Plan Snapshot
- Plan Sponsor: Community Living
- Sponsor EIN: 910854445
- Sponsor Address: 1440 N 16TH AVE, YAKIMA, WA, 98902
- Plan Type: 401(k)
- Total Participants: 398
- Total Assets: $4.6M
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. |
|---|---|---|---|---|
| 2024 | 398 | $4.6M | $170,731 | $302,871 |
| 2023 | 379 | $3.8M | $158,078 | $273,673 |
| 2022 | 358 | $2.9M | $152,051 | $251,275 |
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 |
|---|---|---|---|---|
| OSAIC WEALTH, INC. | Investment Advisor | $19,173 | $6 | $19,179 |
| PRINCIPAL LIFE INSURANCE COMPANY | Recordkeeper | $14,881 | — | $14,881 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- OSAIC WEALTH, INC. — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $34,060
- Estimated Expense Ratio: 0.746% 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 | $36,557 | — | — | — | — |
| 2023 | $28,133 | — | $28,133 | — | — |
| 2022 | $26,582 | $14,948 | $11,634 | — | — |