Plan Snapshot
- Plan Sponsor: Western Integrated Technologies LLC
- Sponsor EIN: 910847960
- Sponsor Address: 7651 S. 190TH ST., KENT, WA, 98032
- Plan Type: 401(k)
- Total Participants: 143
- Total Assets: $9.6M
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 | 143 | $9.6M | $391,595 | $663,000 |
| 2023 | 134 | $8.4M | $0 | $629,662 |
| 2022 | 120 | $6.8M | $164,689 | $500,351 |
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 |
|---|---|---|---|---|
| RICHEY, MAY & CO., LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RICHEY, MAY & CO., LLP — 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 | $53,779 | $24,221 | $29,558 | — | — |
| 2023 | $43,832 | $20,575 | $23,257 | — | — |
| 2022 | $47,868 | $10,875 | $18,488 | — | $18,505 |