Plan Snapshot
- Plan Sponsor: St. Thomas School
- Sponsor EIN: 910840110
- Sponsor Address: 8300 NE 12TH STREET, MEDINA, WA, 980393100
- Plan Type: 403(b)
- Total Participants: 103
- Total Assets: $19.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- 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. |
|---|---|---|---|---|
| 2025 | 103 | $19.7M | $0 | $0 |
| 2024 | 91 | $17.3M | $0 | $0 |
| 2023 | 83 | $14.7M | $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 |
|---|---|---|---|---|
| AAFCPAS, INC. | Auditor | $18,643 | — | $18,643 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $18,643
- Estimated Expense Ratio: 0.095% 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 |
|---|---|---|---|---|---|
| 2025 | $74,966 | $15,000 | — | $18,643 | — |
| 2024 | $73,904 | $20,000 | — | $17,616 | — |
| 2023 | $54,654 | — | $54,654 | — | — |