Plan Snapshot
- Plan Sponsor: Urban League Of Metropolitan Seattle
- Sponsor EIN: 910575954
- Sponsor Address: 105 14TH AVENUE, SEATTLE, WA, 981225594
- Plan Type: 401(k)
- Total Participants: 135
- Total Assets: $1.3M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 135 | $1.3M | $144,306 | $118,162 |
| 2023 | 113 | $1.1M | $129,433 | $86,332 |
| 2022 | 130 | $771,475 | $86,550 | $52,878 |
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 |
|---|---|---|---|---|
| GREENWOOD OHLUND, CPA | 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 | $4,263 | — | — | — | — |
| 2023 | $6,902 | — | — | — | — |
| 2022 | — | — | — | — | — |