# Society Of Photo Optical Instrumentation Engineers 403(b) Plan
Source: https://planprovider.pro/companies/society-of-photo-optical-instrumentation-engineers-403b-plan

> Society Of Photo Optical Instrumentation Engineers's 403(b) plan: 175 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/tiaa-teachers-insurance-and-annuity-association-of-america-college-retirement-equities-fund) — 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|—|—|—|—|

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