My Plan Facts

Washington › Professional, scientific and technical services › 5,000 to 24,999 participants

Form 5500 statement · plan year 1 Jan 2024 to 31 Dec 2024

Slalom 401(k) Plan

Sponsored by Slalom, Inc., Seattle, WA

401(k) planautomatic enrollment

Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances. Form 5500 contains no individual account balances. Look up the original filing at EFAST2.

$1.57Bnet assets, end of plan year+19% on the year
13,725participants8,341 active
$114,501net assets per participantsame-size median $64,499
$6,511employer contributions per active participantsame-size median $2,424

In the plan year ending 31 Dec 2024, Slalom 401(k) Plan covered 13,725 participants and held $1.57B in net assets. The plan is a 401(k) plan sponsored by Slalom, Inc. of Seattle, Washington.

Net assets came to $114,501 per participant, well above the $64,499 median for defined contribution plans with 5,000 to 24,999 participants and well above the $73,951 median for defined contribution plans in professional, scientific and technical services. The figure is an average across everyone in the plan, including former employees with small balances; Form 5500 holds no individual account data.

The employer contributed $54.3M during the year, or $6,511 per active participant against a same-size median of $2,424; participants contributed $135M and $20.2M arrived as rollovers and other contributions. Benefits paid out totalled $161M.

Schedule C lists 5 service provider organisations paid $5,000 or more, with reported compensation of $852K: $62.08 per participant, above the same-size median of $53.38. Administrative expenses charged to the plan were $849K. Schedule C does not capture every cost: fees netted from fund returns and fees the employer pays directly are outside it.

Across the filings on record, net assets went from $26.0M in 2009 to $1.57B in 2024 (up 5943%), and participants from 942 to 13,725 (up 1357%).

The independent accountant's opinion on the financial statements was unmodified (unqualified), from an audit whose scope was limited under ERISA section 103(a)(3)(C) to exclude investment information certified by a bank or insurer.

Compared with similar plans

MeasureThis planSame sizeSame industryAll US DC plans
Net assets per participant$114,501$64,499$73,951$53,102
Employer contributions per active participant$6,511$2,424$3,219$2,175
Schedule C compensation per participant$62.08$53.38$148$123
Schedule C compensation, share of net assets0.05%0.09%0.22%0.26%
Administrative expenses per participant$61.89$54.85$140$116

Peer columns are medians for plan year 2024 across defined contribution plans with 100 or more participants: 5,000 to 24,999 participants (2,605 plans), professional, scientific and technical services (9,776) and all US plans (63,460). Fee medians cover plans that report an amount.

Trend by plan year

2009: $26.0M2010: $36.7M2011: $45.7M2012: $67.0M2013: $108M2014: $144M2015: $176M2016: $233M2017: $328M2018: $367M2019: $544M2020: $761M2021: $999M2022: $963M2023: $1.32B2024: $1.57B$26.0M$1.57B20092012201620202024
Net assets at year end
2009: 9422010: 1,2282011: 1,5952012: 2,2102013: 3,3532014: 4,0312015: 4,8902016: 6,2002017: 6,3702018: 7,5912019: 9,5582020: 10,3332021: 13,3292022: 15,6602023: 14,6542024: 13,72594215,66013,72520092012201620202024
Participants at year end
Plan yearParticipantsNet assetsPer participantEmployer contributionsParticipant contributionsSchedule C compensation
202413,725$1.57B$114,501$54.3M$135M$852K
202314,654$1.32B$89,819$61.4M$156M$926K
202215,660$963M$61,466$43.4M$148M$931K
202113,329$999M$74,941$26.8M$117M$937K
202010,333$761M$73,651$23.1M$93.9M$709K
20199,558$544M$56,897$18.0M$75.8M$529K
20187,591$367M$48,376$14.5M$58.5M$481K
20176,370$328M$51,551$10.6M$47.2M$391K
20166,200$233M$37,578$6.0M$40.2M$395K
20154,890$176M$36,069$5.0M$34.0M$335K
20144,031$144M$35,814$3.9M$26.7M$115K
20133,353$108M$32,288$3.1M$20.3M$28K
20122,210$67.0M$30,330$2.3M$14.0M$8,000
20111,595$45.7M$28,672$1.6M$10.0M$4,000
20101,228$36.7M$29,886$1.1M$7.1M$4,000
2009942$26.0M$27,605$890K$5.7M$3,000

Years in which the plan filed the full Form 5500 with 100 or more participants, from 2009. Plan year is the year in which the plan year began.

Statement for the year

  • Net assets, beginning of year$1,316,213,589
  • Employer contributions$54,311,895
  • Participant contributions$135,140,198
  • Rollovers and other contributions$20,159,902
  • Total contributions$209,611,995
  • Total income, including investment results$417,092,582
  • Benefits paid$160,835,860
  • Administrative expenses$849,394
  • Total expenses$161,785,091
  • Net income$255,307,491
  • Net transfers$0
  • Net assets, end of year$1,571,521,080

Participants

  • Active participants8,341
  • Retired or separated, receiving benefits7
  • Retired or separated, entitled to future benefits5,367
  • Participants with account balances13,508
  • Total participants, end of year13,725

Fees and service providers

$852KSchedule C compensation to organisations$852K direct · $0 indirect
$62.08per participantsame-size median $53.38
0.05%of net assetssame-size median 0.09%
$849Kadministrative expenses charged to the plan$61.89 per participant
OrganisationServices reportedDirectIndirect
Strategic Advisors, Inc.Investment advisory (plan)$485,914$0
Fidelity Investments InstitutionalParticipant loan processing$265,035$0
UBS Financial Services Inc.Consulting (general)$68,002$0
Smith Bunday Berman Britton, P.S.Accounting (including auditing)$17,400$0
K&L Gates LLPLegal$15,646$0

Schedule C, Part I line 2: providers that received $5,000 or more, with the form's own service codes. Individuals named on Schedule C (plan employees, individual trustees) are never shown and their compensation is excluded. Eligible indirect compensation disclosed by formula carries no dollar amount. See how to read Schedule C fees.

