Plan Snapshot
- Plan Sponsor: Neighborhood House, INC.
- Sponsor EIN: 910568305
- Sponsor Address: 1225 S. WELLER ST., SUITE 510, SEATTLE, WA, 98144
- Plan Type: 403(b)
- Total Participants: 341
- Total Assets: $13.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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 | 341 | $13.0M | $706,897 | $1.0M |
| 2023 | 325 | $12.1M | $696,508 | $943,916 |
| 2022 | 337 | $9.4M | $576,045 | $806,980 |
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 |
|---|---|---|---|---|
| JACOBSON JARVIS & CO., PLLC | 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 | $16,685 | $16,685 | — | — | — |
| 2023 | $11,591 | $11,591 | — | — | — |
| 2022 | $177 | $177 | — | — | — |