# Bellwether Housing DC Plan
Source: https://planprovider.pro/companies/bellwether-housing-plan-001

> Bellwether Housing's DC plan: 183 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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