Plan Snapshot
- Plan Sponsor: Cowlitz Family Health Center
- Sponsor EIN: 910896241
- Sponsor Address: 1057 12TH AVENUE, LONGVIEW, WA, 98632
- Plan Type: 401(k)
- Total Participants: 192
- Total Assets: $7.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 192 | $7.9M | $251,801 | $820,404 |
| 2023 | 187 | $6.4M | $236,926 | $763,860 |
| 2022 | 199 | $4.7M | $204,099 | $660,688 |
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 |
|---|---|---|---|---|
| USI SECURITIES INC. | Investment Advisor | — | $44,237 | $44,237 |
| VOYA RETIREMENT INSURANCE & ANNUITY | Other Service Provider | $24,842 | — | $24,842 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $69,079
- Estimated Expense Ratio: 0.879% 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 | $29,175 | — | $28,975 | — | — |
| 2023 | $14,526 | — | — | — | — |
| 2022 | $19,645 | — | — | — | — |