Plan Ledger DOL Form 5500 · updated monthly

Karr Tuttle Campbell, P.S.401(k)

KARR TUTTLE CAMPBELL RETIREMENT SAVINGS PLAN AND TRUST · SEATTLE, WA · plan year 2024

Reported admin expense ratio · 2024
0.25%

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

Karr Tuttle Campbell, P.S. reported $145,251 in plan administrative expenses for 2024: 0.25% of average plan assets, higher than ~75% of peers. Employer contributions averaged $17,879 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 3 years on file its reported administrative ratio has held roughly steady near 0.246%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other professional & technical services employers. By assets it is the 278th-largest of 1,714 plans among Washington employers on file, and the 2,313th of 11,654 in professional & technical services. In 2024, the employer put in $1.39 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$61,682,808
Participants with balances142
Active participants97
Employer contributions$1,734,283
Employee contributions$1,246,237
Employer contribution per active participant$17,879
Average account balance$434,386
Benefits paid to participants$5,426,920
Plan auditUnmodified (clean) audit opinion
Plan history4
Yearassets · accounts · employer contribution
2025$0 · $6K emplr
2024$61.7M · 142 accts · $1.7M emplr
2023$56.5M · 144 accts · $1.5M emplr
2022$46.7M · 143 accts · $1.4M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$35,797
Investment management$75,000
Audit (IQPA)$10,908
Trustee / custodial$19,074
Total administrative$145,251
The Karr Tuttle Campbell, P.S. 401(k) match · 2024
Employer contribution per active participant$17,879
Median for plans this size$3,635
2024$17,879 per active participant
2023$14,078 per active participant
2022$13,062 per active participant

Karr Tuttle Campbell, P.S.'s 2024 employer contribution ran above the $3,635 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 · 20244
NWPS · Recordkeeping · Pension consulting$35,797
RBC WEALTH MANAGEMENT · Investment advisory (participants) · Investment advisory (plan)$75,000
MATRIX TRUST COMPANY · Custodial (securities) · Trustee$19,074
MOSS ADAMS, LLP · Accounting / audit$10,908

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

Recordkeeper by year3
2025NWPS
2024NWPS
2023NWPS

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

Administrative cost history4
2025Not separately reported
2024$145,251 · 0.25%
2023$155,700 · 0.30%
2022$133,808 · 0.25%
Similar plansProfessional & Technical Services · Washington
Bnbuilders, Inc. WA$69.1M · 0.15%
Keywords US Holdings, Inc. WA$65.1M · 0.20%
Stokes Lawrence, P.S. WA$59.1M · 0.02%
Lmn Architects LLP WA$58.3M · 0.25%
Unify Consulting LLC WA$55.6M · 0.14%

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Source: U.S. Department of Labor, Form 5500 series, EIN 911006438 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.