Plan Snapshot
- Plan Sponsor: Columbia Lutheran Charities Dba Columbia Memorial Hospital
- Sponsor EIN: 930583856
- Sponsor Address: 2111 EXCHANGE ST, ASTORIA, OR, 971033329
- Plan Type: 403(b)
- Total Participants: 761
- Total Assets: $51.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: Yes
- Participant Loans: No
- 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 | 761 | $51.1M | $0 | $5.2M |
| 2023 | 711 | $44.7M | $3,990 | $4.4M |
| 2022 | 672 | $36.6M | $0 | $3.9M |
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 |
|---|---|---|---|---|
| BAKER TILLY US, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAKER TILLY US, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $132,548 | — | $132,548 | — | — |
| 2023 | $109,912 | — | $109,912 | — | — |
| 2022 | $97,398 | — | $97,398 | — | — |