Plan Snapshot
- Plan Sponsor: Swedish Health Services
- Sponsor EIN: 910433740
- Sponsor Address: 1801 LIND AVE, SW, RENTON, WA, 980579016
- Plan Type: 403(b)
- Total Participants: 891
- Total Assets: $292.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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 | 891 | $292.7M | $0 | $0 |
| 2023 | 921 | $278.0M | $0 | $0 |
| 2022 | 1,068 | $256.3M | $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 |
|---|---|---|---|---|
| PLAN MEMBER SERVICES | Recordkeeper | $67,319 | — | $67,319 |
| STRATEGIC ADVISORS, INC. | Investment Advisor | $10,949 | — | $10,949 |
| FIDELITY | Recordkeeper | $10,233 | — | $10,233 |
| MILLIMAN | Recordkeeper | $7,219 | — | $7,219 |
| SEVEN SIMPLE MACHINE | Other Service Provider | $6,730 | — | $6,730 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STRATEGIC ADVISORS, INC. — Investment Advisor
- FIDELITY — Recordkeeper
- MILLIMAN — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $102,450
- Estimated Expense Ratio: 0.035% 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 | $108,698 | $10,949 | $13,949 | — | — |
| 2023 | $140,483 | $8,905 | — | $21,069 | — |
| 2022 | $112,997 | $13,603 | $99,394 | — | — |