Plan Snapshot
- Plan Sponsor: The Bush School
- Sponsor EIN: 910161095
- Sponsor Address: 3400 EAST HARRISON STREET, SEATTLE, WA, 98112
- Plan Type: 403(b)
- Plan Number: 003
- Total Participants: 297
- Total Assets: $49.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 297 | $49.7M | $903,136 | $1.3M |
| 2023 | 259 | $45.8M | $858,498 | $1.2M |
| 2022 | 218 | $45.3M | $787,877 | $1.1M |
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 |
|---|---|---|---|---|
| USI ADVISORS | Investment Advisor | $61,232 | — | $61,232 |
| CHARLES SCHWAB TRUST BANK | Custodian / Trustee | $4,634 | $1,973 | $6,607 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CHARLES SCHWAB TRUST BANK — Custodian / Trustee
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $67,839
- Estimated Expense Ratio: 0.137% 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 | $72,343 | $61,232 | — | — | — |
| 2023 | $68,726 | $56,772 | — | — | — |
| 2022 | $57,655 | $52,594 | — | — | $1,975 |