Plan Snapshot
- Plan Sponsor: Slingshot Benefits Health Trust
- Sponsor EIN: 476342357
- Sponsor Address: 12121 HARBOUR REACH DR, SUITE 105, MUKILTEO, WA, 98275
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 2,133
- Total Assets: $189,091
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 | 2,133 | $189,091 | $1.3M | $999 |
| 2023 | 2,248 | $224,333 | $1.3M | $1,829 |
| 2022 | 1,874 | $54,300 | $1.4M | $1,192 |
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 |
|---|---|---|---|---|
| ABD INSURANCE & FINANCIAL SERVICES, | Other Service Provider | $54,877 | — | $54,877 |
| VIMLY BENEFIT SOLUTIONS, INC | Other Service Provider | $54,562 | — | $54,562 |
| DIGITAL INSURANCE, INC. | Other Service Provider | $21,553 | — | $21,553 |
| ANASTASI, MOORE & MARTIN, PLLC | Auditor | $17,000 | — | $17,000 |
| LAW OFFICE OF RICHARD A EKMAN, P.S. | ERISA Attorney | $16,657 | — | $16,657 |
| ACRISURE NW PARTNERS INSURANCE SVCS | Other Service Provider | $15,925 | — | $15,925 |
| RICHARD A EKMAN | ERISA Attorney | $11,657 | — | $11,657 |
| FINANCIAL PLANNING CONCEPTS, INC. | Other Service Provider | $6,219 | — | $6,219 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ANASTASI, MOORE & MARTIN, PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $198,450
- Estimated Expense Ratio: 104.949% 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 | $221,610 | $533 | $53,613 | $17,000 | — |
| 2023 | $866,322 | $1,709 | $224,246 | $16,600 | — |
| 2022 | $179,725 | — | $38,940 | — | $131,665 |