Plan Snapshot
- Plan Sponsor: Family Health Centers
- Sponsor EIN: 911275011
- Sponsor Address: P. O. BOX 1340, OKANOGAN, WA, 98840
- Plan Type: 401(k)
- Total Participants: 243
- Total Assets: $5.0M
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 | 243 | $5.0M | $103,743 | $660,173 |
| 2023 | 240 | $4.2M | $88,075 | $538,555 |
| 2022 | 243 | $3.7M | $58,909 | $535,134 |
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 |
|---|---|---|---|---|
| LPL FINANCIAL LLC - RPCP | INVESTMENT ADVISORY | $13,813 | — | $13,813 |
| DZA PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- DZA PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $13,813
- Estimated Expense Ratio: 0.278% 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 | $40,424 | $13,812 | — | — | — |
| 2023 | $33,843 | $11,550 | $3,750 | — | — |
| 2022 | $33,392 | $11,235 | $22,157 | — | — |