Wilson Smith Cochran Dickerson 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Wilson Smith Cochran Dickerson
  • Sponsor EIN: 911416966
  • Sponsor Address: 1000 SECOND AVENUE, SEATTLE, WA, 98104
  • Plan Type: 401(k)
  • Total Participants: 37
  • Total Assets: $12.6M

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

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202437$12.6M$276,298$395,461
202330$13.7M$258,344$427,335
202236$11.4M$260,999$456,271

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