Employers › Slalom
Recordkeeping fees per participant · Slalom 401(k) Plan · plan year 2024
$19.23
Higher than 23% of the 790 plans over $1B that report it.
= $259,732 / 13,508
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251014091837NAL0001163539001, received 2025-10-14
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251014091837NAL0001163539001, received 2025-10-14
Percentiles compare this plan with the Schedule H plans over $1B 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 2025-10-14.
Administrative expenses excluding investment management, per participant
$26.91
Higher than 24% of the 1,045 plans over $1B that report it.
= $363,480 / 13,508
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251014091837NAL0001163539001, received 2025-10-14
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251014091837NAL0001163539001, received 2025-10-14
Administrative expenses per participant
$62.88
Higher than 45% of the 1,076 plans over $1B that report it.
= $849,394 / 13,508
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251014091837NAL0001163539001, received 2025-10-14
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251014091837NAL0001163539001, received 2025-10-14
Administrative expenses as a share of assets
0.054%
Higher than 58% of the 1,076 plans over $1B that report it.
= $849,394 / $1,571,597,560
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251014091837NAL0001163539001, received 2025-10-14
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251014091837NAL0001163539001, received 2025-10-14
Employer contributions per participant
$4,021
Higher than 54% of the 1,135 plans over $1B that report it.
= $54,311,895 / 13,508
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251014091837NAL0001163539001, received 2025-10-14
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251014091837NAL0001163539001, received 2025-10-14
Employer share of total contributions
25.9%
Higher than 25% of the 1,135 plans over $1B that report it.
= $54,311,895 / $209,611,995
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251014091837NAL0001163539001, received 2025-10-14
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251014091837NAL0001163539001, received 2025-10-14
Plan terms are not published in public filings.
2E profit-sharing · 2F ERISA 404(c) plan · 2G fully participant-directed · 2J 401(k) feature · 2K 401(m) arrangement · 2S pre-approved plan document · 2T default investment (QDIA) · 3D IRS pre-approved plan · 2R participant brokerage window · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20251014091837NAL0001163539001, received 2025-10-14
| Field | Value | Source |
|---|---|---|
| Plan sponsor | SLALOM, INC. | Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20251014091837NAL0001163539001, received 2025-10-14 |
| Plan name | SLALOM 401(K) PLAN | Form 5500, line 1a; PLAN_NAME pos 16; filing 20251014091837NAL0001163539001, received 2025-10-14 |
| Sponsor EIN / plan number | 84-1246887 / 001 | Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20251014091837NAL0001163539001, received 2025-10-14 |
| Plan type | single-employer | Form 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20251014091837NAL0001163539001, received 2025-10-14 |
| Sponsor location | SEATTLE, WA | Form 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20251014091837NAL0001163539001, received 2025-10-14 |
| Industry (business code) | 541600, Professional, scientific, and technical services | Form 5500, line 2d; BUSINESS_CODE pos 46; filing 20251014091837NAL0001163539001, received 2025-10-14 |
| Plan year | 2024-01-01 to 2024-12-31 | Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20251014091837NAL0001163539001, received 2025-10-14 |
| Filing received | 2025-10-14 | Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20251014091837NAL0001163539001, received 2025-10-14 |
| Final filing | no | Form 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20251014091837NAL0001163539001, received 2025-10-14 |
| Amended filing | no | Form 5500, Part I line B; AMENDED_IND pos 7; filing 20251014091837NAL0001163539001, received 2025-10-14 |
| Participants, beginning of year | 14,654 | Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20251014091837NAL0001163539001, received 2025-10-14 |
| Active participants | 8,341 | Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20251014091837NAL0001163539001, received 2025-10-14 |
| Participants, end of year | 13,725 | Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20251014091837NAL0001163539001, received 2025-10-14 |
| Participants with an account balance | 13,508 | Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251014091837NAL0001163539001, received 2025-10-14 |
