Plan Snapshot
- Plan Sponsor: Children'S University Medical Group
- Sponsor EIN: 911336707
- Sponsor Address: 4500 SANDPOINT WAY NE, SEATTLE, WA, 98105
- Plan Type: DC
- Total Participants: 898
- Total Assets: $255.7M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 898 | $255.7M | $12.4M | $0 |
| 2023 | 871 | $225.6M | $11.3M | $0 |
| 2022 | 844 | $193.2M | $10.5M | $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 |
|---|---|---|---|---|
| CLARK NUBER, PS | 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 | $48,571 | — | $38,889 | — | — |
| 2023 | $29,026 | — | $291 | — | — |
| 2022 | $53,728 | — | $625 | — | — |