Plan Snapshot
- Plan Sponsor: Comprehensive Mental Health Center Of Tacoma-Pierce County
- Sponsor EIN: 910854239
- Sponsor Address: 1201 SOUTH PROCTOR STREET, TACOMA, WA, 98405
- Plan Type: 403(b)
- Total Participants: 267
- Total Assets: $14.4M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- 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 | 267 | $14.4M | $848,433 | $451,218 |
| 2023 | 431 | $13.6M | $763,593 | $272,855 |
| 2022 | 394 | $11.7M | $693,618 | $268,926 |
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 | $37,529 | — | — | — | — |
| 2023 | $68,369 | — | — | — | — |
| 2022 | $59,143 | — | $1,016 | — | $58,127 |