Plan Snapshot
- Plan Sponsor: Peacehealth
- Sponsor EIN: 910939479
- Sponsor Address: 1115 SE 164TH AVE., VANCOUVER, WA, 98683
- Plan Type: 401(k)
- Total Participants: 3,492
- Total Assets: $239.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 3,492 | $239.6M | $19.4M | $0 |
| 2023 | 3,472 | $207.2M | $17.9M | $0 |
| 2022 | 3,300 | $173.0M | $17.0M | $0 |
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 | $245,693 | — | $245,693 |
| MOSS ADAMS LLP | CONSULTANT | $21,000 | — | $21,000 |
| STRATEGIC ADVISORS, INC. | ADVISOR | $18,698 | — | $18,698 |
| SAGEVIEW ADVISORY GROUP LLC | INVESTMENT ADVISOR | $14,735 | — | $14,735 |
| BAKER TILLY, US, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- MOSS ADAMS LLP — CONSULTANT
- STRATEGIC ADVISORS, INC. — ADVISOR
- SAGEVIEW ADVISORY GROUP LLC — INVESTMENT ADVISOR
- BAKER TILLY, US, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $300,126
- Estimated Expense Ratio: 0.125% 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 | $300,027 | $18,698 | $1,500 | — | — |
| 2023 | $305,101 | $23,332 | $1,800 | — | — |
| 2022 | $267,724 | $6,360 | — | — | — |