Plan Snapshot
- Plan Sponsor: Columbia Valley Community Health
- Sponsor EIN: 237297657
- Sponsor Address: 600 ORONDO AVE, SUITE 1, WENATCHEE, WA, 98801
- Plan Type: 403(b)
- Total Participants: 496
- Total Assets: $34.2M
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: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 496 | $34.2M | $1.3M | $2.2M |
| 2023 | 472 | $29.4M | $1.2M | $2.1M |
| 2022 | 401 | $25.1M | $980,882 | $1.9M |
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 |
|---|---|---|---|---|
| LINCOLN NATIONAL CORPORATION | SERVICE PROVIDER | $142,519 | — | $142,519 |
| BLACKBURN FINANCIAL | FINANCIAL ADVISORY | $63,328 | — | $63,328 |
| HUNNEX AND SHOEMAKER, INC. | SERVICE PROVIDER | $28,450 | — | $28,450 |
| LBMC PC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LINCOLN NATIONAL CORPORATION — SERVICE PROVIDER
- LBMC PC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $234,297
- Estimated Expense Ratio: 0.685% 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 | $156,347 | — | $156,347 | — | — |
| 2023 | $127,914 | — | $127,914 | — | — |
| 2022 | $126,847 | — | $126,847 | — | — |