Plan Snapshot
- Plan Sponsor: Wilkins, Kaiser & Olsen, INC.
- Sponsor EIN: 910742853
- Sponsor Address: PO BOX 8, CARSON, WA, 98610
- Plan Type: 401(k)
- Total Participants: 365
- Total Assets: $25.8M
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 | 365 | $25.8M | $847,855 | $1.5M |
| 2023 | 379 | $24.1M | $851,340 | $1.5M |
| 2022 | 392 | $22.4M | $529,691 | $934,944 |
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 |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | Recordkeeper | $95,921 | — | $95,921 |
| CABLE HILL PARTNERS | Investment Advisor | — | $47,843 | $47,843 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $143,764
- Estimated Expense Ratio: 0.558% 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 | $95,921 | — | $95,921 | — | — |
| 2023 | $164,290 | $31,573 | $52,053 | — | — |
| 2022 | $62,257 | $26,320 | $35,937 | — | — |