Plan Snapshot
- Plan Sponsor: Asante
- Sponsor EIN: 930223960
- Sponsor Address: 2635 SISKIYOU BLVD., MEDFORD, OR, 97504
- Plan Type: 403(b)
- Total Participants: 5,815
- Total Assets: $758.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 5,815 | $758.5M | $26.5M | $42.7M |
| 2023 | 5,850 | $683.7M | $24.2M | $39.8M |
| 2022 | 5,682 | $562.8M | $22.1M | $36.4M |
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 |
|---|---|---|---|---|
| ALDRICH CPAS & ADVISORS LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ALDRICH CPAS & ADVISORS LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $867,499 | $204,902 | $2,585 | — | — |
| 2023 | $774,016 | $157,115 | $905 | — | — |
| 2022 | $762,840 | $118,576 | — | — | — |