Plan Snapshot
- Plan Sponsor: Boys & Girls Clubs Of Snohomish County
- Sponsor EIN: 910549511
- Sponsor Address: 8223 BROADWAY, EVERETT, WA, 98203
- Plan Type: DC
- Total Participants: 116
- Total Assets: $8.1M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- 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 | 116 | $8.1M | $420,252 | $0 |
| 2023 | 111 | $6.5M | $497,858 | $0 |
| 2022 | 100 | $5.8M | $418,794 | $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 |
|---|---|---|---|---|
| MILLIMAN | NONE | $11,883 | — | $11,883 |
| SHANNON & ASSOCIATES LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MILLIMAN — NONE
- SHANNON & ASSOCIATES LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $11,883
- Estimated Expense Ratio: 0.147% 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 | $11,883 | — | — | — | — |
| 2023 | $11,719 | — | — | — | — |
| 2022 | $15,685 | — | — | — | $15,685 |