Plan Snapshot
- Plan Sponsor: Center For Human Services
- Sponsor EIN: 237082323
- Sponsor Address: 14803 15TH AVE NE, SHORELINE, WA, 981557110
- Plan Type: 403(b)
- Total Participants: 152
- Total Assets: $2.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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 | 152 | $2.7M | $198,023 | $447,220 |
| 2023 | 140 | $1.7M | $194,239 | $391,580 |
| 2022 | 130 | $954,328 | $176,147 | $250,928 |
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 |
|---|---|---|---|---|
| JACOBSON JARVIS & CO., PLLC | 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 | $19,832 | $19,832 | — | — | — |
| 2023 | $8,259 | — | $8,259 | — | — |
| 2022 | $2,950 | — | $2,950 | — | — |