Overview

Plan Rating

BrightScope Rating
87
Lowest Rating in Peer Group
Average Rating in Peer Group
Highest Rating in Peer Group
0102030405060708090100
Lowest in Peer Group (46)
Average in Peer Group (83)
Highest in Peer Group (90)

Plan Description

Davis Wright Tremaine LLP 401k Profit Sharing Plan and Trust is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 87, placing it in the top 15% of all plans in its peer group. This plan is also in the top 15% of plans for Account Balances, Company Generosity, Salary Deferral, and Total Plan Cost. Davis Wright Tremaine LLP 401k Profit Sharing Plan and Trust currently has over 1,400 active participants and over $386.7M in plan assets.

Did you know?

For the average 401k participant, the 3 point difference between this plan's BrightScope Rating (87) and the top rated plan (90) could equate to:
3
Additional years of work
*The delay in retirement calculations apply solely to this defined contribution plan and do not take into account other retirement plans and programs offered by this employer. How is this calculated?

Plan Details

Plan Details Relevant details about the plan and the plan sponsor, including the address and industry of the plan sponsor and the size of the plan in assets and participants.

 
Plan data accurate as of 12/31/2014
Plan data has been audited by an Independent Qualified Public Accountant (IQPA).
Address 1201 Third Avenue, Suite 2200
  • Location
    Seattle , WA
  • 98101-3047
  • Industry
    Offices of Lawyers
  • Administrator
    Jeff Belfiglio
  • Net Plan Assets
    $387,000,000
  • Total Participants
    1,500
  • Avg Account Balance
    $270,000

Plan Components

Component Ratings

Design

Total Plan Cost:
Lowest Fees
Company Generosity:
Great

Performance

Participation Rate:
Above Average
Salary Deferrals:
Great
Account Balance:
Great

Design

Total Plan Cost:
Low Fees
Company Generosity:
Great

Performance

Participation Rate:
Average
Salary Deferrals:
Above Average
Account Balance:
Great
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Investments

Investment Menu Stats

# of Investment Options

24

(Plan Average: 20)

Largest Funds in this Plan Allocation of Assets 1 YR Rank in Category
PIMCO Total Return 18%
78%
Total Common Stocks 15%
N/A
American Funds Fundamental Investors 12%
4%
Fund hidden
100%
Fund hidden
100%
Fund hidden
100%
Fund hidden
100%
View all funds in this plan

Providers

Plan Service Providers

SERVICE PROVIDER
Insurance Carrier
Northwestern Mutual
Insurance Carrier
Transamerica
Insurance Carrier
AXA Equitable
Insurance Advisor/Broker
Kevin B. Johnson
Insurance Advisor/Broker
Gaylord E. Davis
Insurance Advisor/Broker
Aslakson Fncl Group Inc.
Corporate Trustee
City National Bank
Recordkeeper
City National Bank
Investment Adviser
Brandes Investment Partners
Investment Adviser
Invesco
Investment Adviser
UBS Financial Services, Inc.
Investment Adviser
Davidson Investment Advisors
Investment Adviser
Concert Wealth Management
Investment Adviser
Mcginn Investment Management Inc.
Investment Adviser
Badgley, Phelps and Bell, Inc.
Investment Adviser
Pershing, LLC
Investment Adviser
AllianceBernstein
Investment Adviser
Ferguson Wellman Capital Management
Investment Adviser
Coldstream Capital Management Inc.
Auditor
Moss Adams

Articles and Questions

Boeing Plan Report (Updated)

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Boeing Offers a Near Perfect Retirement Plan ModelIn most respects Boeing’s retirement offering is a great model of how to run a large retirement plan. Participants in Boeing’s 401(k) plan are beneficiaries of a participant-friendly design with immediate access, automatic enrollment, immediate ves

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