Plan Snapshot
- Plan Sponsor: Umpqua Health, LLC
- Sponsor EIN: 461250214
- Sponsor Address: 3031 NE STEPHENS ST, ROSEBURG, OR, 97470
- Plan Type: 401(k)
- Total Participants: 150
- Total Assets: $14.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 150 | $14.9M | $566,359 | $776,689 |
| 2023 | 271 | $14.6M | $600,681 | $797,819 |
| 2022 | 136 | $12.3M | $571,853 | $776,406 |
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 |
|---|---|---|---|---|
| JONES ROTH PC | Auditor | — | — | $0 |
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 | $2,478 | — | — | — | — |
| 2023 | $62,048 | $25,000 | $37,048 | — | — |
| 2022 | $50,030 | — | $50,030 | — | — |