Plan Snapshot
- Plan Sponsor: The Vancouver Clinic, INC., P.S.
- Sponsor EIN: 910851599
- Sponsor Address: 700 NORTHEAST 87TH AVENUE, VANCOUVER, PA, 98664
- Plan Type: DC
- Total Participants: 2,363
- Total Assets: $370.6M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 2,363 | $370.6M | $5.7M | $16.8M |
| 2023 | 2,247 | $329.1M | $13.0M | $15.2M |
| 2022 | 2,011 | $273.5M | $11.2M | $13.0M |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | NONE | $437,520 | — | $437,520 |
| MULTNOMAH GROUP INC | NONE | $86,432 | — | $86,432 |
| MOSS ADAMS LLP | NONE | $13,650 | — | $13,650 |
| BAKER TILLY US, LLP | Auditor | $13,650 | — | $13,650 |
| JACKSON LEWIS PC | NONE | $8,973 | — | $8,973 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MOSS ADAMS LLP — NONE
- 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: $560,225
- Estimated Expense Ratio: 0.151% 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 | $466,034 | $95,406 | — | $13,650 | — |
| 2023 | $446,152 | $281,463 | — | $12,600 | — |
| 2022 | $345,631 | — | $13,665 | — | $1,200 |