Plan Snapshot
- Plan Sponsor: Avista Corporation
- Sponsor EIN: 910462470
- Sponsor Address: 1411 EAST MISSION AVENUE, SPOKANE, WA, 992200001
- Plan Type: DB
- Total Participants: 1,169
- Total Assets: $614.3M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 1,169 | $614.3M | $10.0M | $0 |
| 2023 | 1,170 | $598.0M | $10.0M | $0 |
| 2022 | 1,157 | $547.5M | $10.0M | $0 |
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 |
|---|---|---|---|---|
| BLACKROCK FINANCIAL MANAGEMENT | N/A | $286,413 | — | $286,413 |
| VERUS ADVISORY, INC. | N/A | $283,400 | — | $283,400 |
| WILLIS TOWERS WATSON US LLC | N/A | $184,111 | — | $184,111 |
| JPMCB STRATEGIC PROPERTY FUND | N/A | $159,925 | — | $159,925 |
| FIXED INCOME FINANCE PGIM INC | N/A | $148,290 | — | $148,290 |
| US BANK | N/A | $121,128 | — | $121,128 |
| UBS TRUMBULL PROPERTY FUND | N/A | $61,167 | — | $61,167 |
| JPMORGANCHASE | N/A | $52,873 | — | $52,873 |
| PGIM REAL ESTATE US DEBT FUND | N/A | $37,830 | — | $37,830 |
| MOSS ADAMS LLP | N/A | $29,400 | — | $29,400 |
| BAKER TILLY US, LLP | Auditor | $29,400 | — | $29,400 |
| SEYFARTH SHAW LLP | N/A | $9,481 | — | $9,481 |
| OAKTREE | N/A | $7,366 | — | $7,366 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WILLIS TOWERS WATSON US LLC — N/A
- JPMCB STRATEGIC PROPERTY FUND — N/A
- US BANK — N/A
- MOSS ADAMS LLP — N/A
- BAKER TILLY US, LLP — Auditor
- SEYFARTH SHAW LLP — N/A
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,410,784
- Estimated Expense Ratio: 0.230% 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 | $1,552,434 | $1,200,948 | $7,366 | $29,400 | — |
| 2023 | $1,895,663 | $1,304,550 | $8,658 | $37,600 | — |
| 2022 | $1,688,554 | $1,179,771 | $3,181 | — | $275,658 |