Plan Snapshot
- Plan Sponsor: United Way Of King County
- Sponsor EIN: 910565555
- Sponsor Address: 720 SECOND AVE, SEATTLE, WA, 98104
- Plan Type: 401(k)
- Total Participants: 122
- Total Assets: $16.4M
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. |
|---|---|---|---|---|
| 2024 | 122 | $16.4M | $343,365 | $859,276 |
| 2023 | 187 | $15.1M | $189,459 | $860,726 |
| 2022 | 106 | $15.2M | $299,576 | $887,277 |
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 | $28,801 | $21,440 | $7,361 | — | — |
| 2023 | $24,198 | — | $24,198 | — | — |
| 2022 | $37,041 | — | — | — | $37,041 |