Plan Snapshot
- Plan Sponsor: University Preparatory Academy
- Sponsor EIN: 910974344
- Sponsor Address: 8000 25TH AVENUE NE, SEATTLE, WA, 981154600
- Plan Type: 401(k)
- Total Participants: 155
- Total Assets: $39.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 155 | $39.9M | $820,864 | $1.3M |
| 2023 | 216 | $34.7M | $731,936 | $1.2M |
| 2022 | 198 | $31.1M | $653,153 | $1.0M |
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 PS | 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 | $54,331 | — | $54,331 | — | — |
| 2023 | $18,178 | — | $18,178 | — | — |
| 2022 | $20,705 | $20,705 | — | — | — |