Plan Snapshot
- Plan Sponsor: Klamath Health Partnership INC
- Sponsor EIN: 931230223
- Sponsor Address: 2074 S 6TH ST, KLAMATH FALLS, OR, 976013372
- Plan Type: 401(k)
- Total Participants: 117
- Total Assets: $3.8M
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 | 117 | $3.8M | $138,607 | $360,908 |
| 2023 | 163 | $4.1M | $151,217 | $328,641 |
| 2022 | 147 | $3.1M | $153,735 | $302,790 |
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, P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JONES & ROTH, P.C. — 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 | $2,474 | — | $2,474 | — | — |
| 2023 | $2,010 | — | $2,010 | — | — |
| 2022 | $1,534 | $1,534 | — | — | — |