# Salem Clinic, P.C. DC Plan
Source: https://planprovider.pro/companies/salem-clinic-p-c-plan-004

> Salem Clinic, P.C.'s DC plan: 514 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Salem Clinic, P.C.

- **Sponsor EIN:** 930791519

- **Sponsor Address:** 2020 CAPITOL ST NE, SALEM, OR, 973033244

- **Plan Type:** DC

- **Total Participants:** 514

- **Total Assets:** $118.9M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** Yes

- **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|514|$118.9M|$4.1M|$2.0M|

| 2023|389|$104.8M|$3.9M|$1.8M|

| 2022|408|$96.3M|$4.0M|$1.9M|

## 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|

| SCHWAB RETIREMENT PLAN SERVICES,INC|NONE|$15,172|—|$15,172|

| ALDRICH CPAS AND ADVISORS, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [SCHWAB RETIREMENT PLAN SERVICES,INC](https://planprovider.pro/provider/charles-schwab-and-co-inc) — NONE

- [ALDRICH CPAS AND ADVISORS, LLP](https://planprovider.pro/provider/aldrich-cpas-advisors-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $15,172

- **Estimated Expense Ratio:** 0.013% 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|$15,222|—|—|—|—|

| 2023|$19,249|—|—|—|—|

| 2022|$30,150|—|—|—|—|

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