Plan Snapshot
- Plan Sponsor: Overlake Hospital Medical Center
- Sponsor EIN: 910652651
- Sponsor Address: 1035 116TH AVENUE NORTHEAST, BELLEVUE, WA, 980044604
- Plan Type: 403(b)
- Total Participants: 3,851
- Total Assets: $653.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 3,851 | $653.5M | $19.4M | $37.0M |
| 2023 | 3,637 | $547.7M | $17.4M | $33.0M |
| 2022 | 3,392 | $434.6M | $15.5M | $28.5M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $258,830 | — | $258,830 |
| LUCID ADVISORS, INC. | INVEST ADVISOR | $42,208 | — | $42,208 |
| CLARK NUBER | AUDITOR | $34,833 | — | $34,833 |
| EISENHOWER & CARLSON | LEGAL | $9,620 | — | $9,620 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- EISENHOWER & CARLSON — LEGAL
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $345,491
- Estimated Expense Ratio: 0.053% of plan assets
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 | $345,491 | $42,208 | — | $34,833 | — |
| 2023 | $242,962 | $26,775 | — | $13,000 | — |
| 2022 | $303,359 | $24,013 | — | — | $24,000 |