# Peacehealth 401(k) Plan
Source: https://planprovider.pro/companies/peacehealth-401k-plan-001-9989

> Peacehealth&#39;s 401(k) plan: 613 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$17,422|—|$17,422|

| STRATEGIC ADVISORS, INC.|ADVISOR|$5,584|—|$5,584|

| ALDRICH CPAS ADVISORS LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — ADVISOR

- [ALDRICH CPAS ADVISORS LLP](https://planprovider.pro/provider/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:** $23,006

- **Estimated Expense Ratio:** 0.054% 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|$24,093|$6,671|—|—|—|

| 2023|$22,471|$4,383|—|—|—|

| 2022|$21,740|$2,172|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/peacehealth-401k-plan-001-9989)

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