Plan Snapshot
- Plan Sponsor: Board Of Trustees, Iaff Local 726 Health And
- Sponsor EIN: 464261390
- Sponsor Address: PO BOX 6, MUKILTEO, WA, 98275
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 543
- Total Assets: $13.6M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 543 | $13.6M | $18.6M | $1.5M |
| 2023 | 406 | $12.2M | $12.4M | $1.2M |
| 2022 | 342 | $10.2M | $10.8M | $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 |
|---|---|---|---|---|
| NORTHWEST FIRE FIGHTERS | Recordkeeper | $533,880 | — | $533,880 |
| BENEFIT PLAN ADMINISTRATIVE SERVICE | Recordkeeper | $78,305 | — | $78,305 |
| IAFF 726 | Other Service Provider | $41,760 | — | $41,760 |
| VIMLY BENEFIT SOLUTIONS, INC. | Other Service Provider | $27,116 | — | $27,116 |
| SCHOEDEL & SCHOEDEL, CPAS PLLC | Other Service Provider | $17,000 | — | $17,000 |
| BARLOW COUGHRAN, P.S. | Other Service Provider | $11,010 | — | $11,010 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BENEFIT PLAN ADMINISTRATIVE SERVICE — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $709,071
- Estimated Expense Ratio: 5.206% 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 | $771,680 | — | $681,061 | $17,000 | — |
| 2023 | $171,934 | — | $111,480 | $15,000 | — |
| 2022 | $162,045 | — | $104,289 | — | $18,484 |