# University Child Development School 403(b) Plan
Source: https://planprovider.pro/companies/university-child-development-school-911176120-001

> University Child Development School's 403(b) plan: 108 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|—|—|—|

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