Plan Ledger DOL Form 5500 · updated monthly

Treehouse403(b)

TREEHOUSE 403(B) RETIREMENT PLAN · SEATTLE, WA · plan year 2024

Reported admin expense ratio · 2024
0.08%

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

Treehouse reported $6,840 in plan administrative expenses for 2024: 0.08% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,753 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 0.17% to 0.08%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Washington (1,119th of 1,714), and 6,029th of 11,911 in health care & social assistance. In 2024, employees put in $3.05 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$9,098,593
Participants with balances252
Active participants178
Employer contributions$312,038
Employee contributions$951,035
Employer contribution per active participant$1,753
Average account balance$36,106
Benefits paid to participants$630,330
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$9.1M · 252 accts · $312K emplr
2023$7.5M · 274 accts · $321K emplr
2022$5.5M · 236 accts · $275K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$6,840
Total administrative$6,840
Employer contributions to the Treehouse plan · 2024
Employer contribution per active participant$1,753
Median for plans this size$1,313
2024$1,753 per active participant
2023$1,529 per active participant
2022$1,501 per active participant

Treehouse's 2024 employer contribution ran above the $1,313 median for plans its size. 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 · 20241
NWPS · Recordkeeping · Loan processing$6,840

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$6,840 · 0.08%
2023$4,775 · 0.07%
2022$9,401 · 0.17%
Same employer
Similar plansHealth Care & Social Assistance · Washington
Sunrise Services, Inc. WA$9.3M · 0.79%
Aesthetic Physicians P.C. WA$9.2M · 0.79%
Sound Generations WA$9.0M · 0.35%

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Source: U.S. Department of Labor, Form 5500 series, EIN 911425676 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.