Plan Snapshot
- Plan Sponsor: Washington State Hospital Association
- Sponsor EIN: 910584257
- Sponsor Address: 999 THIRD AVENUE, SEATTLE, WA, 98104
- Plan Type: 401(k)
- Total Participants: 80
- Total Assets: $22.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 80 | $22.8M | $662,252 | $1.0M |
| 2023 | 81 | $19.3M | $618,244 | $950,330 |
| 2022 | 80 | $16.6M | $507,389 | $862,097 |
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 | Other Service Provider | $41,364 | — | $41,364 |
| NWPS | Recordkeeper | $19,768 | — | $19,768 |
| MATRIX TRUST COMPANY | Recordkeeper | $7,200 | — | $7,200 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- NWPS — Recordkeeper
- MATRIX TRUST COMPANY — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $68,332
- Estimated Expense Ratio: 0.299% 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 | $68,332 | $41,364 | — | — | — |
| 2023 | $38,931 | $34,746 | — | — | — |
| 2022 | $54,506 | $34,738 | $14,787 | — | — |