Plan Snapshot
- Plan Sponsor: Spokane United Methodist Homes, INC
- Sponsor EIN: 910715658
- Sponsor Address: 2903 E. 25TH AVENUE, SPOKANE, WA, 99223
- Plan Type: 401(k)
- Plan Number: 002
- Total Participants: 472
- Total Assets: $15.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 472 | $15.1M | $373,521 | $1.3M |
| 2023 | 480 | $12.9M | $343,895 | $1.3M |
| 2022 | 434 | $11.1M | $275,287 | $1.1M |
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 |
|---|---|---|---|---|
| T. ROWE PRICE RPS, INC. | Other Service Provider | $133,272 | — | $133,272 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $133,272
- Estimated Expense Ratio: 0.881% 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 | $54,979 | $54,979 | — | — | — |
| 2023 | $49,048 | $49,048 | — | — | — |
| 2022 | $44,003 | — | — | — | — |