Plan Snapshot
- Plan Sponsor: Kitsap Mental Health Services
- Sponsor EIN: 911020106
- Sponsor Address: 5455 ALMIRA DRIVE NE, BREMERTON, WA, 98311
- Plan Type: 401(k)
- Plan Number: 502
- Total Participants: 581
- Total Assets: $0
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- 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 | 581 | $0 | $0 | $0 |
| 2023 | 557 | $0 | $0 | $0 |
| 2022 | 488 | $0 | $0 | $0 |
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 |
|---|---|---|---|---|
| PREMERA BLUE CROSS | Recordkeeper | $102,794 | — | $102,794 |
| LOCKTON COMPANIES, LLC | Investment Advisor | — | $71,205 | $71,205 |
| SUN LIFE ASSURANCE CO. OF CANADA | Recordkeeper | $20,840 | — | $20,840 |
| THE HARFORD | Recordkeeper | $18,355 | — | $18,355 |
| CURALINC HEALTHCARE | Recordkeeper | $16,044 | — | $16,044 |
| NAVIA BENEFIT SOLUTIONS | Recordkeeper | $13,783 | — | $13,783 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SUN LIFE ASSURANCE CO. OF CANADA — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $243,021
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 | — | — | — | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |