Plan Snapshot
- Plan Sponsor: Community Care Partners, LLC
- Sponsor EIN: 611849968
- Sponsor Address: P.O. BOX 824, SPRINGFIELD, OR, 97477
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 1,665
- Total Assets: $53.8M
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 | 1,665 | $53.8M | $0 | $0 |
| 2024 | 1,480 | $44.8M | $2.0M | $5.0M |
| 2023 | 1,482 | $37.9M | $2.3M | $4.6M |
| 2022 | 965 | $13.8M | $1.3M | $2.3M |
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 |
|---|---|---|---|---|
| JOHN HANCOCK (U.S.A.) | Other Service Provider | $108,168 | — | $108,168 |
| HAUSER RETIREMENT SOLUTIONS | Other Service Provider | $62,204 | — | $62,204 |
| DARNALL SIKES & FREDERICK | Other Service Provider | $16,910 | — | $16,910 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $187,282
- Estimated Expense Ratio: 0.348% 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 |
|---|---|---|---|---|---|
| 2025 | $6,204,627 | $72,189 | $108,168 | $16,910 | — |
| 2024 | $154,469 | $63,825 | $90,644 | — | — |
| 2023 | $136,478 | $62,508 | $73,970 | — | — |
| 2022 | $64,425 | $26,105 | $38,320 | — | — |