Plan Snapshot
- Plan Sponsor: Central Washington Health Services Association
- Sponsor EIN: 910171250
- Sponsor Address: 1201 S MILLER STREET, WENATCHEE, WA, 988013201
- Plan Type: 403(b)
- Total Participants: 1,648
- Total Assets: $141.7M
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 | 1,648 | $141.7M | $3.2M | $4.4M |
| 2023 | 1,710 | $128.5M | $3.2M | $4.2M |
| 2022 | 1,763 | $117.3M | $3.4M | $4.2M |
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 |
|---|---|---|---|---|
| STRATEGIC ADVISORS, INC | Investment Advisor | $60,151 | — | $60,151 |
| FID INV INST OPS CO | Recordkeeper | $34,823 | — | $34,823 |
| VERUS | Other Service Provider | $8,129 | — | $8,129 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STRATEGIC ADVISORS, INC — Investment Advisor
- FID INV INST OPS CO — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $103,103
- Estimated Expense Ratio: 0.073% 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 | $104,610 | $60,151 | $8,129 | — | — |
| 2023 | $123,934 | $52,878 | $6,550 | — | — |
| 2022 | $132,296 | $76,022 | $56,274 | — | — |