Plan Snapshot
- Plan Sponsor: Avista Corporation
- Sponsor EIN: 910462470
- Sponsor Address: 1411 E MISSION AVENUE, SPOKANE, WA, 992020001
- Plan Type: DC
- Total Participants: 1,994
- Total Assets: $843.5M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 1,994 | $843.5M | $15.9M | $25.4M |
| 2023 | 1,962 | $751.3M | $14.8M | $23.9M |
| 2022 | 1,885 | $669.6M | $13.6M | $22.7M |
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 |
|---|---|---|---|---|
| VANGUARD ADVISERS, INC. | N/A | $461,878 | — | $461,878 |
| VANGUARD GROUP INC. | N/A | $175,648 | $10,590 | $186,238 |
| SAGEVIEW ADVISORY GROUP LLC | N/A | $72,877 | — | $72,877 |
| MOSS ADAMS LLP | N/A | $64,325 | — | $64,325 |
| SEYFARTH SHAW | N/A | $5,509 | — | $5,509 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- VANGUARD ADVISERS, INC. — N/A
- SAGEVIEW ADVISORY GROUP LLC — N/A
- SEYFARTH SHAW — N/A
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $790,827
- Estimated Expense Ratio: 0.094% 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 | $784,281 | $534,755 | $154,198 | $64,325 | — |
| 2023 | $891,550 | $500,455 | $138,922 | $56,617 | — |
| 2022 | $660,681 | $443,047 | $149,723 | — | $35,557 |