Plan Snapshot
- Plan Sponsor: Seattle Police Officers Guild, INC.
- Sponsor EIN: 207055468
- Sponsor Address: PO BOX 80666, SEATTLE, WA, 98108
- Plan Type: 401(k)
- Plan Number: 503
- Total Participants: 980
- Total Assets: $6.0M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 980 | $6.0M | $1.2M | $0 |
| 2023 | 1,014 | $7.6M | $1.2M | $0 |
| 2022 | 1,022 | $8.5M | $1.2M | $0 |
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 |
|---|---|---|---|---|
| SEATTLE POLICE OFFICERS GUILD | Other Service Provider | $139,080 | — | $139,080 |
| THE WAGNER LAW GROUP | ERISA Attorney | $51,401 | — | $51,401 |
| IN THE BLACK, LLC | Other Service Provider | $39,883 | — | $39,883 |
| TRUSTEE 01 | Custodian / Trustee | — | $37,200 | $37,200 |
| MORGAN STANLEY SMITH BARNEY | Recordkeeper | $36,985 | — | $36,985 |
| MILLER KAPLAN ARASE LLP | Auditor | $18,700 | — | $18,700 |
| CITY OF SEATTLE | Other Service Provider | $9,506 | — | $9,506 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- THE WAGNER LAW GROUP — ERISA Attorney
- MORGAN STANLEY SMITH BARNEY — Recordkeeper
- MILLER KAPLAN ARASE LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $332,755
- Estimated Expense Ratio: 5.528% 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 | $363,544 | $36,685 | $139,080 | $18,700 | — |
| 2023 | $415,040 | $29,094 | $125,380 | $17,900 | — |
| 2022 | $263,046 | $40,412 | — | — | $51,578 |