Plan Snapshot
- Plan Sponsor: Seattle University
- Sponsor EIN: 910565006
- Sponsor Address: 901 12TH AVENUE, SEATTLE, WA, 98122
- Plan Type: 403(b)
- Total Participants: 2,024
- Total Assets: $478.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: Yes
- 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 | 2,024 | $478.9M | $11.2M | $11.7M |
| 2023 | 1,965 | $434.1M | $10.4M | $10.2M |
| 2022 | 2,067 | $378.5M | $7.8M | $9.2M |
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 |
|---|---|---|---|---|
| FID INV INSTL OPS CO | RECORDKEEPER | $224,783 | — | $224,783 |
| MULTINOMAH GROUP INC | CONSULTANT | $9,960 | — | $9,960 |
| CLARK NUBER PS | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FID INV INSTL OPS CO — RECORDKEEPER
- MULTINOMAH GROUP INC — CONSULTANT
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $234,743
- 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 | $234,743 | — | $9,960 | — | — |
| 2023 | $223,041 | — | — | — | — |
| 2022 | $223,814 | — | $7,800 | — | — |