Employers › Laird Norton Wetherby Trust
Recordkeeping fees per participant · LNW Retirement Plan · plan year 2024
$94.16
Higher than 69% of the 5,847 plans $50 to 250M that report it.
= $21,374 / 227
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251007101716NAL0007693456001, received 2025-10-07
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251007101716NAL0007693456001, received 2025-10-07
Percentiles compare this plan with the Schedule H plans $50 to 250M in assets of the same plan year, excluding final filings; shown only where at least 50 comparable plans report the figure. Plan year 2024-01-01 to 2024-12-31, filing received 2025-10-07.
Administrative expenses excluding investment management, per participant
$121.86
Higher than 65% of the 8,758 plans $50 to 250M that report it.
= $27,663 / 227
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251007101716NAL0007693456001, received 2025-10-07
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251007101716NAL0007693456001, received 2025-10-07
Administrative expenses per participant
$206.89
Higher than 72% of the 9,042 plans $50 to 250M that report it.
= $46,964 / 227
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251007101716NAL0007693456001, received 2025-10-07
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251007101716NAL0007693456001, received 2025-10-07
Administrative expenses as a share of assets
0.081%
Higher than 31% of the 9,049 plans $50 to 250M that report it.
= $46,964 / $57,677,904
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251007101716NAL0007693456001, received 2025-10-07
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251007101716NAL0007693456001, received 2025-10-07
Employer contributions per participant
$6,161
Higher than 84% of the 9,105 plans $50 to 250M that report it.
= $1,398,458 / 227
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251007101716NAL0007693456001, received 2025-10-07
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251007101716NAL0007693456001, received 2025-10-07
Employer share of total contributions
31.4%
Higher than 56% of the 9,112 plans $50 to 250M that report it.
= $1,398,458 / $4,454,003
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251007101716NAL0007693456001, received 2025-10-07
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251007101716NAL0007693456001, received 2025-10-07
Plan terms are not published in public filings.
2E profit-sharing · 2F ERISA 404(c) plan · 2G fully participant-directed · 2J 401(k) feature · 2S pre-approved plan document · 2T default investment (QDIA) · 3D IRS pre-approved plan · 3H controlled-group sponsor · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20251007101716NAL0007693456001, received 2025-10-07
| Field | Value | Source |
|---|---|---|
| Plan sponsor | LAIRD NORTON WETHERBY TRUST COMPANY, LLC | Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20251007101716NAL0007693456001, received 2025-10-07 |
| Plan name | LNW RETIREMENT PLAN | Form 5500, line 1a; PLAN_NAME pos 16; filing 20251007101716NAL0007693456001, received 2025-10-07 |
| Sponsor EIN / plan number | 91-0822389 / 001 | Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20251007101716NAL0007693456001, received 2025-10-07 |
| Plan type | single-employer | Form 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20251007101716NAL0007693456001, received 2025-10-07 |
| Sponsor location | SEATTLE, WA | Form 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20251007101716NAL0007693456001, received 2025-10-07 |
| Industry (business code) | 522110, Finance and insurance | Form 5500, line 2d; BUSINESS_CODE pos 46; filing 20251007101716NAL0007693456001, received 2025-10-07 |
| Plan year | 2024-01-01 to 2024-12-31 | Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20251007101716NAL0007693456001, received 2025-10-07 |
| Filing received | 2025-10-07 | Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20251007101716NAL0007693456001, received 2025-10-07 |
| Final filing | no | Form 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20251007101716NAL0007693456001, received 2025-10-07 |
| Amended filing | no | Form 5500, Part I line B; AMENDED_IND pos 7; filing 20251007101716NAL0007693456001, received 2025-10-07 |
| Participants, beginning of year | 211 | Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20251007101716NAL0007693456001, received 2025-10-07 |
| Active participants | 191 | Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20251007101716NAL0007693456001, received 2025-10-07 |
| Participants, end of year | 227 | Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20251007101716NAL0007693456001, received 2025-10-07 |
