# Spokane United Methodist Homes, INC 401(k) Plan
Source: https://planprovider.pro/companies/spokane-united-methodist-homes-inc-910715658-002

> Spokane United Methodist Homes, INC's 401(k) plan: 472 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:** 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|—|—|—|—|

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