Plan Snapshot
- Plan Sponsor: Spokane Digestive Disease Center P.S.
- Sponsor EIN: 911013238
- Sponsor Address: 105 WEST 8TH AVE., SUITE 6010, SPOKANE, WA, 99204
- Plan Type: 401(k)
- Total Participants: 100
- Total Assets: $9.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 100 | $9.6M | $494,542 | $451,436 |
| 2023 | 100 | $8.9M | $535,461 | $411,512 |
| 2022 | 93 | $10.7M | $511,921 | $408,633 |
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 |
|---|---|---|---|---|
| HMA CPA, PS | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $33,149 | — | — | — | — |
| 2023 | $52,295 | — | $52,295 | — | — |
| 2022 | $62,780 | $51,139 | $9,117 | — | — |