Plan Snapshot
- Plan Sponsor: Eastside Catholic School
- Sponsor EIN: 911034894
- Sponsor Address: 232 - 228TH AVENUE SE, SAMMAMISH, WA, 98074
- Plan Type: 401(k)
- Total Participants: 134
- Total Assets: $13.9M
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 | 134 | $13.9M | $360,320 | $968,185 |
| 2023 | 132 | $11.8M | $335,226 | $965,183 |
| 2022 | 130 | $9.1M | $301,272 | $840,961 |
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 |
|---|---|---|---|---|
| VISSE AND COMPANY | Auditor | $10,035 | — | $10,035 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- VISSE AND COMPANY — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $10,035
- Estimated Expense Ratio: 0.072% 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 | $84,710 | — | $74,675 | $10,035 | — |
| 2023 | $61,034 | — | $61,034 | — | — |
| 2022 | $54,742 | — | $54,742 | — | — |