Plan Snapshot
- Plan Sponsor: Rogue Community Health
- Sponsor EIN: 237366812
- Sponsor Address: 1221 DISK DR., MEDFORD, OR, 97501
- Plan Type: 401(k)
- Total Participants: 294
- Total Assets: $13.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 294 | $13.1M | $755,357 | $1.1M |
| 2023 | 326 | $10.2M | $652,103 | $896,602 |
| 2022 | 274 | $7.0M | $506,234 | $758,336 |
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 |
|---|---|---|---|---|
| KDP CERTIFIED PUBLIC ACCOUNTANTS | Auditor | — | — | $0 |
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 | $10,033 | $10,033 | — | — | — |
| 2023 | $6,216 | $6,216 | — | — | — |
| 2022 | $4,930 | $4,930 | — | — | — |