Plan Snapshot
- Plan Sponsor: Tri-Cities Chaplaincy
- Sponsor EIN: 910913590
- Sponsor Address: 1480 FOWLER ST, RICHLAND, WA, 99352
- Plan Type: 401(k)
- Total Participants: 97
- Total Assets: $4.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 97 | $4.1M | $175,819 | $460,490 |
| 2023 | 100 | $4.2M | $228,766 | $425,525 |
| 2022 | 123 | $4.2M | $204,533 | $410,545 |
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 |
|---|---|---|---|---|
| RANDALL & HURLEY | N/A | $21,437 | — | $21,437 |
| CORNERSTONE WEALTH STRATEGIES | N/A | $20,803 | — | $20,803 |
| HANSEN HUNTER & CO, P.C. | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $42,240
- Estimated Expense Ratio: 1.032% 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 | $46,026 | $20,803 | — | — | — |
| 2023 | $49,109 | $21,017 | — | — | — |
| 2022 | $48,301 | $48,301 | — | — | — |