Plan Snapshot
- Plan Sponsor: Childstrive
- Sponsor EIN: 916053563
- Sponsor Address: 906 SE EVERTT MALL WAY, EVERETT, WA, 982083743
- Plan Type: 403(b)
- Total Participants: 107
- Total Assets: $6.0M
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 | 107 | $6.0M | $92,953 | $527,798 |
| 2023 | 110 | $4.9M | $101,891 | $529,643 |
| 2022 | 113 | $3.8M | $87,401 | $453,945 |
| 2021 | 108 | $4.2M | $0 | $0 |
| 2020 | 108 | $3.6M | $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 |
|---|---|---|---|---|
| CLIFTONLARSONALLEN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTONLARSONALLEN 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 | $31,104 | — | $31,104 | — | — |
| 2023 | $25,243 | $7,659 | $17,584 | — | — |
| 2022 | $19,951 | $19,077 | $874 | — | — |
| 2021 | $20,357 | $18,147 | $2,210 | — | — |
| 2020 | $13,913 | $13,813 | $100 | — | — |