Plan Snapshot
- Plan Sponsor: Eastside Retirement Association Dba Emerald Heights
- Sponsor EIN: 911261904
- Sponsor Address: 10901 176TH CIRCLE NE, REDMOND, WA, 98052
- Plan Type: 403(b)
- Total Participants: 496
- Total Assets: $15.2M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 496 | $15.2M | $384,049 | $1.1M |
| 2023 | 460 | $13.1M | $368,782 | $978,357 |
| 2022 | 425 | $11.3M | $360,709 | $945,393 |
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 | $31,881 | — | $25,749 | — | — |
| 2023 | $31,670 | — | $25,389 | — | — |
| 2022 | $34,289 | — | $28,098 | — | — |