# Klamath Health Partnership INC 401(k) Plan
Source: https://planprovider.pro/companies/klamath-health-partnership-inc-401k-plan

> Klamath Health Partnership INC's 401(k) plan: 117 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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.](https://planprovider.pro/provider/jones-and-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|$2,474|—|$2,474|—|—|

| 2023|$2,010|—|$2,010|—|—|

| 2022|$1,534|$1,534|—|—|—|

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