# Partners In Care 403(b) Plan
Source: https://planprovider.pro/companies/partners-in-care-plan-001

> Partners In Care's 403(b) plan: 208 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Partners In Care

- **Sponsor EIN:** 930756143

- **Sponsor Address:** 2075 NE WYATT COURT, BEND, OR, 97701

- **Plan Type:** 403(b)

- **Total Participants:** 208

- **Total Assets:** $15.6M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **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|208|$15.6M|$350,243|$1.4M|

| 2023|212|$13.1M|$655,238|$1.3M|

| 2022|207|$10.9M|$588,593|$1.2M|

## 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|

| JONES & ROTH, P.C.|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [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:** $0

### 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|$38,742|$33,479|—|—|—|

| 2023|$33,832|$28,350|—|—|—|

| 2022|$30,878|$25,264|—|—|$5,614|

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