Plan Snapshot
- Plan Sponsor: Community Health Care
- Sponsor EIN: 911349657
- Sponsor Address: 1148 BROADWAY, SUITE 100, TACOMA, WA, 98402
- Plan Type: 403(b)
- Total Participants: 551
- Total Assets: $48.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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. |
|---|---|---|---|---|
| 2024 | 551 | $48.9M | $1.8M | $2.7M |
| 2023 | 575 | $40.8M | $1.8M | $2.4M |
| 2022 | 535 | $33.7M | $1.5M | $2.0M |
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 |
|---|---|---|---|---|
| MILLIMAN | NONE | $98,877 | — | $98,877 |
| DZA PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $98,877
- Estimated Expense Ratio: 0.202% 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 | $95,877 | — | $95,877 | — | — |
| 2023 | $73,976 | — | — | — | — |
| 2022 | $76,216 | — | — | — | $76,216 |