# Waterfall Clinic, INC. 401(k) Plan
Source: https://planprovider.pro/companies/waterfall-clinic-inc-401k-plan

> Waterfall Clinic, INC.'s 401(k) plan: 105 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Waterfall Clinic, INC.

- **Sponsor EIN:** 931250581

- **Sponsor Address:** 1890 WAITE STREET, NORTH BEND, OR, 97459

- **Plan Type:** 401(k)

- **Total Participants:** 105

- **Total Assets:** $2.8M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **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|105|$2.8M|$348,992|$434,411|

| 2023|131|$2.0M|$252,731|$352,182|

| 2022|82|$1.3M|$187,878|$258,505|

## 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|

| CLIFTON LARSEN ALLEN|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [CLIFTON LARSEN ALLEN](https://planprovider.pro/provider/cliftonlarsonallen-llp) — 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|$5,410|—|$5,410|—|—|

| 2023|—|—|—|—|—|

| 2022|—|—|—|—|—|

## Similar Plans

- [Family Help And Wellness](https://planprovider.pro/companies/family-help-and-wellness-401k-plan) — 106 participants

- [Kartini Clinic, P.C.](https://planprovider.pro/companies/kartini-clinic-p-c-401k-plan) — 47 participants

- [Bend Health, INC.](https://planprovider.pro/companies/bend-health-inc-401k-plan) — 178 participants

- [Northwest Permanente, P.C.](https://planprovider.pro/companies/northwest-permanente-p-c-plan-005) — 254 participants

- [Northwest Permanente, P.C.](https://planprovider.pro/companies/northwest-permanente-p-c-plan-004) — 255 participants

- [Northwest Permanente, P.C., Physicians & Surgeons](https://planprovider.pro/companies/northwest-permanente-p-c-physicians-surgeons-plan) — 693 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/waterfall-clinic-inc-401k-plan)

© 2026 PlanProvider.Pro