Plan Snapshot
- Plan Sponsor: West Coast Self-Storage Group, LLC
- Sponsor EIN: 205433099
- Sponsor Address: 808 134TH ST. SW, STE. 211B, EVERETT, WA, 98204
- Plan Type: 401(k)
- Total Participants: 144
- Total Assets: $2.4M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 144 | $2.4M | $24,358 | $402,433 |
| 2023 | 197 | $1.9M | $22,589 | $337,879 |
| 2022 | 195 | $1.4M | $19,619 | $317,891 |
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 |
|---|---|---|---|---|
| CLARK, RAYMOND & COMPANY, PLLC | Auditor | — | — | $0 |
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 | $2,825 | — | — | — | — |
| 2023 | $5,061 | — | — | — | — |
| 2022 | $3,539 | — | — | — | — |