Plan Snapshot
- Plan Sponsor: The Healing Lodge Of The Seven Nations
- Sponsor EIN: 911449848
- Sponsor Address: 5600 E 8TH AVE, SPOKANE VALLEY, WA, 99212
- Plan Type: 403(b)
- Total Participants: 85
- Total Assets: $2.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: Yes
- 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 | 85 | $2.8M | $227,135 | $265,236 |
| 2023 | 121 | $2.6M | $167,010 | $226,377 |
| 2022 | 110 | $2.0M | $87,401 | $168,989 |
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 |
|---|---|---|---|---|
| ALPINE SUMMIT CPAS | 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 | $1,694 | — | — | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |