Plan Snapshot
- Plan Sponsor: Tri-City Orthopaedic Clinic, Psc
- Sponsor EIN: 911866685
- Sponsor Address: 6703 WEST RIO GRANDE AVENUE, KENNEWICK, WA, 99336
- Plan Type: 401(k)
- Total Participants: 91
- Total Assets: $11.2M
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 | 91 | $11.2M | $256,367 | $507,390 |
| 2023 | 104 | $10.7M | $259,819 | $506,085 |
| 2022 | 102 | $9.4M | $300,879 | $545,576 |
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 |
|---|---|---|---|---|
| PETERSEN CPAS AND ADVISORS PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PETERSEN CPAS AND ADVISORS PLLC — Auditor
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 | $61,053 | $39,250 | — | — | — |
| 2023 | $42,840 | $35,275 | $2,643 | — | — |
| 2022 | $61,652 | $26,744 | $28,564 | — | — |