# University Preparatory Academy 401(k) Plan
Source: https://planprovider.pro/companies/university-preparatory-academy-401k-plan

> University Preparatory Academy's 401(k) plan: 155 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|—|—|—|

## Similar Plans

- [The Overlake School](https://planprovider.pro/companies/the-overlake-school-403b-plan) — 154 participants

- [Charles Wright Academy](https://planprovider.pro/companies/charles-wright-academy-403b-plan) — 152 participants

- [The Northwest School Of The Arts, Humanities And Environment](https://planprovider.pro/companies/the-northwest-school-of-the-arts-humanities-and-environment-403b-plan) — 140 participants

- [Cornish College Of The Arts](https://planprovider.pro/companies/cornish-college-of-the-arts-403b-plan) — 170 participants

- [Eastside Catholic School](https://planprovider.pro/companies/eastside-catholic-school-401k-plan) — 134 participants

- [Medbridge, INC.](https://planprovider.pro/companies/medbridge-inc-401k-plan) — 125 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/university-preparatory-academy-401k-plan)

© 2026 PlanProvider.Pro