# North Bend Medical Center, INC. 401(k) Plan
Source: https://planprovider.pro/companies/north-bend-medical-center-inc-401k-plan

> North Bend Medical Center, INC.'s 401(k) plan: 314 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/john-hancock) — NONE

- [NWPS](https://planprovider.pro/provider/nwps) — NONE

- [CHARLES SCHWAB TRUST BANK](https://planprovider.pro/provider/charles-schwab-and-co-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:** $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|—|—|

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

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