Plan Snapshot
- Plan Sponsor: Society Of Photo Optical Instrumentation Engineers
- Sponsor EIN: 952142678
- Sponsor Address: 1000 20TH STREET, BELLINGHAM, WA, 98225
- Plan Type: 403(b)
- Total Participants: 175
- Total Assets: $64.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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 | 175 | $64.0M | $1.7M | $1.8M |
| 2023 | 185 | $58.3M | $1.7M | $1.7M |
| 2022 | 189 | $49.6M | $1.6M | $1.6M |
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 |
|---|---|---|---|---|
| TIAA | NONE | $5,927 | — | $5,927 |
| CLARK NUBER P.S. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TIAA — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $5,927
- Estimated Expense Ratio: 0.009% 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 | $5,927 | — | $4,577 | — | — |
| 2023 | $1,578 | — | — | — | — |
| 2022 | $1,353 | — | — | — | — |