# Welfare & Pension Adm. Services 401(k) Plan
Source: https://planprovider.pro/companies/welfare-pension-adm-services-401k-plan

> Welfare & Pension Adm. Services's 401(k) plan: 91 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Welfare & Pension Adm. Services

- **Sponsor EIN:** 911363171

- **Sponsor Address:** 7525 SE 24TH STREET SUITE 200, MERCER ISLAND, WA, 980402341

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

- **Total Participants:** 91

- **Total Assets:** $6.4M

## 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|91|$6.4M|$274,776|$375,616|

| 2023|94|$6.0M|$281,125|$417,484|

| 2022|97|$5.9M|$303,621|$484,268|

## 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|

| CBIZ CPAS, P.C.|Auditor|$15,224|—|$15,224|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $15,224

- **Estimated Expense Ratio:** 0.238% 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|$48,724|—|$33,500|$15,224|—|

| 2023|$58,120|—|$31,609|$26,511|—|

| 2022|$41,474|—|$30,975|—|$10,499|

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