# The Bush School 403(b) Plan
Source: https://planprovider.pro/companies/the-bush-school-910161095-003

> The Bush School's 403(b) plan: 297 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/charles-schwab-and-co-inc) — 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|

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