Plan Ledger DOL Form 5500 · updated monthly

Williams, Kastner & Gibbs PLLC401(k)

WILLIAMS, KASTNER & GIBBS PLLC RETIREMENT PLAN · SEATTLE, WA · plan year 2023

Reported admin expense ratio · 2023
0.16%

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

Williams, Kastner & Gibbs PLLC reported $85,135 in plan administrative expenses for 2023: 0.16% of average plan assets, above the peer median. Employer contributions averaged $12,012 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 0.14% to 0.13%. The plan sits in the $50M–$250M size bracket, benchmarked here against 9,317 comparable plans and shown alongside other professional & technical services employers. By assets it is the 311th-largest of 1,714 plans among Washington employers on file, and the 2,552nd of 11,654 in professional & technical services. In 2023, the employer put in $1.37 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$55,512,652
Participants with balances140
Active participants85
Employer contributions$1,021,049
Employee contributions$744,038
Employer contribution per active participant$12,012
Average account balance$396,519
Benefits paid to participants$2,092,893
Plan auditUnmodified (clean) audit opinion
AuditorGREENWOOD OHLUND
Plan history3
Yearassets · accounts · employer contribution
2024$51.5M · 144 accts · $1.1M emplr
2023$55.5M · 140 accts · $1.0M emplr
2022$48.2M · 150 accts · $1.1M emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$57,906
Investment management$27,229
Total administrative$85,135
The Williams, Kastner & Gibbs PLLC 401(k) match · 2023
Employer contribution per active participant$12,012
Median for plans this size$3,659
2024$13,043 per active participant
2023$12,012 per active participant
2022$11,565 per active participant

Williams, Kastner & Gibbs PLLC's 2023 employer contribution ran above the $3,659 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20235
SCHWAB RETIREMENT PLAN SERVICES INC · Recordkeeping · Investment advisory (participants)$37,072
DWYER PEMBERTON & COULSON PC · Accounting / audit$21,750
RELIANT CONSULTING & RESEARCH · Investment management$16,415
MERRIMAN WEALTH MANAGEMENT LLC · Investment advisory (participants)$7,949
CHARLES SCHWAB & CO., INC. · Securities brokerage$371

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$69,193 · 0.13%
2023$85,135 · 0.16%
2022$76,064 · 0.14%
Same employer
Similar plansProfessional & Technical Services · Washington
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%
Gray & Osborne, Inc. WA$53.7M · 0.29%
Mithun, Inc. WA$53.1M · 0.17%
Northwest Justice Project WA$52.7M · 0.02%

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Source: U.S. Department of Labor, Form 5500 series, EIN 910208860 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.