Plan Snapshot
- Plan Sponsor: Annie Wright Schools
- Sponsor EIN: 910567266
- Sponsor Address: 827 N. TACOMA AVE., TACOMA, WA, 984032832
- Plan Type: 403(b)
- Plan Number: 001
- 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. |
|---|---|---|---|---|
| 2024 | 323 | $30.7M | $783,497 | $854,890 |
| 2023 | 191 | $29.0M | $708,980 | $752,495 |
| 2022 | 208 | $25.3M | $621,813 | $668,311 |
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 |
|---|---|---|---|---|
| TIAA TEACHERS INSURANCE & ANNUITY | Recordkeeper | $27,179 | — | $27,179 |
| LPL FINANCIAL | Investment Advisor | $12,539 | — | $12,539 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TIAA TEACHERS INSURANCE & ANNUITY — Recordkeeper
- LPL FINANCIAL — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $39,718
- Estimated Expense Ratio: 0.129% 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 |
|---|---|---|---|---|---|
| 2024 | $40,769 | — | $39,718 | — | — |
| 2023 | $28,306 | — | $28,306 | — | — |
| 2022 | $28,470 | — | $28,470 | — | — |