Plan Snapshot
- Plan Sponsor: Charles Wright Academy
- Sponsor EIN: 910673111
- Sponsor Address: 7723 CHAMBERS CREEK RD W, TACOMA, WA, 98467
- Plan Type: 403(b)
- Total Participants: 152
- Total Assets: $38.5M
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 | $38.5M | $402,811 | $497,150 |
| 2023 | 116 | $37.8M | $413,952 | $481,887 |
| 2022 | 113 | $34.7M | $453,227 | $532,222 |
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 |
|---|---|---|---|---|
| CLARK NUBER 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 | $275 | — | — | — | — |
| 2023 | $24,163 | $24,163 | — | — | — |
| 2022 | $53,643 | $30,448 | — | — | $23,195 |