Plan Snapshot
- Plan Sponsor: Bellwether Housing
- Sponsor EIN: 911116960
- Sponsor Address: 433 MINOR AVE N, SEATTLE, WA, 98109
- Plan Type: DC
- Total Participants: 183
- Total Assets: $9.2M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 183 | $9.2M | $257,729 | $642,521 |
| 2023 | 158 | $8.3M | $223,233 | $556,981 |
| 2022 | 158 | $7.4M | $245,034 | $687,225 |
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 |
|---|---|---|---|---|
| CLARK NUBER, PS | Auditor | — | — | $0 |
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 |
|---|---|---|---|---|---|
| 2024 | $31,146 | $27,000 | — | — | — |
| 2023 | $37,698 | $27,000 | — | — | — |
| 2022 | $30,819 | $27,000 | — | — | $3,819 |