Plan Snapshot
- Plan Sponsor: Community Youth Services
- Sponsor EIN: 910859922
- Sponsor Address: 711 STATE AVE NE, OLYMPIA, WA, 985063984
- Plan Type: 403(b)
- Total Participants: 157
- Total Assets: $6.3M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- 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 | 157 | $6.3M | $280,816 | $287,883 |
| 2023 | 160 | $5.4M | $254,093 | $208,907 |
| 2022 | 154 | $4.4M | $235,669 | $201,472 |
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 |
|---|---|---|---|---|
| PENSION ASSURANCE LLP | Auditor | $26,551 | — | $26,551 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PENSION ASSURANCE LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $26,551
- Estimated Expense Ratio: 0.422% of plan assets
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 | $26,551 | — | — | $26,551 | — |
| 2023 | $21,471 | $21,471 | — | — | — |
| 2022 | $21,003 | $21,003 | — | — | — |