Plan Snapshot
- Plan Sponsor: The Association Of University Physicians
- Sponsor EIN: 911220843
- Sponsor Address: 850 REPUBLICAN STREET, SEATTLE, WA, 98109
- Plan Type: DC
- Total Participants: 3,026
- Total Assets: $499.3M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- 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 | 3,026 | $499.3M | $26.0M | $0 |
| 2023 | 2,802 | $437.4M | $22.4M | $0 |
| 2022 | 2,661 | $371.4M | $19.8M | $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 |
|---|---|---|---|---|
| CLARK NUBER, PS | Auditor | — | — | $0 |
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 | $91,575 | — | — | — | — |
| 2023 | $94,918 | — | $3,927 | — | — |
| 2022 | $111,809 | — | $735 | — | — |