Administrative expenses on Schedule H

  • Investment advisory and management fees$485,914
  • Recordkeeping fees$259,732
  • Other administrative expenses$83,648
  • IQPA audit fees$17,400
  • Contract administrator fees$2,700
  • Total administrative expenses$849,394

Investment structure

Assets at year end by Schedule H category. The form shows the kind of vehicle holding the money, not the funds on the menu.

  • Common/collective trusts$935M · 59.5%
  • Registered investment companies (mutual funds)$604M · 38.4%
  • Pooled separate accounts$15.6M · 1.0%
  • Participant loans$13.5M · 0.9%
  • Cash (interest and non-interest bearing)$3.1M · 0.2%
  • Receivables$1,144 · 0.0%

Audit and compliance answers, as filed

  • Accountant's opinionUnmodified (unqualified)
  • Audit scope limited under ERISA section 103(a)(3)(C)Yes
  • Participant contributions reported as transmitted lateNo
  • Covered by a fidelity bondYes, $500,000
  • Blackout period during the yearNo

These are the plan administrator's own answers on Schedule H, Part IV. A reported late transmittal is the filer's disclosure of a timing lapse, usually corrected through the Department of Labor's voluntary program; the amount is the total involved, not a loss.

Plan characteristics

  • 2EProfit-sharing plan
  • 2FERISA section 404(c) plan
  • 2GTotal participant-directed account plan
  • 2JCode section 401(k) feature
  • 2KCode section 401(m) arrangement
  • 2S401(k) plan or 403(b) plan that provides for automatic enrollment
  • 2TTotal or partial participant-directed account plan with a default investment account
  • 3DPre-approved pension plan
  • 2RParticipant-directed brokerage accounts provided as an investment option under the plan

Codes entered on Form 5500 line 8a, with the labels from the official instructions. Business code 541600: Management, Scientific, & Technical Consulting Services.

Similar plans in Washington

PlanSponsorParticipantsNet assetsPer participant
Amazon 401(k) PlanAmazon.com Services, LLC1,343,800$34.6B$25,742
Fred Hutchinson Cancer Center Retirement Savings PlanFred Hutchinson Cancer Center10,676$1.70B$159,124
401(k) Profit Sharing Plan for Employees of Moss Adams LLP & AffiliatesMoss Adams LLP6,020$633M$105,213
Milliman Profit Sharing and Retirement PlanMilliman5,360$2.12B$395,563
F5, Inc. 401(k) Profit Sharing Plan and TrustF5, Inc.4,418$1.24B$280,537
Zoominfo 401(k) PlanZoominfo Technologies LLC3,753$188M$50,207

Defined contribution plans in professional, scientific and technical services closest in size.

Questions and answers

How big is Slalom 401(k) Plan?

13,725 participants at the end of the plan year ending 31 Dec 2024, of whom 8,341 were active employees, with net assets of $1,571,521,080. Among defined contribution plans that places it in the 5,000 to 24,999 participants band, which held 2,605 plans in plan year 2024.

What does Slalom, Inc. contribute per participant?

The filing reports $54,311,895 in employer contributions for the year, which is $6,511 per active participant; the median for plans of the same type and size was $2,424 in plan year 2024. Form 5500 reports the total only. It does not state the match formula, and the per-participant figure is an average, not any one person's contribution.

What fees does the plan pay and how do they compare?

Schedule C reports $851,997 in compensation to service provider organisations, $62.08 per participant or 0.05% of net assets. The same-size median among plans reporting any Schedule C compensation was $53.38 per participant. Administrative expenses on Schedule H were $849,394. Investment costs deducted inside mutual funds and other pooled vehicles are not itemised on Form 5500, so these figures are a floor rather than a full cost.

Who runs the plan?

The sponsor is Slalom, Inc.. Recordkeeping or administration: Fidelity Investments Institutional. Investment advisory or management: Strategic Advisors, Inc.. Form 5500 also names the plan administrator's signer and other individuals; this site publishes organisations only.

Was the audit opinion unqualified?

The filing reports an unmodified (unqualified) opinion from a limited-scope audit, in which the accountant did not audit investment information certified by a bank or insurance company. Unmodified (formerly "unqualified") is the standard clean opinion.

How current is this, and does it show my balance?

This is the Form 5500 for the plan year 1 Jan 2024 to 31 Dec 2024, received by the Department of Labor on 14 Oct 2025. Filings are due seven months after the plan year ends, or nine and a half with an extension, so the public record always runs a year or more behind. It contains plan-level totals only: no individual balances, contributions or names of participants exist in the data.

Provenance

Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files (Form 5500, Schedule H, Schedule C) for plan years 2009 to 2025, public domain, with filings received through 24 Aug 2026. This page shows the latest filing on record for EIN 84-1246887, plan 001, received 14 Oct 2025; an amended filing replaces it at the next build. Medians and percentiles are computed by this site; see the methodology. Report an error through corrections.