Plan Snapshot
- Plan Sponsor: Whidbey Telephone Company
- Sponsor EIN: 910471290
- Sponsor Address: 14888 SR 525, LANGLEY, WA, 98260
- Plan Type: 401(k)
- Total Participants: 89
- Total Assets: $14.4M
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 | 89 | $14.4M | $193,559 | $396,909 |
| 2023 | 95 | $13.1M | $173,338 | $361,365 |
| 2022 | 92 | $11.2M | $185,762 | $352,235 |
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 |
|---|---|---|---|---|
| JOHNSON STONE & PAGANO P.S. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JOHNSON STONE & PAGANO P.S. — 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 | $2,038 | — | — | — | — |
| 2023 | $2,012 | — | — | — | — |
| 2022 | $1,450 | — | $1,450 | — | — |