Plan Snapshot
- Plan Sponsor: Seattle Roots Community Health
- Sponsor EIN: 237100868
- Sponsor Address: 2101 E YESLER WAY, SUITE 210, SEATTLE, WA, 981225959
- Plan Type: 401(k)
- Total Participants: 287
- Total Assets: $24.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 287 | $24.0M | $1.0M | $1.4M |
| 2023 | 270 | $21.9M | $783,171 | $1.2M |
| 2022 | 259 | $18.8M | $677,161 | $1.1M |
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 |
|---|---|---|---|---|
| USI ADVISORS, INC. | NONE | $40,000 | — | $40,000 |
| USI CONSULTING GROUP, INC. | NONE | $10,385 | — | $10,385 |
| CHARLES SCHWAB TRUST BANK | NONE | $5,724 | $990 | $6,714 |
| DZA, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CHARLES SCHWAB TRUST BANK — NONE
- DZA, PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $57,099
- Estimated Expense Ratio: 0.238% 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 | $56,109 | $40,000 | — | — | — |
| 2023 | $52,869 | $40,000 | — | — | — |
| 2022 | $49,741 | $40,000 | — | — | $4,410 |