# Skookum Educational Programs 401(k) Plan
Source: https://planprovider.pro/companies/skookum-educational-programs-401k-plan

> Skookum Educational Programs&#39;s 401(k) plan: 1,399 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/charles-schwab-and-co-inc) — NONE

- [ALERA INVESTMENT ADVISORS, LLC](https://planprovider.pro/provider/alera-investment-advisors-llc) — NONE

- [RELIANCE](https://planprovider.pro/provider/charles-schwab-and-co-inc) — 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|—|—|

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