Plan Snapshot
- Plan Sponsor: Westward Seafoods, INC.
- Sponsor EIN: 911443701
- Sponsor Address: 3015 112TH AVE NE, SUITE 100, BELLEVUE, WA, 980048001
- Plan Type: 401(k)
- Total Participants: 881
- Total Assets: $46.5M
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 | 881 | $46.5M | $917,386 | $3.0M |
| 2023 | 739 | $40.4M | $891,695 | $2.8M |
| 2022 | 825 | $34.5M | $840,610 | $2.7M |
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 |
|---|---|---|---|---|
| NORTHWEST PLAN SERVICES, INC. | NONE | $51,687 | — | $51,687 |
| DUNCAN & HALEY LTD | NONE | $30,000 | — | $30,000 |
| MOSS ADAMS, LLP | NONE | $22,145 | — | $22,145 |
| BAKER TILLY US, LLP | Auditor | $22,145 | — | $22,145 |
| MATRIX TRUST COMPANY | NONE | $18,814 | — | $18,814 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- NORTHWEST PLAN SERVICES, INC. — NONE
- MOSS ADAMS, LLP — NONE
- BAKER TILLY US, LLP — Auditor
- MATRIX TRUST COMPANY — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $144,791
- Estimated Expense Ratio: 0.312% 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 | $122,646 | $30,000 | — | $22,145 | — |
| 2023 | $110,554 | $30,000 | — | $21,630 | — |
| 2022 | $109,159 | $30,000 | $42,991 | — | $20,085 |