Plan Snapshot
- Plan Sponsor: Peacehealth
- Sponsor EIN: 832849989
- Sponsor Address: PO BOX 3340, VANCOUVER, WA, 98668
- Plan Type: 401(k)
- Total Participants: 613
- Total Assets: $42.9M
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. |
|---|---|---|---|---|
| 2024 | 613 | $42.9M | $2.0M | $4.1M |
| 2023 | 726 | $35.3M | $2.3M | $4.5M |
| 2022 | 683 | $24.7M | $2.2M | $4.2M |
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 |
|---|---|---|---|---|
| ALDRICH CPAS ADVISORS LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ALDRICH CPAS ADVISORS LLP — 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 | $24,093 | $6,671 | — | — | — |
| 2023 | $22,471 | $4,383 | — | — | — |
| 2022 | $21,740 | $2,172 | — | — | — |