Plan Snapshot
- Plan Sponsor: Grants Pass Clinic, L.L.P.
- Sponsor EIN: 930407781
- Sponsor Address: 495 SW RAMSEY AVE., GRANTS PASS, OR, 97527
- Plan Type: 401(k)
- Total Participants: 77
- Total Assets: $28.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 77 | $28.7M | $377,951 | $576,348 |
| 2023 | 75 | $25.4M | $549,099 | $583,235 |
| 2022 | 79 | $22.3M | $444,246 | $517,095 |
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 |
|---|---|---|---|---|
| JONES & ROTH PC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JONES & ROTH PC — 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 | $32,960 | — | $32,960 | — | — |
| 2023 | $13,991 | — | $11,368 | — | — |
| 2022 | $891 | $529 | — | — | — |