Plan Snapshot
- Plan Sponsor: Puget Sound Kidney Centers
- Sponsor EIN: 911102033
- Sponsor Address: 1019 PACIFIC AVE, EVERETT, WA, 98201
- Plan Type: 403(b)
- Plan Number: 001
- Total Participants: 449
- Total Assets: $29.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 449 | $29.5M | $0 | $0 |
| 2024 | 283 | $26.1M | $727,881 | $1.4M |
| 2023 | 270 | $26.2M | $640,330 | $1.2M |
| 2022 | 262 | $25.8M | $632,642 | $1.2M |
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 |
|---|---|---|---|---|
| NATIONWIDE | Recordkeeper | $23,536 | — | $23,536 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- NATIONWIDE — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $23,536
- Estimated Expense Ratio: 0.080% 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 |
|---|---|---|---|---|---|
| 2025 | $1,421,899 | — | $46,242 | — | — |
| 2024 | $23,536 | — | $23,536 | — | — |
| 2023 | $75,346 | — | — | — | — |
| 2022 | $84,154 | — | $84,154 | — | — |