# Seattle Foundation 401(k) Plan
Source: https://planprovider.pro/companies/seattle-foundation-401k-plan

> Seattle Foundation's 401(k) plan: 70 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Seattle Foundation

- **Sponsor EIN:** 916013536

- **Sponsor Address:** 1601 5TH AVE., STE. 1900, SEATTLE, WA, 981013615

- **Plan Type:** 401(k)

- **Total Participants:** 70

- **Total Assets:** $16.0M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** Yes

- **Allows Roth Contributions:** Yes

- **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|70|$16.0M|$685,073|$1.1M|

| 2023|95|$13.9M|$561,527|$1.0M|

| 2022|91|$11.3M|$560,436|$1.1M|

## 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|$33,759|—|$33,759|

| LPL FINANCIAL LLC - RPCP|FINANCIAL ADVISOR|$25,592|—|$25,592|

| HUNNEX AND SHOEMAKER, INC.|TPA|$3,627|$6,025|$9,652|

| CLARK NUBER|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [NATIONWIDE](https://planprovider.pro/provider/nationwide) — RECORDKEEPER

- [LPL FINANCIAL LLC - RPCP](https://planprovider.pro/provider/equitable) — FINANCIAL ADVISOR

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $69,003

- **Estimated Expense Ratio:** 0.430% 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|$28,892|—|$28,892|—|—|

| 2023|$62,109|—|$62,109|—|—|

| 2022|$52,622|—|$52,622|—|—|

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