# United Way Of King County 401(k) Plan
Source: https://planprovider.pro/companies/united-way-of-king-county-plan-004

> United Way Of King County's 401(k) plan: 122 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| HOHIMER WEALTH MANAGEMENT, LLC|INVESTMENT ADVISORY|$21,440|$487|$21,927|

| HUNNEX AND SHOEMAKER INC|CONTRACT ADMINISTRATOR|$1,125|$6,009|$7,134|

| PRINCIPAL LIFE INSURANCE COMPANY|CONTRACT ADMINISTRATOR|$6,236|—|$6,236|

| 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:** $35,297

- **Estimated Expense Ratio:** 0.215% 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|$28,801|$21,440|$7,361|—|—|

| 2023|$24,198|—|$24,198|—|—|

| 2022|$37,041|—|—|—|$37,041|

## Similar Plans

- [Chief Seattle Club](https://planprovider.pro/companies/chief-seattle-club-401k-plan) — 139 participants

- [Coastal Community Action Program](https://planprovider.pro/companies/coastal-community-action-program-plan) — 141 participants

- [Farestart](https://planprovider.pro/companies/farestart-plan-001) — 101 participants

- [Northwest Harvest / E.M.M.](https://planprovider.pro/companies/northwest-harvest-e-m-m-plan) — 99 participants

- [Metropolitan Development Council](https://planprovider.pro/companies/metropolitan-development-council-403b-plan) — 159 participants

- [Compass Housing Alliance](https://planprovider.pro/companies/compass-housing-alliance-plan-001) — 165 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/united-way-of-king-county-plan-004)

© 2026 PlanProvider.Pro