Plan Snapshot
- Plan Sponsor: Experience Learning Community
- Sponsor EIN: 911626784
- Sponsor Address: 120 6TH AVE NORTH, SEATTLE, WA, 98109
- Plan Type: 401(k)
- Plan Number: 002
- Total Participants: 224
- Total Assets: $19.1M
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. |
|---|---|---|---|---|
| 2025 | 224 | $19.1M | $0 | $0 |
| 2024 | 132 | $16.9M | $199,654 | $619,472 |
| 2023 | 117 | $15.5M | $125,653 | $515,561 |
| 2022 | 103 | $12.5M | $190,454 | $544,495 |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | Recordkeeper | $5,476 | — | $5,476 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $5,476
- Estimated Expense Ratio: 0.029% 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 |
|---|---|---|---|---|---|
| 2025 | $1,633,901 | — | — | — | — |
| 2024 | $6,590 | — | — | — | — |
| 2023 | $5,938 | — | — | — | — |
| 2022 | $5,697 | — | — | — | — |