Plan Snapshot
- Plan Sponsor: Casey Family Programs
- Sponsor EIN: 910793881
- Sponsor Address: 2001 8TH AVE, SEATTLE, WA, 98121
- Plan Type: DC
- Total Participants: 330
- Total Assets: $103.9M
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 | 330 | $103.9M | $4.9M | $0 |
| 2023 | 332 | $97.1M | $4.4M | $0 |
| 2022 | 299 | $85.4M | $4.4M | $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 |
|---|---|---|---|---|
| VWC, P.S. | 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 | $3,940 | — | — | — | — |
| 2023 | $3,831 | — | — | — | — |
| 2022 | $4,028 | — | — | — | — |