Plan Snapshot
- Plan Sponsor: Seattle Aquarium Society
- Sponsor EIN: 911189249
- Sponsor Address: 1483 ALASKAN WAY, PIER 59, SEATTLE, WA, 98101
- Plan Type: 403(b)
- Total Participants: 259
- Total Assets: $14.5M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- 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 | 259 | $14.5M | $592,800 | $1.3M |
| 2023 | 223 | $12.8M | $542,433 | $1.1M |
| 2022 | 209 | $10.4M | $411,687 | $939,058 |
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 |
|---|---|---|---|---|
| CLARK NUBER, P.S. | 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 | $78,165 | $23,317 | $54,848 | — | — |
| 2023 | $47,860 | $21,062 | $26,798 | — | — |
| 2022 | $42,829 | — | $40,799 | — | — |