Plan Snapshot
- Plan Sponsor: St Joseph Health System
- Sponsor EIN: 953589356
- Sponsor Address: 1801 LIND AVE SW, RENTON, WA, 98057
- Plan Type: 403(b)
- Total Participants: 473
- Total Assets: $91.2M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 473 | $91.2M | $0 | $0 |
| 2023 | 507 | $88.1M | $0 | $0 |
| 2022 | 583 | $89.6M | $0 | $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 |
|---|---|---|---|---|
| CLARK NUBER, P.S. | 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 | $21,505 | $10,188 | $6,058 | — | — |
| 2023 | $29,360 | $8,020 | — | $12,044 | — |
| 2022 | $23,250 | $11,385 | — | — | — |