Plan Snapshot
- Plan Sponsor: Kitsap Mental Health Services
- Sponsor EIN: 911020106
- Sponsor Address: 5455 ALMIRA DRIVE NE, BREMERTON, WA, 98311
- Plan Type: 403(b)
- Total Participants: 602
- Total Assets: $21.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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 | 602 | $21.5M | $1.2M | $1.5M |
| 2023 | 583 | $18.7M | $871,588 | $1.1M |
| 2022 | 515 | $15.8M | $723,819 | $967,451 |
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 | $103,221 | — | — | — | — |
| 2023 | $85,420 | — | — | — | — |
| 2022 | $86,099 | $86,099 | — | — | — |