# Peacehealth 403(b) Plan
Source: https://planprovider.pro/companies/peacehealth-403b-plan

> Peacehealth's 403(b) plan: 3,642 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:** 403(b)

- **Total Participants:** 3,642

- **Total Assets:** $343.5M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** Yes

- **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|3,642|$343.5M|$0|$25.5M|

| 2023|3,565|$307.2M|$0|$23.0M|

| 2022|3,487|$259.9M|$0|$21.5M|

## 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|

| STRATEGIC ADVISORS|INV ADV|$36,412|—|$36,412|

| FID INV INSTL OPS CO|RECORDKEEPER / ADMIN|$27,256|—|$27,256|

| SAGEVIEW ADVISORY GROUP|INVEST ADV / CONSULTANT|$18,424|—|$18,424|

| BAKER TILLY US, LLP|AUDIT|$16,650|—|$16,650|

### Verified Provider Profiles

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

- [STRATEGIC ADVISORS](https://planprovider.pro/provider/kpmg-llp) — INV ADV

- [FID INV INSTL OPS CO](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER / ADMIN

- [SAGEVIEW ADVISORY GROUP](https://planprovider.pro/provider/sageview-advisory-group) — INVEST ADV / CONSULTANT

- [BAKER TILLY US, LLP](https://planprovider.pro/provider/baker-tilly-us-llp) — AUDIT

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $98,742

- **Estimated Expense Ratio:** 0.029% 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|$96,470|$44,542|$14,044|$16,650|—|

| 2023|$72,369|$25,716|$1,500|—|—|

| 2022|$65,935|$16,130|$82|—|—|

## Similar Plans

- [Peacehealth](https://planprovider.pro/companies/peacehealth-401k-plan-003) — 3,492 participants

- [Overlake Hospital Medical Center](https://planprovider.pro/companies/overlake-hospital-medical-center-403b-plan) — 3,851 participants

- [Yakima Valley Memorial Hospital](https://planprovider.pro/companies/yakima-valley-memorial-hospital-plan-003) — 2,753 participants

- [Virginia Mason Medical Center](https://planprovider.pro/companies/virginia-mason-medical-center-plan-005) — 5,429 participants

- [Virginia Mason Medical Center](https://planprovider.pro/companies/virginia-mason-medical-center-plan-003) — 5,542 participants

- [Central Washington Health Services Association](https://planprovider.pro/companies/central-washington-health-services-association-403b-plan) — 1,648 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/peacehealth-403b-plan)

© 2026 PlanProvider.Pro