| Participants with an account balance | 227 | Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251007101716NAL0007693456001, received 2025-10-07 |
| Total assets, beginning of year | $23,233,737 | Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20251007101716NAL0007693456001, received 2025-10-07 |
| Total assets, end of year | $57,677,904 | Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251007101716NAL0007693456001, received 2025-10-07 |
| Net assets, end of year | $57,667,904 | Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20251007101716NAL0007693456001, received 2025-10-07 |
| Total income | $7,518,330 | Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20251007101716NAL0007693456001, received 2025-10-07 |
| Net income | $7,096,690 | Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20251007101716NAL0007693456001, received 2025-10-07 |
| Employer contributions | $1,398,458 | Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251007101716NAL0007693456001, received 2025-10-07 |
| Participant contributions | $2,928,925 | Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20251007101716NAL0007693456001, received 2025-10-07 |
| Other contributions (incl. rollovers) | $126,620 | Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20251007101716NAL0007693456001, received 2025-10-07 |
| Total contributions | $4,454,003 | Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251007101716NAL0007693456001, received 2025-10-07 |
| Benefit payments | $374,676 | Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20251007101716NAL0007693456001, received 2025-10-07 |
| Total expenses (incl. benefit payments) | $421,640 | Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20251007101716NAL0007693456001, received 2025-10-07 |
| Total administrative expenses | $46,964 | Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251007101716NAL0007693456001, received 2025-10-07 |
| Recordkeeping fees | $21,374 | Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251007101716NAL0007693456001, received 2025-10-07 |
| Investment advisory and management fees | $19,301 | Schedule H, line 2i(5); INVST_MGMT_FEES_AMT pos 107; filing 20251007101716NAL0007693456001, received 2025-10-07 |
| Administrative expenses excluding investment management | $27,663 | derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251007101716NAL0007693456001, received 2025-10-07 |
| Held in common/collective trusts | $451,185 | Schedule H, line 1c(9) col (b); INT_COMMON_TR_EOY_AMT pos 51; filing 20251007101716NAL0007693456001, received 2025-10-07 |
| Held in mutual funds | $54,252,892 | Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20251007101716NAL0007693456001, received 2025-10-07 |
| Independent auditor | CLARK NUBER P.S. | Schedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20251007101716NAL0007693456001, received 2025-10-07 |
Position = column in the DOL layout for form year 2024. Filing 20251007101716NAL0007693456001, received 2025-10-07.
| Provider | Relationship | Service codes | Direct compensation | Indirect |
|---|---|---|---|---|
| NWPSrecordkeeper | NONE | 13 Contract administrator; 15 Recordkeeping and information management; 38 Participant communication; 50 Direct payment from the plan; 60 Sub-transfer agency fees | $21,374 | no |
| RBC WEALTH MANAGEMENT | NONE | 26 Investment advisory (participants); 27 Investment advisory (plan); 28 Investment management; 51 Investment management fees paid directly by plan; 30 Employee (plan); 63 Distribution (12b-1) fees; 65 Account maintenance fees; 70 Consulting fees; 72 Other investment fees and expenses | $19,301 | no |
| CHARLES SCHWAB TRUST BANK | NONE | 18 Custodial (other than securities); 19 Custodial (securities); 21 Trustee (bank, trust company or similar); 25 Trustee (directed); 50 Direct payment from the plan; 59 Shareholder servicing fees | $6,289 | yes |
Schedule C Part I line 2: name (a), service codes (b), relationship (c), direct compensation paid by the plan (d), indirect compensation received (e). Filing 20251007101716NAL0007693456001, received 2025-10-07.
| Figure | 2023 | 2024 | Change |
|---|---|---|---|
| Total assets | $23,233,737 | $57,677,904 | 148.3% |
| Participants with a balance | 117 | 227 | 94.0% |
| Administrative expenses | $57,778 | $46,964 | -18.7% |
| Recordkeeping fees per participant | $127.68 | $94.16 | -26.3% |
| Employer contributions | $640,837 | $1,398,458 | 118.2% |
Prior filing 20241013144027NAL0012459555001, received 2024-10-13; the plan years are contiguous.
Sponsor name as filed: LAIRD NORTON WETHERBY TRUST COMPANY, LLC; SEC registrant: Laird Norton Wetherby Trust Company, LLC (CIK 723204, matched by EIN).