Plan Snapshot
- Plan Sponsor: One Community Health
- Sponsor EIN: 930910794
- Sponsor Address: 849 PACIFIC AVENUE, HOOD RIVER, OR, 97031
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 389
- Total Assets: $19.8M
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. |
|---|---|---|---|---|
| 2025 | 389 | $19.8M | $0 | $0 |
| 2024 | 283 | $15.2M | $664,018 | $1.5M |
| 2023 | 235 | $9.8M | $633,250 | $1.2M |
| 2022 | 220 | $7.0M | $511,338 | $939,184 |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | Recordkeeper | $36,213 | — | $36,213 |
| CAMBRIDGE INVESTMENT GROUP | Investment Advisor | $25,224 | — | $25,224 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $61,437
- Estimated Expense Ratio: 0.310% 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 |
|---|---|---|---|---|---|
| 2025 | $1,082,945 | $2,822 | — | — | — |
| 2024 | $45,432 | $19,922 | — | — | — |
| 2023 | $28,415 | $12,076 | — | — | — |
| 2022 | $51,134 | $17,750 | $19,705 | — | — |