# Confluence Health 401(k) Plan
Source: https://planprovider.pro/companies/confluence-health-401k-plan

> Confluence Health's 401(k) plan: 3,651 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| FID INV INSTL OPS CO|RECORDKEEPER|$220,085|—|$220,085|

| STRATEGIC ADVISORS|INV ADV|$210,863|—|$210,863|

| WURTS ASSOCIATES|CONSULTANT|$43,333|—|$43,333|

| HARLOWE & FALK LLP|LEGAL|$8,044|—|$8,044|

| EIDEBAILLY LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [FID INV INSTL OPS CO](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [STRATEGIC ADVISORS](https://planprovider.pro/provider/creative-planning) — INV ADV

- [HARLOWE & FALK LLP](https://planprovider.pro/provider/harlowe-and-falk-llp) — LEGAL

- [EIDEBAILLY LLP](https://planprovider.pro/provider/eide-bailly-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $482,325

- **Estimated Expense Ratio:** 0.069% 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|$478,402|$210,863|$44,833|—|—|

| 2023|$501,025|$186,108|$40,298|—|—|

| 2022|$543,805|$188,744|—|—|—|

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