| Total assets, beginning of year | $1,316,232,222 | Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20251014091837NAL0001163539001, received 2025-10-14 |
| Total assets, end of year | $1,571,597,560 | Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251014091837NAL0001163539001, received 2025-10-14 |
| Net assets, end of year | $1,571,521,080 | Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20251014091837NAL0001163539001, received 2025-10-14 |
| Total income | $417,092,582 | Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20251014091837NAL0001163539001, received 2025-10-14 |
| Net income | $255,307,491 | Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20251014091837NAL0001163539001, received 2025-10-14 |
| Employer contributions | $54,311,895 | Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251014091837NAL0001163539001, received 2025-10-14 |
| Participant contributions | $135,140,198 | Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20251014091837NAL0001163539001, received 2025-10-14 |
| Other contributions (incl. rollovers) | $20,159,902 | Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20251014091837NAL0001163539001, received 2025-10-14 |
| Total contributions | $209,611,995 | Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251014091837NAL0001163539001, received 2025-10-14 |
| Benefit payments | $160,835,860 | Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20251014091837NAL0001163539001, received 2025-10-14 |
| Total expenses (incl. benefit payments) | $161,785,091 | Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20251014091837NAL0001163539001, received 2025-10-14 |
| Total administrative expenses | $849,394 | Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251014091837NAL0001163539001, received 2025-10-14 |
| Contract administrator fees | $2,700 | Schedule H, line 2i(2); CONTRACT_ADMIN_FEES_AMT pos 106; filing 20251014091837NAL0001163539001, received 2025-10-14 |
| Recordkeeping fees | $259,732 | Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251014091837NAL0001163539001, received 2025-10-14 |
| IQPA audit fees | $17,400 | Schedule H, line 2i(4); IQPA_AUDIT_FEES_AMT pos 161; filing 20251014091837NAL0001163539001, received 2025-10-14 |
| Investment advisory and management fees | $485,914 | Schedule H, line 2i(5); INVST_MGMT_FEES_AMT pos 107; filing 20251014091837NAL0001163539001, received 2025-10-14 |
| Administrative expenses excluding investment management | $363,480 | derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251014091837NAL0001163539001, received 2025-10-14 |
| Held in master trusts | $0 | Schedule H, line 1c(11) col (b); INT_MASTER_TR_EOY_AMT pos 53; filing 20251014091837NAL0001163539001, received 2025-10-14 |
| Held in common/collective trusts | $935,435,935 | Schedule H, line 1c(9) col (b); INT_COMMON_TR_EOY_AMT pos 51; filing 20251014091837NAL0001163539001, received 2025-10-14 |
| Held in mutual funds | $604,057,254 | Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20251014091837NAL0001163539001, received 2025-10-14 |
| Independent auditor | SMITH BUNDAY BERMAN BRITTON | Schedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20251014091837NAL0001163539001, received 2025-10-14 |
Position = column in the DOL layout for form year 2024. Filing 20251014091837NAL0001163539001, received 2025-10-14.
| Provider | Relationship | Service codes | Direct compensation | Indirect |
|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | ADVISOR | 27 Investment advisory (plan) | $485,914 | no |
| FIDELITY INVESTMENTS INSTITUTIONALrecordkeeper | RECORDKEEPER | 37 Participant loan processing; 60 Sub-transfer agency fees; 64 Recordkeeping fees; 65 Account maintenance fees; 71 Securities brokerage commissions and fees | $265,035 | yes |
| UBS FINANCIAL SERVICES INC. | CONSULTANT | 16 Consulting (general) | $68,002 | no |
| SMITH BUNDAY BERMAN BRITTON, P.S. | ACCOUNTANT/AUDITOR | 10 Accounting (including auditing) | $17,400 | no |
| K&L GATES LLP | LEGAL | 29 Legal | $15,646 | no |
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 20251014091837NAL0001163539001, received 2025-10-14.
| Figure | 2023 | 2024 | Change |
|---|---|---|---|
| Total assets | $1,316,232,222 | $1,571,597,560 | 19.4% |
| Participants with a balance | 14,511 | 13,508 | -6.9% |
| Administrative expenses | $923,826 | $849,394 | -8.1% |
| Recordkeeping fees per participant | $29.49 | $19.23 | -34.8% |
| Employer contributions | $61,427,294 | $54,311,895 | -11.6% |
Prior filing 20241010101303NAL0009897107001, received 2024-10-10; the plan years are contiguous.
Sponsor name as filed: SLALOM, INC.; SEC registrant: Slalom, Inc. (CIK 1131258, matched by EIN).