# Sky Lakes Medical Center, INC. DC Plan
Source: https://planprovider.pro/companies/sky-lakes-medical-center-inc-plan

> Sky Lakes Medical Center, INC.'s DC plan: 1,729 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Sky Lakes Medical Center, INC.

- **Sponsor EIN:** 930508781

- **Sponsor Address:** 2865 DAGGETT AVENUE, KLAMATH FALLS, OR, 97601

- **Plan Type:** DC

- **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|

| STRATEGIC ADVISORS, INC.|ADVISOR|$42,457|—|$42,457|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$32,981|—|$32,981|

| BAKER TILLY US, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — ADVISOR

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [BAKER TILLY US, LLP](https://planprovider.pro/provider/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:** $75,438

- **Estimated Expense Ratio:** 0.046% 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|$75,333|$112,983|—|—|—|

| 2023|$70,655|$42,320|$300|—|—|

| 2022|$65,171|$29,396|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/sky-lakes-medical-center-inc-plan)

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