Plan Snapshot
- Plan Sponsor: University Child Development School
- Sponsor EIN: 911176120
- Sponsor Address: 5062 9TH AVENUE NE, SEATTLE, WA, 98105
- Plan Type: 403(b)
- Plan Number: 001
- Total Participants: 108
- Total Assets: $20.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 108 | $20.9M | $460,653 | $496,675 |
| 2023 | 108 | $19.0M | $475,944 | $529,097 |
| 2022 | 105 | $16.3M | $467,794 | $480,989 |
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 |
|---|---|---|---|---|
| USI ADVISORS | Other Service Provider | $22,500 | — | $22,500 |
| USI CONSULTING GROUP | Other Service Provider | $6,348 | — | $6,348 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $28,848
- Estimated Expense Ratio: 0.138% 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 | $28,848 | $22,500 | — | — | — |
| 2023 | $31,900 | $22,500 | — | — | — |
| 2022 | $23,650 | $22,500 | — | — | — |