Plan Snapshot
- Plan Sponsor: Lutheran Retirement Home Of Greater Seattle
- Sponsor EIN: 910743702
- Sponsor Address: 6720 E. GREEN LAKE WAY N., SEATTLE, WA, 98103
- Plan Type: 401(k)
- Total Participants: 195
- Total Assets: $10.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 195 | $10.3M | $329,959 | $614,695 |
| 2023 | 195 | $9.2M | $302,445 | $476,154 |
| 2022 | 181 | $7.8M | $256,370 | $447,577 |
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 |
|---|---|---|---|---|
| CLARK NUBER P.S | 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 | $26,103 | — | — | — | — |
| 2023 | $40,513 | — | — | — | — |
| 2022 | $48,532 | — | — | — | — |