Plan Snapshot
- Plan Sponsor: Community Bank
- Sponsor EIN: 930436426
- Sponsor Address: 2983 GRAY LYNN LN., WALLA WALLA, WA, 99362
- Plan Type: 401(k)
- Total Participants: 0
- Total Assets: $0
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. |
|---|---|---|---|---|
| 2025 | 0 | $0 | $54,566 | $145,447 |
| 2024 | 85 | $6.0M | $146,657 | $387,757 |
| 2023 | 81 | $5.5M | $123,055 | $362,141 |
| 2022 | 85 | $5.2M | $116,117 | $373,810 |
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 |
|---|---|---|---|---|
| RAYMOND JAMES FINANCIAL | Investment Advisor | $11,508 | — | $11,508 |
| PROFESSIONAL BENEFIT SERVICES, INC. | Other Service Provider | $5,687 | — | $5,687 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RAYMOND JAMES FINANCIAL — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $17,195
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 |
|---|---|---|---|---|---|
| 2025 | — | — | — | — | — |
| 2024 | $32,267 | — | — | — | — |
| 2023 | $7,070 | — | — | — | — |
| 2022 | $6,425 | — | $6,425 | — | — |