# The Ashley House 403(b) Plan
Source: https://planprovider.pro/companies/the-ashley-house-403b-plan

> The Ashley House's 403(b) plan: 246 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/johnson-stone-and-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|—|—|

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