Plan Snapshot
- Plan Sponsor: The Ashley House
- Sponsor EIN: 943080307
- Sponsor Address: 33811 9TH AVE S, FEDERAL WAY, WA, 98003
- Plan Type: 403(b)
- Total Participants: 246
- Total Assets: $3.3M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 246 | $3.3M | $383,067 | $582,097 |
| 2023 | 185 | $2.1M | $280,807 | $451,535 |
| 2022 | 140 | $1.3M | $198,291 | $371,494 |
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 |
|---|---|---|---|---|
| JOHNSON, STONE & PAGANO, PS | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JOHNSON, STONE & PAGANO, PS — Auditor
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 | $27,640 | — | $27,640 | — | — |
| 2023 | $20,975 | — | $20,975 | — | — |
| 2022 | $15,917 | — | $15,917 | — | — |