Plan Snapshot
- Plan Sponsor: Kitsap Community Resources
- Sponsor EIN: 910791411
- Sponsor Address: 845 8TH ST, BREMERTON, WA, 983371517
- Plan Type: 401(k)
- Total Participants: 99
- Total Assets: $3.8M
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 | 99 | $3.8M | $277,668 | $92,548 |
| 2023 | 106 | $3.9M | $301,106 | $113,790 |
| 2022 | 93 | $3.7M | $266,020 | $127,973 |
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 |
|---|---|---|---|---|
| HEARTHSTONE CPA GROUP | 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 | $1,875 | — | $1,875 | — | — |
| 2023 | $4,768 | — | $4,768 | — | — |
| 2022 | $3,947 | — | $3,947 | — | — |