Plan Snapshot
- Plan Sponsor: Washman LLC
- Sponsor EIN: 931169826
- Sponsor Address: P.O. BOX 4124, PORTLAND, OR, 97208
- Plan Type: 401(k)
- Total Participants: 171
- Total Assets: $2.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 171 | $2.8M | $200,000 | $167,136 |
| 2023 | 112 | $2.2M | $200,001 | $170,511 |
| 2022 | 101 | $1.7M | $350,000 | $152,100 |
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 |
|---|---|---|---|---|
| THE AMERICAN AUDITORS GROUP LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- THE AMERICAN AUDITORS GROUP LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $42,799 | — | $16,672 | — | — |
| 2023 | $121,358 | — | $12,148 | — | — |
| 2022 | $15,632 | — | — | — | — |