# Peninsula Community Health Services 403(b) Plan
Source: https://planprovider.pro/companies/peninsula-community-health-services-403b-plan

> Peninsula Community Health Services's 403(b) plan: 278 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/cliftonlarsonallen-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|—|—|

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