Plan Snapshot
- Plan Sponsor: Tri-Cities Community Health
- Sponsor EIN: 911138675
- Sponsor Address: PO BOX 1452, PASCO, WA, 99301
- Plan Type: 401(k)
- Total Participants: 309
- Total Assets: $14.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 309 | $14.8M | $436,270 | $1.2M |
| 2023 | 314 | $13.2M | $422,439 | $1.0M |
| 2022 | 345 | $11.6M | $436,334 | $1.0M |
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 |
|---|---|---|---|---|
| VOYA RETIREMENT INSURANCE AND ANNUI | Other Service Provider | $70,550 | — | $70,550 |
| CREATIVE PLANNING HOLD CO, LLC | Investment Advisor | — | $30,852 | $30,852 |
| CAMBRIDGE INVESTMENT RESEARCH INC | Investment Advisor | — | $5,514 | $5,514 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CREATIVE PLANNING HOLD CO, LLC — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $106,916
- Estimated Expense Ratio: 0.722% 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 | $70,550 | — | $70,200 | — | — |
| 2023 | $70,311 | — | $69,561 | — | — |
| 2022 | $77,533 | — | — | — | — |