Plan Snapshot
- Plan Sponsor: Newport Children'S School, INC.
- Sponsor EIN: 911086032
- Sponsor Address: 12930 SE NEWPORT WAY, BELLEVUE, WA, 98006
- Plan Type: 401(k)
- Total Participants: 129
- Total Assets: $5.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 129 | $5.4M | $77,034 | $410,064 |
| 2023 | 129 | $4.8M | $78,504 | $356,763 |
| 2022 | 115 | $4.0M | $65,952 | $356,694 |
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 | $49,993 | $49,993 | — | — | — |
| 2023 | $29,384 | $29,384 | — | — | — |
| 2022 | $30,295 | $30,295 | — | — | — |