Plan Snapshot
- Plan Sponsor: Peninsula Community Health Services
- Sponsor EIN: 943079770
- Sponsor Address: 400 WARREN AVE STE 200 # 960, BREMERTON, WA, 983371467
- Plan Type: 403(b)
- Total Participants: 278
- Total Assets: $12.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 278 | $12.3M | $0 | $1.5M |
| 2023 | 257 | $10.2M | $0 | $1.3M |
| 2022 | 196 | $8.0M | $0 | $1.2M |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | RECORDKEEPER | $45,592 | — | $45,592 |
| ADMIN PARTNERS LLC | CONTRACT ADMIN | $12,190 | $5,600 | $17,790 |
| INTERGRATED WEALTH CONCEPTS LLC | INVESTMENT ADVISOR | $6,306 | — | $6,306 |
| CLIFTON LARSON ALLEN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTON LARSON ALLEN LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $69,688
- Estimated Expense Ratio: 0.567% 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 | $53,885 | — | $53,885 | — | — |
| 2023 | $50,174 | — | $50,174 | — | — |
| 2022 | $52,847 | $33,322 | $19,525 | — | — |