Plan Snapshot
- Plan Sponsor: North Bend Medical Center, INC.
- Sponsor EIN: 930635514
- Sponsor Address: 1900 WOODLAND DR, COOS BAY, OR, 974202045
- Plan Type: 401(k)
- Total Participants: 314
- Total Assets: $74.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 314 | $74.4M | $1.9M | $1.8M |
| 2023 | 306 | $78.0M | $3.1M | $2.0M |
| 2022 | 338 | $75.7M | $3.3M | $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 |
|---|---|---|---|---|
| LPL FINANCIAL LLC | NONE | $75,000 | — | $75,000 |
| NWPS | NONE | $60,398 | — | $60,398 |
| CHARLES SCHWAB TRUST BANK | NONE | $19,781 | — | $19,781 |
| JONES & ROTH, P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LPL FINANCIAL LLC — NONE
- NWPS — NONE
- CHARLES SCHWAB TRUST BANK — NONE
- 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: $155,179
- Estimated Expense Ratio: 0.209% 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 | $155,179 | $75,000 | — | — | — |
| 2023 | $155,026 | $75,000 | — | — | — |
| 2022 | $157,816 | $56,250 | $56,443 | — | — |