Plan Snapshot
- Plan Sponsor: Seattle Childrens Healthcare System
- Sponsor EIN: 911250116
- Sponsor Address: PO BOX 5371, MS 818-S, SEATTLE, WA, 98145
- Plan Type: 401(k)
- Total Participants: 10,359
- Total Assets: $1.5B
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 10,359 | $1.5B | $60.7M | $77.1M |
| 2023 | 10,042 | $1.2B | $56.4M | $70.8M |
| 2022 | 9,491 | $966.6M | $43.8M | $59.2M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $521,612 | — | $521,612 |
| STRATEGIC ADVISORS, INC. | ADVISOR | $185,254 | — | $185,254 |
| CLARK NUBER P.S. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- STRATEGIC ADVISORS, INC. — ADVISOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $706,866
- Estimated Expense Ratio: 0.049% 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 | $710,166 | $185,254 | $3,300 | — | — |
| 2023 | $731,532 | $187,833 | $600 | — | — |
| 2022 | $761,312 | $119,813 | — | — | $641,499 |