Plan Snapshot
- Plan Sponsor: Wtb Financial Corporation
- Sponsor EIN: 911150490
- Sponsor Address: PO BOX 2127, SPOKANE, WA, 992102127
- Plan Type: DB
- Total Participants: 77
- Total Assets: $76.4M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 77 | $76.4M | $0 | $0 |
| 2023 | 88 | $80.8M | $0 | $0 |
| 2022 | 96 | $78.4M | $0 | $0 |
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 |
|---|---|---|---|---|
| MERCER INVESTMENT LLC | Other Service Provider | $158,003 | — | $158,003 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $158,003
- Estimated Expense Ratio: 0.207% 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 | $218,432 | $218,432 | — | — | — |
| 2023 | $301,372 | $301,372 | — | — | — |
| 2022 | $395,545 | $395,545 | — | — | — |