Plan Snapshot
- Plan Sponsor: Siskiyou Community Health Center
- Sponsor EIN: 930628804
- Sponsor Address: 1701 NW HAWTHORNE AVE, GRANTS PASS, OR, 975261400
- Plan Type: 403(b)
- Total Participants: 238
- Total Assets: $17.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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 | 238 | $17.1M | $566,553 | $1.2M |
| 2023 | 228 | $14.0M | $493,674 | $1.0M |
| 2022 | 210 | $11.4M | $447,148 | $914,054 |
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 |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | CONTRACT ADMINISTRATOR | $104,670 | — | $104,670 |
| INDEPENDENT FINANCIAL GROUP LLC | INVESTMENT ADVISORY | — | $51,468 | $51,468 |
| DZA PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- DZA PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $156,138
- Estimated Expense Ratio: 0.911% 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 | $104,670 | — | $104,670 | — | — |
| 2023 | $82,600 | — | $82,600 | — | — |
| 2022 | $76,274 | — | $76,274 | — | — |