Plan Ledger DOL Form 5500 · updated monthly

Casey Family ProgramsMoney purchase plan

CASEY FAMILY PROGRAMS 401(A) EMPLOYER FUNDED LONG TERM SAVINGS PLAN AND TRUST · SEATTLE, WA · plan year 2025

Reported admin expense ratio · 2025
0.00%

Peer grade: A · admin costs + employer contributions vs same-size plans · how grading works

Casey Family Programs reported $3,309 in plan administrative expenses for 2025: 0.00% of average plan assets, lower than ~75% of peers. Employer contributions averaged $15,040 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 3 years on file its reported administrative ratio fell from 0.004% to 0.003%. The plan sits in the $50M–$250M size bracket, benchmarked here against 605 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 153rd-largest of 1,714 plans among Washington employers on file, and the 973rd of 11,911 in health care & social assistance. active participation has grown from 299 to 344 since 2022.

Plan summary
Net assets, end of year$116,295,920
Participants with balances571
Active participants344
Employer contributions$5,173,918
Employee contributions—
Employer contribution per active participant$15,040
Average account balance$203,671
Benefits paid to participants$9,795,035
Plan auditUnmodified (clean) audit opinion
AuditorVWC, P.S.
Plan history4
Yearassets · accounts · employer contribution
2025$116.3M · 571 accts · $5.2M emplr
2024$103.9M · 564 accts · $4.9M emplr
2023$97.1M · 587 accts · $4.4M emplr
2022$85.4M · 570 accts · $4.4M emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$3,309
Total administrative$3,309
Employer contributions to the Casey Family Programs plan · 2025
Employer contribution per active participant$15,040
Median for plans this size$4,093
2025$15,040 per active participant
2024$14,708 per active participant
2023$13,266 per active participant
2022$14,562 per active participant

Casey Family Programs's 2025 employer contribution ran above the $4,093 median for plans its size, placing it in the top quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20252
TRANSAMERICA RETIREMENT SOLUTIONS · Claims processing · Recordkeeping$3,309
NATIONAL FINANCIAL SERVICES · Securities brokerageindirect comp

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year3
2025Transamerica
2024Transamerica
2023Transamerica

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history4
2025$3,309 · 0.00%
2024$3,940 · 0.00%
2023$3,831 · 0.00%
2022$4,028 · 0.00%
All plans at this employer2
CASEY FAMILY PROGRAMS 401(A) EMPLOYER FUNDED LONG TERM SAVINGS PLAN AND TRUSTMoney purchase plan
CASEY FAMILY PROGRAMS 403(B) PLAN403(b)
Same employer
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Cellnetix Labs, LLC WA$120.0M · 0.14%
Family Care Network, PLLC WA$108.8M · 0.18%

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Source: U.S. Department of Labor, Form 5500 series, EIN 910793881 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.