Plan Snapshot
- Plan Sponsor: Cardiac Study Center, INC. P.S.
- Sponsor EIN: 910919306
- Sponsor Address: 1901 S. CEDAR, SUITE 301, TACOMA, WA, 98405
- Plan Type: 401(k)
- Total Participants: 349
- Total Assets: $36.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 349 | $36.4M | $2.2M | $1.2M |
| 2023 | 256 | $33.8M | $942,289 | $859,683 |
| 2022 | 228 | $28.6M | $717,533 | $814,599 |
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 |
|---|---|---|---|---|
| ONE DIGITAL | NONE | $30,835 | — | $30,835 |
| DP&C | NONE | $18,114 | — | $18,114 |
| RANDALL & HURLEY | NONE | $17,500 | — | $17,500 |
| VANGUARD GROUP INC | NONE | $9,467 | — | $9,467 |
| THE TRAVELERS IDEMNITY COMPANY | NONE | $6,712 | — | $6,712 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ONE DIGITAL — NONE
- DP&C — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $82,628
- Estimated Expense Ratio: 0.227% 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 | $71,544 | — | — | — | — |
| 2023 | $37,750 | — | — | — | — |
| 2022 | $36,926 | — | — | — | — |