Plan Snapshot
- Plan Sponsor: Confluence Health
- Sponsor EIN: 910647181
- Sponsor Address: 1201 S MILLER ST, WENATCHEE, WA, 98801
- Plan Type: 401(k)
- Total Participants: 3,651
- Total Assets: $697.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 3,651 | $697.1M | $15.2M | $26.5M |
| 2023 | 3,624 | $627.0M | $14.4M | $24.9M |
| 2022 | 3,668 | $558.7M | $13.5M | $23.4M |
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 |
|---|---|---|---|---|
| EIDEBAILLY LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- EIDEBAILLY LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $478,402 | $210,863 | $44,833 | — | — |
| 2023 | $501,025 | $186,108 | $40,298 | — | — |
| 2022 | $543,805 | $188,744 | — | — | — |