Plan Snapshot
- Plan Sponsor: Wolfe Plumbing, INC.
- Sponsor EIN: 911752299
- Sponsor Address: 832 80TH STREET SOUTHWES, EVERETT, WA, 98203
- Plan Type: 401(k)
- Total Participants: 123
- Total Assets: $8.0M
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 | 123 | $8.0M | $408,445 | $635,577 |
| 2023 | 142 | $6.6M | $367,243 | $619,006 |
| 2022 | 139 | $5.0M | $366,106 | $580,857 |
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 |
|---|---|---|---|---|
| HAGEN, KURTH, PERMAN & CO.,P.S. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- HAGEN, KURTH, PERMAN & CO.,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 | $1,390 | — | — | — | — |
| 2023 | $1,095 | — | — | — | — |
| 2022 | $3,230 | — | — | — | — |