Plan Ledger DOL Form 5500 · updated monthly

Wilkins, Kaiser & Olsen, Inc.401(k)

W K & O/HIGH CASCADE 401(K) PLAN · CARSON, WA · plan year 2025

Reported admin expense ratio · 2025
0.37%

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

Wilkins, Kaiser & Olsen, Inc. reported $101,039 in plan administrative expenses for 2025: 0.37% of average plan assets, above the peer median. Employer contributions averaged $3,578 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 rose from 0.33% to 0.37%. The plan sits in the $10M–$50M size bracket, benchmarked here against 1,620 comparable plans and shown alongside other manufacturing employers. By assets it is the 550th-largest of 1,714 plans among Washington employers on file, and the 4,645th of 13,661 in manufacturing. In 2025, employees put in $1.33 for every $1.00 the employer contributed; active participation has shrunk from 392 to 338 since 2022.

Plan summary
Net assets, end of year$28,643,019
Participants with balances332
Active participants338
Employer contributions$1,209,430
Employee contributions$1,613,862
Employer contribution per active participant$3,578
Average account balance$86,274
Benefits paid to participants$3,377,155
Plan auditUnmodified (clean) audit opinion
AuditorMAGINNIS & CAREY, LLP
Plan history4
Yearassets · accounts · employer contribution
2025$28.6M · 332 accts · $1.2M emplr
2024$25.8M · 349 accts · $848K emplr
2023$24.1M · 373 accts · $851K emplr
2022$22.4M · 400 accts · $530K emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$101,039
Total administrative$101,039
The Wilkins, Kaiser & Olsen, Inc. 401(k) match · 2025
Employer contribution per active participant$3,578
Median for plans this size$2,666
2025$3,578 per active participant
2024$2,323 per active participant
2023$2,246 per active participant
2022$1,351 per active participant

Wilkins, Kaiser & Olsen, Inc.'s 2025 employer contribution ran above the $2,666 median for plans its size. 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 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20253
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$101,039
CABLE HILL PARTNERS · Investment advisory (plan)indirect comp
COLDSTREAM WEALTH MANAGEMENT · Investment advisory (plan)indirect comp

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

Administrative cost history4
2025$101,039 · 0.37%
2024$95,921 · 0.39%
2023$164,290 · 0.71%
2022$62,257 · 0.33%
Same employer
Similar plansManufacturing · Washington
The Neil Jones Food Company WA$29.8M · 0.10%
Alta Forest Products, LLC WA$29.3M · 0.37%
R. a. Pearson Company WA$29.3M · 0.06%
The Noel Corporation WA$27.9M · 0.36%
Obi Seafoods, LLC WA$27.5M · 0.34%

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Source: U.S. Department of Labor, Form 5500 series, EIN 910742853 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.