Plan Snapshot
- Plan Sponsor: Seattle Metro. Credit Union
- Sponsor EIN: 910176215
- Sponsor Address: 1910 1ST AVENUE SOUTH, SEATTLE, WA, 98134
- Plan Type: 401(k)
- Total Participants: 181
- Total Assets: $16.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- 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 | 181 | $16.1M | $474,369 | $921,346 |
| 2023 | 178 | $17.0M | $389,430 | $866,392 |
| 2022 | 171 | $15.0M | $255,465 | $773,320 |
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 |
|---|---|---|---|---|
| MOSS ADAMS | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MOSS ADAMS — Auditor
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 | $17,759 | $12,156 | — | — | — |
| 2023 | $5,949 | $259 | — | — | — |
| 2022 | $4,998 | — | $4,998 | — | — |