# Annie Wright Schools 403(b) Plan
Source: https://planprovider.pro/companies/annie-wright-schools-403b-plan

> Annie Wright Schools's 403(b) plan: 323 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** Annie Wright Schools

- **Sponsor EIN:** 910567266

- **Sponsor Address:** 827 N. TACOMA AVE., TACOMA, WA, 984032832

- **Plan Type:** 403(b)

- **Total Participants:** 323

- **Total Assets:** $30.7M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** Yes

- **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|323|$30.7M|$0|$0|

| 2024|191|$29.0M|$0|$0|

| 2023|208|$25.3M|$0|$0|

## 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|

| DWYER, PEMBERTON & COULSON, P.C.|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [DWYER, PEMBERTON & COULSON, P.C.](https://planprovider.pro/provider/dwyer-pemberton-and-coulson-pc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $0

### 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|$40,769|—|$39,718|—|—|

| 2024|$28,306|—|$28,306|—|—|

| 2023|$28,470|—|$28,470|—|—|

## Similar Plans

- [Bastyr University](https://planprovider.pro/companies/bastyr-university-403b-plan) — 328 participants

- [The Bear Creek School](https://planprovider.pro/companies/the-bear-creek-school-403b-plan) — 307 participants

- [Lynden Christian School](https://planprovider.pro/companies/lynden-christian-school-401k-plan) — 298 participants

- [The Bush School](https://planprovider.pro/companies/the-bush-school-403b-plan) — 297 participants

- [Seattle Academy Of Arts And Sciences](https://planprovider.pro/companies/seattle-academy-of-arts-and-sciences-403b-plan) — 265 participants

- [Heritage University](https://planprovider.pro/companies/heritage-university-403b-plan) — 257 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/annie-wright-schools-403b-plan)

© 2026 PlanProvider.Pro