Plan Snapshot
- Plan Sponsor: College Success Foundation
- Sponsor EIN: 912036088
- Sponsor Address: 15500 SE 30TH PLACE, SUITE 200, BELLEVUE, WA, 980076347
- Plan Type: 403(b)
- Total Participants: 190
- Total Assets: $16.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 190 | $16.0M | $534,511 | $809,781 |
| 2023 | 193 | $14.1M | $493,884 | $721,807 |
| 2022 | 145 | $11.8M | $367,924 | $619,943 |
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 |
|---|---|---|---|---|
| EIDE BAILLY LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- EIDE BAILLY LLP — Auditor
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 | $47,836 | — | — | — | — |
| 2023 | $37,707 | — | — | — | — |
| 2022 | $35,462 | — | — | — | — |