Plan Snapshot
- Plan Sponsor: Promontory Healthcare Companies, LLC
- Sponsor EIN: 452397858
- Sponsor Address: 4943 NE MARTIN LUTHER KING BLVD., PORTLAND, OR, 97211
- Plan Type: 401(k)
- Total Participants: 543
- Total Assets: $5.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 543 | $5.8M | $133,330 | $761,137 |
| 2023 | 359 | $4.7M | $97,698 | $701,284 |
| 2022 | 340 | $3.6M | $157,484 | $679,246 |
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 |
|---|---|---|---|---|
| EIDE BAILLY, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- EIDE BAILLY, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $58,528 | $17,205 | $29,443 | — | — |
| 2023 | $54,064 | $21,435 | $22,992 | — | — |
| 2022 | $45,855 | $36,501 | — | — | $9,354 |