Plan Snapshot
- Plan Sponsor: Watterson Construction Company
- Sponsor EIN: 920078826
- Sponsor Address: 6500 INTERSTATE CIRCLE, ANCHORAGE, AK, 99518
- Plan Type: DC
- Total Participants: 73
- Total Assets: $13.2M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 73 | $13.2M | $0 | $0 |
| 2023 | 91 | $12.3M | $1.3M | $0 |
| 2022 | 46 | $12.3M | $3.1M | $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 |
|---|---|---|---|---|
| SWALLING & ASSOCIATES, P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SWALLING & ASSOCIATES, P.C. — 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 | $16,685 | $16,685 | — | — | — |
| 2023 | $19,980 | — | — | — | — |
| 2022 | $5,471 | $2,631 | $2,840 | — | — |