Plan Snapshot
- Plan Sponsor: Therapeutic Associates, INC.
- Sponsor EIN: 951519327
- Sponsor Address: 20829 72ND AVE. S, KENT, WA, 98032
- Plan Type: 401(k)
- Plan Number: 002
- Total Participants: 1,507
- Total Assets: $142.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- 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. |
|---|---|---|---|---|
| 2025 | 1,507 | $142.7M | $0 | $0 |
| 2024 | 1,114 | $125.2M | $3.0M | $4.0M |
| 2023 | 945 | $114.7M | $2.8M | $3.9M |
| 2022 | 871 | $94.7M | $2.9M | $3.8M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | Recordkeeper | $50,590 | — | $50,590 |
| THE PARTNERS GROUP | Other Service Provider | $34,750 | — | $34,750 |
| STRATEGIC ADVISORS, INC. | Investment Advisor | $23,361 | — | $23,361 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $108,701
- Estimated Expense Ratio: 0.076% 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 |
|---|---|---|---|---|---|
| 2025 | $11,901,539 | $23,361 | — | — | — |
| 2024 | $57,464 | $17,148 | $300 | — | — |
| 2023 | $60,742 | $15,551 | — | — | — |
| 2022 | $97,200 | $25,483 | — | — | — |