Plan Ledger DOL Form 5500 · updated monthly

Davis Wright Tremaine LLP401(k)

DAVIS WRIGHT TREMAINE LLP 401(K) PROFIT SHARING PLAN · SEATTLE, WA · plan year 2024

Reported admin expense ratio · 2024
0.05%

Peer grade: A- · admin costs + employer contributions vs same-size plans · how grading works

Davis Wright Tremaine LLP reported $351,257 in plan administrative expenses for 2024: 0.05% of average plan assets, below the peer median. Employer contributions averaged $11,467 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio fell from 0.052% to 0.050%. The plan sits in the $250M–$1B size bracket, benchmarked here against 2,883 comparable plans and shown alongside other professional & technical services employers. By assets it is the 34th-largest of 1,714 plans among Washington employers on file, and the 239th of 11,654 in professional & technical services. In 2024, employees put in $1.23 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$747,689,204
Participants with balances2,115
Active participants1,468
Employer contributions$16,832,993
Employee contributions$20,704,368
Employer contribution per active participant$11,467
Average account balance$353,517
Benefits paid to participants$53,077,142
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$747.7M · 2,115 accts · $16.8M emplr
2023$671.5M · 2,063 accts · $15.7M emplr
2022$586.6M · 2,032 accts · $14.5M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$126,146
Investment management$225,111
Total administrative$351,257
The Davis Wright Tremaine LLP 401(k) match · 2024
Employer contribution per active participant$11,467
Median for plans this size$4,294
2024$11,467 per active participant
2023$10,977 per active participant
2022$10,019 per active participant

Davis Wright Tremaine LLP's 2024 employer contribution ran above the $4,294 median for plans its size, placing it in the top quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20249
SCHWAB RETIREMENT PLAN SERVICES,INC · Recordkeeping · Investment advisory (participants)$143,572
INSTITUTE FOR WEALTH MGMT LLC · Investment advisory (participants)$98,461
CIBC BANK USA · Investment management$36,009
BECKER CAPITAL MANAGEMENT INC · Investment advisory (participants)$18,219
SONATA CAPITAL GROUP INC · Investment advisory (participants)$13,053
COLDSTREAM WEALTH MANAGEMENT · Investment advisory (participants)$12,928
JP MORGAN PRIVATE WEALTH ADVIS · Investment advisory (participants)$10,464
BUCKINGHAM STRATEGIC WEALTH LL · Investment advisory (participants)$7,765
CHARLES SCHWAB &CO., INC. · Securities brokerage$2,752

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024Charles Schwab
2023Charles Schwab

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$351,257 · 0.05%
2023$322,173 · 0.05%
2022$337,642 · 0.05%
Same employer
Similar plansProfessional & Technical Services · Washington
Slalom, Inc. WA$1.6B · 0.06%
Perkins Coie LLP WA$1.3B · 0.02%
F5, Inc. WA$1.1B · 0.04%
Moss Adams LLP WA$633.4M · 0.12%
Seagen Inc. WA$560.0M · 0.05%
Valve Corporation WA$291.5M · 0.00%

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Source: U.S. Department of Labor, Form 5500 series, EIN 910839480 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.