Plan Snapshot
- Plan Sponsor: Therapeutic Health Services
- Sponsor EIN: 910882971
- Sponsor Address: 1116 SUMMIT AVENUE, SEATTLE, WA, 98101
- Plan Type: 403(b)
- Total Participants: 232
- Total Assets: $8.5M
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 | 232 | $8.5M | $539,083 | $558,121 |
| 2023 | 236 | $7.0M | $536,393 | $590,246 |
| 2022 | 227 | $5.7M | $281,011 | $666,245 |
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 |
|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | NONE | $60,838 | $405 | $61,243 |
| BAKER TILLY US, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STANCORP FINANCIAL GROUP — NONE
- BAKER TILLY US, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $61,243
- Estimated Expense Ratio: 0.724% 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 | $62,426 | — | $62,426 | — | — |
| 2023 | $32,988 | — | $32,988 | — | — |
| 2022 | $31,718 | — | $31,718 | — | — |