Plan Snapshot
- Plan Sponsor: Valley Cities Counseling And Consultation
- Sponsor EIN: 916063183
- Sponsor Address: 325 W. GOWE STREET, KENT, WA, 98032
- Plan Type: DC
- Total Participants: 594
- Total Assets: $15.8M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 594 | $15.8M | $903,820 | $1.0M |
| 2023 | 576 | $13.6M | $768,018 | $953,108 |
| 2022 | 505 | $10.5M | $699,819 | $841,573 |
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 |
|---|---|---|---|---|
| GALLAGHER FIDUCIARY ADVISORS, LLC | NONE | $31,497 | — | $31,497 |
| JULY BUSINESS SERVICES LLC | RECORKEEPER | $25,728 | — | $25,728 |
| BAKER TILLY US, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JULY BUSINESS SERVICES LLC — RECORKEEPER
- BAKER TILLY US, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $57,225
- Estimated Expense Ratio: 0.363% 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 | $12,250 | — | $12,250 | — | — |
| 2023 | $35,427 | — | $30,252 | — | — |
| 2022 | $51,445 | $23,517 | $22,824 | — | $5,104 |