Plan Snapshot
- Plan Sponsor: Williams, Kastner & Gibbs PLLC
- Sponsor EIN: 910208860
- Sponsor Address: 601 UNION STREET, SEATTLE, WA, 98101
- Plan Type: 401(k)
- Total Participants: 83
- Total Assets: $51.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 83 | $51.5M | $1.1M | $608,778 |
| 2023 | 85 | $55.5M | $1.0M | $744,038 |
| 2022 | 92 | $48.2M | $1.1M | $644,616 |
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 |
|---|---|---|---|---|
| GREENWOOD OHLUND | Auditor | $14,500 | — | $14,500 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $14,500
- Estimated Expense Ratio: 0.028% 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 | $69,193 | $22,590 | — | $14,500 | — |
| 2023 | $85,135 | $27,229 | $23,700 | — | — |
| 2022 | $76,064 | $17,662 | — | — | $19,477 |