# Columbia Valley Community Health 403(b) Plan
Source: https://planprovider.pro/companies/columbia-valley-community-health-403b-plan

> Columbia Valley Community Health's 403(b) plan: 496 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/lincoln-financial-group) — SERVICE PROVIDER

- [LBMC PC](https://planprovider.pro/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|—|—|

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