Plan Snapshot
- Plan Sponsor: Senior Services Of America, LLC
- Sponsor EIN: 912060382
- Sponsor Address: 5401 32ND AVE., GIG HARBOR, WA, 98335
- Plan Type: 401(k)
- Total Participants: 560
- Total Assets: $2.0M
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 | 560 | $2.0M | $95,673 | $247,744 |
| 2023 | 548 | $1.7M | $77,938 | $201,450 |
| 2022 | 408 | $1.3M | $51,390 | $133,118 |
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 |
|---|---|---|---|---|
| JOHNSON, STONE, PAGANO, P.S. | Auditor | — | — | $0 |
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 | $8,164 | $4,535 | $2,175 | — | — |
| 2023 | $4,880 | — | $1,550 | — | — |
| 2022 | $4,779 | — | — | — | — |