Plan Snapshot
- Plan Sponsor: Western Pacific Building Materials, INC.
- Sponsor EIN: 931058301
- Sponsor Address: 1201 SE TECH CENTER DR. STE. 150, VANCOUVER, WA, 98683
- Plan Type: 401(k)
- Total Participants: 366
- Total Assets: $15.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 366 | $15.7M | $507,548 | $1.7M |
| 2023 | 362 | $12.2M | $351,975 | $1.5M |
| 2022 | 294 | $9.1M | $68,653 | $396,811 |
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 |
|---|---|---|---|---|
| RAYMOND JAMES FSA INC | INVESTMENT ADVISOR | — | $27,782 | $27,782 |
| HOFFMAN, STEWART & SCHMIDT, P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RAYMOND JAMES FSA INC — INVESTMENT ADVISOR
- HOFFMAN, STEWART & SCHMIDT, P.C. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $27,782
- Estimated Expense Ratio: 0.177% 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 | $99,091 | $27,782 | $28,503 | — | — |
| 2023 | $78,610 | $20,614 | $23,637 | — | — |
| 2022 | — | — | — | — | — |