Plan Snapshot
- Plan Sponsor: Wongdoody, INC.
- Sponsor EIN: 912094568
- Sponsor Address: 1011 WESTERN AVE STE 900, SEATTLE, WA, 981041080
- Plan Type: 401(k)
- Total Participants: 166
- Total Assets: $20.5M
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 | 166 | $20.5M | $262,368 | $1.5M |
| 2023 | 203 | $18.8M | $457,949 | $1.7M |
| 2022 | 166 | $15.2M | $316,000 | $1.3M |
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 |
|---|---|---|---|---|
| BDO USA PC | Auditor | $27,298 | — | $27,298 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BDO USA PC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $27,298
- Estimated Expense Ratio: 0.133% 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 | $42,133 | — | $14,835 | $27,298 | — |
| 2023 | $39,854 | — | $12,278 | $27,576 | — |
| 2022 | $31,064 | — | $11,137 | — | $19,927 |