Plan Snapshot
- Plan Sponsor: French-American School Of Puget Sound
- Sponsor EIN: 911682584
- Sponsor Address: 3795 E MERCER WAY, MERCER ISLAND, WA, 980403849
- Plan Type: 403(b)
- Total Participants: 110
- Total Assets: $11.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 110 | $11.4M | $489,866 | $495,678 |
| 2023 | 108 | $9.2M | $435,260 | $396,410 |
| 2022 | 90 | $7.2M | $361,929 | $359,807 |
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 |
|---|---|---|---|---|
| BDO USA, P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BDO USA, P.C. — Auditor
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 | $177 | — | $177 | — | — |
| 2023 | — | — | — | — | — |
| 2022 | $1,648 | — | $1,648 | — | — |