Plan Snapshot
- Plan Sponsor: Cambia Health Solutions, INC.
- Sponsor EIN: 931179316
- Sponsor Address: 200 SW MARKET STREET 11TH FLOOR, PORTLAND, OR, 97201
- Plan Type: 401(k)
- Total Participants: 4,574
- Total Assets: $1.5B
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 4,574 | $1.5B | $46.3M | $44.6M |
| 2023 | 4,854 | $1.3B | $45.5M | $42.5M |
| 2022 | 4,562 | $1.1B | $41.3M | $39.6M |
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 |
|---|---|---|---|---|
| FINANCIAL ENGINES | ADVISOR | $949,535 | — | $949,535 |
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $211,055 | — | $211,055 |
| DELOITTE & TOUCHE LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- DELOITTE & TOUCHE LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,160,590
- Estimated Expense Ratio: 0.079% 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 | $1,159,790 | $949,535 | — | — | — |
| 2023 | $1,066,123 | $840,316 | — | — | — |
| 2022 | $1,182,967 | — | — | — | — |