# Seattle Roots Community Health 401(k) Plan
Source: https://planprovider.pro/companies/country-doctor-community-clinic-401k-plan

> Seattle Roots Community Health's 401(k) plan: 287 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/charles-schwab-and-co-inc) — NONE

- [DZA, PLLC](https://planprovider.pro/provider/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|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/country-doctor-community-clinic-401k-plan)

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