Plan Snapshot
- Plan Sponsor: Stafford Health Services, INC.
- Sponsor EIN: 910841068
- Sponsor Address: 33507 - 9TH AVE S, SUITE C-3, FEDERAL WAY, WA, 98003
- Plan Type: 401(k)
- Total Participants: 0
- Total Assets: $0
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- 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. |
|---|---|---|---|---|
| 2023 | 0 | $0 | $80,724 | $275,768 |
| 2022 | 264 | $5.4M | $143,056 | $443,908 |
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 |
|---|---|---|---|---|
| MAYER HOFFMAN MCCANN PC | Auditor | $9,349 | — | $9,349 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $9,349
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 |
|---|---|---|---|---|---|
| 2023 | $58,361 | $11,711 | $17,091 | $9,349 | — |
| 2022 | $58,101 | $15,720 | $28,293 | — | $14,088 |