Plan Snapshot
- Plan Sponsor: Institute For Functional Medicine
- Sponsor EIN: 912107518
- Sponsor Address: 505 S 336TH STREET, FEDERAL WAY, WA, 98003
- Plan Type: 401(k)
- Total Participants: 95
- Total Assets: $6.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 95 | $6.6M | $297,097 | $676,460 |
| 2023 | 97 | $5.2M | $271,118 | $630,023 |
| 2022 | 94 | $4.0M | $475,367 | $592,975 |
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 |
|---|---|---|---|---|
| ANDERS MINKLER HUBER & HELM LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ANDERS MINKLER HUBER & HELM LLP — 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 | $20,762 | $14,014 | $6,748 | — | — |
| 2023 | $13,086 | $10,605 | $2,481 | — | — |
| 2022 | $9,803 | $8,654 | $1,149 | — | — |