Plan Snapshot
- Plan Sponsor: Skookum Educational Programs
- Sponsor EIN: 911434778
- Sponsor Address: 4525 AUTO CENTER WAY, BREMERTON, WA, 98312
- Plan Type: 401(k)
- Total Participants: 1,399
- Total Assets: $51.5M
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 | 1,399 | $51.5M | $5.2M | $2.4M |
| 2023 | 1,332 | $44.6M | $4.9M | $2.0M |
| 2022 | 1,279 | $37.6M | $4.6M | $1.9M |
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 |
|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | NONE | $207,213 | $6,766 | $213,979 |
| ALERA INVESTMENT ADVISORS, LLC | NONE | $67,407 | — | $67,407 |
| RELIANCE | NONE | — | $5,822 | $5,822 |
| SWEENEY CONRAD, P.S. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STANCORP FINANCIAL GROUP — NONE
- ALERA INVESTMENT ADVISORS, LLC — NONE
- RELIANCE — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $287,208
- Estimated Expense Ratio: 0.557% 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 | $274,633 | $67,407 | $207,226 | — | — |
| 2023 | $242,298 | $57,862 | $184,436 | — | — |
| 2022 | $255,438 | — | $255,438 | — | — |