# Willamette Community Health Solutions D/B/A Cascade Health 401(k) Plan
Source: https://planprovider.pro/companies/willamette-community-health-solutions-d-b-a-cascade-health-401k-plan

> Willamette Community Health Solutions D/B/A Cascade Health's 401(k) plan: 253 participants, plan year 2024 financials, providers, and benchmarks from Form 55…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Willamette Community Health Solutions D/B/A Cascade Health

- **Sponsor EIN:** 930421470

- **Sponsor Address:** 2650 SUZANNE WAY SUITE 200, EUGENE, OR, 97408

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

- **Total Participants:** 253

- **Total Assets:** $16.8M

## 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|253|$16.8M|$379,020|$1.0M|

| 2023|215|$15.7M|$364,376|$1.0M|

| 2022|221|$13.0M|$338,425|$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|

| JONES & ROTH PC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [JONES & ROTH PC](https://planprovider.pro/provider/jones-and-roth-pc) — 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|$78,624|$49,021|—|—|—|

| 2023|$65,738|$40,654|—|—|—|

| 2022|$64,317|$39,120|$25,197|—|—|

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