Plan Snapshot
- Plan Sponsor: Altius Institute For Biomedical Sciences
- Sponsor EIN: 472231080
- Sponsor Address: 2211 ELLIOT AVENUE SUITE 600, SEATTLE, WA, 98121
- Plan Type: 403(b)
- Plan Number: 001
- Total Participants: 129
- Total Assets: $22.7M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 129 | $22.7M | $0 | $0 |
| 2024 | 93 | $18.8M | $972,012 | $1.1M |
| 2023 | 105 | $14.5M | $1.0M | $1.1M |
| 2022 | 135 | $10.5M | $997,361 | $1.0M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| NWPS | Other Service Provider | $11,210 | — | $11,210 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $11,210
- Estimated Expense Ratio: 0.049% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2025 | $1,594,811 | — | — | — | — |
| 2024 | $9,551 | — | — | — | — |
| 2023 | $7,477 | — | — | — | — |
| 2022 | $318,154 | — | — | — | — |