# Foster Garvey P.C. DC Plan
Source: https://planprovider.pro/companies/foster-garvey-p-c-plan

> Foster Garvey P.C.'s DC plan: 284 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Foster Garvey P.C.

- **Sponsor EIN:** 910876461

- **Sponsor Address:** 1111 3RD AVENUE, SUITE 3000, SEATTLE, WA, 981013299

- **Plan Type:** DC

- **Total Participants:** 284

- **Total Assets:** $255.4M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** Yes

- **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|284|$255.4M|$2.5M|$3.9M|

| 2023|267|$237.4M|$2.4M|$3.8M|

| 2022|270|$211.5M|$2.3M|$3.6M|

## 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|

| SAGEVIEW ADVISORY GROUP, LLC|INVESTMENT ADVISOR/CONSUL|$61,856|—|$61,856|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$45,398|—|$45,398|

| ALDRICH SERVICES LLP|ACCOUNTANT/AUDITOR|$23,626|—|$23,626|

| ALDRICH CPAS & ADVISORS LLP|Auditor|$23,626|—|$23,626|

| STRATEGIC ADVISORS, INC.|ADVISOR|$12,605|—|$12,605|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [SAGEVIEW ADVISORY GROUP, LLC](https://planprovider.pro/provider/sageview-advisory-group) — INVESTMENT ADVISOR/CONSUL

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [ALDRICH CPAS & ADVISORS LLP](https://planprovider.pro/provider/aldrich-cpas-advisors-llp) — Auditor

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — ADVISOR

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $167,111

- **Estimated Expense Ratio:** 0.065% 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|$143,185|$14,586|—|$23,626|—|

| 2023|$138,350|$31,463|—|$24,900|—|

| 2022|$154,363|$15,131|—|—|—|

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