Plan Snapshot
- Plan Sponsor: Moses Lake Community Health Center
- Sponsor EIN: 911537371
- Sponsor Address: 605 COOLIDGE DR, MOSES LAKE, WA, 98837
- Plan Type: 401(k)
- Total Participants: 337
- Total Assets: $27.0M
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 | 337 | $27.0M | $708,179 | $1.5M |
| 2023 | 312 | $23.4M | $672,960 | $1.5M |
| 2022 | 315 | $18.6M | $605,159 | $1.3M |
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 |
|---|---|---|---|---|
| LPL FINANCIAL | INVESTMENT ADVISOR | $54,965 | — | $54,965 |
| NORTHWEST PLAN SERVICES | RECORDKEEPER | $35,361 | — | $35,361 |
| MATRIX TRUST | CUSTODIAN | $7,862 | — | $7,862 |
| CLARK NUBER PS | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- NORTHWEST PLAN SERVICES — RECORDKEEPER
- MATRIX TRUST — CUSTODIAN
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $98,188
- Estimated Expense Ratio: 0.363% 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 | $98,188 | $54,965 | — | — | — |
| 2023 | $85,533 | $44,424 | — | — | — |
| 2022 | $81,491 | $48,642 | — | — | $32,849 |