# Avista Corporation DB Plan
Source: https://planprovider.pro/companies/avista-corporation-plan-001

> Avista Corporation's DB plan: 1,169 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/lincoln-financial-group) — N/A

- [JPMCB STRATEGIC PROPERTY FUND](https://planprovider.pro/provider/jp-morgan-asset-management) — N/A

- [US BANK](https://planprovider.pro/provider/john-hancock) — N/A

- [MOSS ADAMS LLP](https://planprovider.pro/provider/milliman) — N/A

- [BAKER TILLY US, LLP](https://planprovider.pro/provider/baker-tilly-us-llp) — Auditor

- [SEYFARTH SHAW LLP](https://planprovider.pro/provider/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|

## Similar Plans

- [Puget Sound Energy, INC.](https://planprovider.pro/companies/puget-sound-energy-inc-plan-001) — 1,805 participants

- [Naes Corporation](https://planprovider.pro/companies/naes-corporation-401k-plan-009) — 360 participants

- [Avista Corporation](https://planprovider.pro/companies/avista-corporation-plan-003) — 1,994 participants

- [Naes Corporation](https://planprovider.pro/companies/naes-corporation-401k-plan-002) — 2,201 participants

- [Puget Sound Energy, INC.](https://planprovider.pro/companies/puget-sound-energy-inc-401k-plan) — 3,290 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/avista-corporation-plan-001)

© 2026 PlanProvider.Pro