# Spokane United Methodist Homes, INC DB Plan
Source: https://planprovider.pro/companies/spokane-united-methodist-homes-inc-910715658-001

> Spokane United Methodist Homes, INC's DB plan: 102 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Spokane United Methodist Homes, INC

- **Sponsor EIN:** 910715658

- **Sponsor Address:** 2903 E. 25TH AVENUE, SPOKANE, WA, 99223

- **Plan Type:** DB

- **Plan Number:** 001

- **Total Participants:** 102

- **Total Assets:** $16.5M

## 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|102|$16.5M|$708,000|$0|

| 2023|114|$15.1M|$702,000|$0|

| 2022|122|$12.9M|$516,000|$0|

## 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|

| UBS FINANCIAL SERVICES INC.|Recordkeeper|$53,851|—|$53,851|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [UBS FINANCIAL SERVICES INC.](https://planprovider.pro/provider/aspire-financial-services) — Recordkeeper

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $53,851

- **Estimated Expense Ratio:** 0.326% 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|$53,933|$53,851|—|—|—|

| 2023|$49,105|$48,972|—|—|—|

| 2022|$42,807|$42,807|—|—|—|

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