Plan Snapshot
- Plan Sponsor: Columbia Community Mental Health
- Sponsor EIN: 930644303
- Sponsor Address: 58646 MCNULTY WAY, ST HELENS, OR, 97051
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 197
- Total Assets: $10.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- 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 | 197 | $10.6M | $585,578 | $883,839 |
| 2023 | 188 | $9.1M | $380,973 | $775,620 |
| 2022 | 204 | $7.5M | $279,756 | $684,146 |
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 |
|---|---|---|---|---|
| THE RETIREMENT PLAN COMPANY | Recordkeeper | $24,853 | — | $24,853 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- THE RETIREMENT PLAN COMPANY — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $24,853
- Estimated Expense Ratio: 0.234% 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 | $29,575 | — | $14,071 | — | — |
| 2023 | $31,416 | — | $12,141 | — | — |
| 2022 | $46,556 | — | — | — | $42,289 |