# Mosaic Community Health 401(k) Plan
Source: https://planprovider.pro/companies/mosaic-medical-401k-plan

> Mosaic Community Health's 401(k) plan: 445 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Mosaic Community Health

- **Sponsor EIN:** 931329158

- **Sponsor Address:** 375 NW BEAVER STREET, PRINEVILLE, OR, 977541802

- **Plan Type:** 401(k)

- **Total Participants:** 445

- **Total Assets:** $30.5M

## 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|445|$30.5M|$1.1M|$2.8M|

| 2023|418|$24.6M|$1.1M|$2.3M|

| 2022|385|$18.4M|$950,467|$2.1M|

## 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|

| DESCHUTES INVESTMENT CONSULTING|NONE|$56,708|—|$56,708|

| THE VANGUARD GROUP, INC.|NONE|$11,405|—|$11,405|

| JONES & ROTH, P.C.|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [THE VANGUARD GROUP, INC.](https://planprovider.pro/provider/the-vanguard-group-inc) — NONE

- [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:** $68,113

- **Estimated Expense Ratio:** 0.224% 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|$68,113|$56,708|$11,405|—|—|

| 2023|$61,607|$50,757|$10,850|—|—|

| 2022|$51,760|$43,914|$7,846|—|—|

## Similar Plans

- [Eye Health Northwest, P.C.](https://planprovider.pro/companies/eye-health-northwest-p-c-401k-plan) — 473 participants

- [Women'S Healthcare Associates, LLC](https://planprovider.pro/companies/women-s-healthcare-associates-llc-401k-plan) — 498 participants

- [Salem Clinic, P.C.](https://planprovider.pro/companies/salem-clinic-p-c-plan-004) — 514 participants

- [La Clinica Del Valle Family Health Care Center, INC.](https://planprovider.pro/companies/la-clinica-del-valle-family-health-care-center-inc-401k-plan) — 526 participants

- [The Center](https://planprovider.pro/companies/the-center-plan) — 360 participants

- [Central Oregon Radiology Assoc., P.C.](https://planprovider.pro/companies/central-oregon-radiology-assoc-p-c-plan) — 332 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/mosaic-medical-401k-plan)

© 2026 PlanProvider.Pro