|

| 2022|777|$1.0M|$6.8M|$21,724|

## 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|

| MARSH & MCLENNAN AGENCY, LLC|Investment Advisor|$155,435|—|$155,435|

| VIMLY BENEFIT SOLUTIONS, INC.|Other Service Provider|$52,763|—|$52,763|

| SCHOEDEL & SCHOEDEL, CPAS, PLLC|Other Service Provider|$19,606|—|$19,606|

| AARON SWANSON|Other Service Provider|$18,952|—|$18,952|

| THE CICOTTE LAW FIRM, PLLC|Other Service Provider|$17,436|—|$17,436|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [MARSH & MCLENNAN AGENCY, LLC](https://planprovider.pro/provider/marsh-mclennan-agency) — Investment Advisor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $264,192

- **Estimated Expense Ratio:** 25.111% 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|$275,703|$4,404|$51,975|$19,606|—|

| 2023|$389,050|$6,178|$55,217|$20,600|—|

| 2022|$539,634|$6,257|$69,292|—|$455,554|

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