Plan Snapshot
- Plan Sponsor: Eau Claire Cooperative Health Center
- Sponsor EIN: 570965445
- Sponsor Address: 169 LAURELHURST AVENUE, COLUMBIA, SC, 29210
- Plan Type: 403(b)
- Total Participants: 528
- Total Assets: $11.4M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- 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 | 528 | $11.4M | $343,014 | $1.0M |
| 2023 | 632 | $9.6M | $412,402 | $1.1M |
| 2022 | 582 | $7.2M | $326,851 | $947,441 |
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 |
|---|---|---|---|---|
| BROWN CPA LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BROWN CPA LLC — 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 | $12,537 | — | $12,537 | — | — |
| 2023 | $50,044 | — | $12,112 | — | — |
| 2022 | $46,811 | $5,427 | $32,036 | — | $9,348 |