Plan Snapshot
- Plan Sponsor: Sky Lakes Medical Center, INC.
- Sponsor EIN: 930508781
- Sponsor Address: 2865 DAGGETT AVENUE, KLAMATH FALLS, OR, 97601
- Plan Type: 401(k)
- Total Participants: 1,729
- Total Assets: $164.7M
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 | 1,729 | $164.7M | $6.4M | $10.7M |
| 2023 | 1,649 | $138.4M | $6.2M | $9.2M |
| 2022 | 1,517 | $110.0M | $6.0M | $8.7M |
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 |
|---|---|---|---|---|
| BAKER TILLY US, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAKER TILLY US, 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 | $75,333 | $112,983 | — | — | — |
| 2023 | $70,655 | $42,320 | $300 | — | — |
| 2022 | $65,171 | $29,396 | — | — | — |