Plan Ledger DOL Form 5500 · updated monthly

Eastside Retirement Association dba Emerald Heights403(b)

EMERALD HEIGHTS 403(B) PLAN · REDMOND, WA · plan year 2024

Reported admin expense ratio · 2024
0.23%

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

Eastside Retirement Association dba Emerald Heights reported $31,881 in plan administrative expenses for 2024: 0.23% of average plan assets, below the peer median. Employer contributions averaged $774 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 2 years on file its reported administrative ratio fell from 0.27% to 0.23%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 837th-largest of 1,714 plans among Washington employers on file, and the 4,442nd of 11,911 in health care & social assistance. In 2024, employees put in $2.74 for every $1.00 the employer contributed; active participation has grown from 425 to 496 since 2022.

Plan summary
Net assets, end of year$15,236,373
Participants with balances229
Active participants496
Employer contributions$384,049
Employee contributions$1,051,435
Employer contribution per active participant$774
Average account balance$66,534
Benefits paid to participants$1,259,185
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$15.2M · 229 accts · $384K emplr
2023$13.1M · 243 accts · $369K emplr
2022$11.3M · 231 accts · $361K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$25,749
Trustee / custodial$6,132
Total administrative$31,881
Employer contributions to the Eastside Retirement Association dba Emerald Heights plan · 2024
Employer contribution per active participant$774
Median for plans this size$2,416
2024$774 per active participant
2023$802 per active participant
2022$849 per active participant

Eastside Retirement Association dba Emerald Heights's 2024 employer contribution ran below the $2,416 median for plans its size, in the bottom 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
NORTHWEST PLAN SERVICES, INC · Recordkeeping · Consulting$25,749
MATRIX TRUST COMPANY · Custodial (securities)$5,988

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

Recordkeeper by year2
2024NWPS
2023NWPS

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

Administrative cost history3
2024$31,881 · 0.23%
2023$31,670 · 0.26%
2022$34,289 · 0.27%
Same employer
Similar plansHealth Care & Social Assistance · Washington
Northwest Center WA$16.5M · 0.56%
United Way of King County WA$16.4M · 0.18%
Cowlitz Indian Tribe WA$15.9M · 0.69%
Tri-Cities Community Health WA$14.8M · 0.50%

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Source: U.S. Department of Labor, Form 5500 series, EIN 911261904 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.