# Tri-Cities Chaplaincy 401(k) Plan
Source: https://planprovider.pro/companies/tri-cities-chaplaincy-401k-plan

> Tri-Cities Chaplaincy&#39;s 401(k) plan: 97 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|—|—|—|

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