Plan Snapshot
- Plan Sponsor: Lewis County Community Health Services Dba Valley View Health Center
- Sponsor EIN: 421599749
- Sponsor Address: 2690 NE KRESKY AVENUE, CHEHALIS, WA, 98532
- Plan Type: 401(k)
- Total Participants: 238
- Total Assets: $10.7M
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 | 238 | $10.7M | $858,088 | $1.5M |
| 2023 | 185 | $8.3M | $437,549 | $983,210 |
| 2022 | 162 | $6.6M | $369,141 | $812,098 |
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 |
|---|---|---|---|---|
| SAGEVIEW ADVISORY GROUP, LLC | Investment Advisor | $16,500 | — | $16,500 |
| PRINCIPAL LIFE INSURANCE COMPANY | Recordkeeper | $10,946 | — | $10,946 |
| EMPOWER ANNUITY INSURANCE COMPANY O | Recordkeeper | $9,523 | — | $9,523 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $36,969
- Estimated Expense Ratio: 0.347% 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 | $36,969 | $16,500 | — | — | — |
| 2023 | $53,832 | — | $53,832 | — | — |
| 2022 | $61,840 | — | $61,840 | — | — |