Plan Snapshot
- Plan Sponsor: Partnerships In Community Living
- Sponsor EIN: 930980637
- Sponsor Address: 480 E MAIN STREET, MONMOUTH, OR, 97361
- Plan Type: 401(k)
- Total Participants: 457
- Total Assets: $10.2M
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 | 457 | $10.2M | $359,830 | $885,985 |
| 2023 | 455 | $9.8M | $336,383 | $811,495 |
| 2022 | 448 | $7.9M | $322,063 | $790,582 |
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 |
|---|---|---|---|---|
| ALDRICH CPAS AND ADVISORS | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ALDRICH CPAS AND ADVISORS — 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 | $40,441 | $24,064 | $16,377 | — | — |
| 2023 | $33,848 | — | $33,848 | — | — |
| 2022 | $41,287 | — | $41,287 | — | — |