# Peacehealth 401(k) Plan
Source: https://planprovider.pro/companies/peacehealth-401k-plan-003

> Peacehealth's 401(k) plan: 3,492 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:** 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](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [MOSS ADAMS LLP](https://planprovider.pro/provider/milliman) — CONSULTANT

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

- [SAGEVIEW ADVISORY GROUP LLC](https://planprovider.pro/provider/sageview-advisory-group) — INVESTMENT ADVISOR

- [BAKER TILLY, US, LLP](https://planprovider.pro/provider/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|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/peacehealth-401k-plan-003)

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