Plan Snapshot
- Plan Sponsor: The Open Window School
- Sponsor EIN: 911303536
- Sponsor Address: 6128 168TH PLACE SE, BELLEVUE, WA, 980065679
- Plan Type: 403(b)
- Total Participants: 81
- Total Assets: $12.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- 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 | 81 | $12.5M | $389,091 | $602,649 |
| 2023 | 78 | $10.3M | $369,595 | $559,740 |
| 2022 | 81 | $8.6M | $312,383 | $469,210 |
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 P.S. | 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 | $23,701 | — | $23,701 | — | — |
| 2023 | $18,424 | — | $18,424 | — | — |
| 2022 | $18,907 | — | $18,907 | — | — |