Plan Snapshot
- Plan Sponsor: Multicare Health System
- Sponsor EIN: 911352172
- Sponsor Address: PO BOX 5299 MAILSTOP 1313-5-HP, TACOMA, WA, 98415
- Plan Type: DC
- Total Participants: 12,528
- Total Assets: $561.6M
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 | 12,528 | $561.6M | $56.5M | $0 |
| 2023 | 11,706 | $478.4M | $54.2M | $0 |
| 2022 | 11,048 | $385.2M | $49.8M | $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 |
|---|---|---|---|---|
| BAKER TILLY US, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAKER TILLY US, 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 | $366,973 | $185,929 | — | — | — |
| 2023 | $328,386 | — | — | — | — |
| 2022 | $286,853 | $181,267 | — | — | $600 |