Plan Snapshot
- Plan Sponsor: Women'S Care, P.C.
- Sponsor EIN: 930979075
- Sponsor Address: PO BOX 70368, SPRINGFIELD, OR, 97475
- Plan Type: 401(k)
- Plan Number: 003
- Total Participants: 218
- Total Assets: $59.3M
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. |
|---|---|---|---|---|
| 2025 | 218 | $59.3M | $0 | $0 |
| 2024 | 168 | $49.1M | $1.8M | $1.1M |
| 2023 | 149 | $41.6M | $1.5M | $905,566 |
| 2022 | 116 | $34.5M | $1.3M | $734,789 |
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 |
|---|---|---|---|---|
| ROEHL & YI INVESTMENT ADVISORS LLC | Investment Advisor | $65,814 | — | $65,814 |
| FIDELITY INVESTMENTS INST OP CO LLC | Recordkeeper | $34,854 | — | $34,854 |
| PRIME PENSIONS NORTHWEST, LLC | Recordkeeper | $28,333 | — | $28,333 |
| JONES & ROTH | Auditor | $15,000 | — | $15,000 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $144,001
- Estimated Expense Ratio: 0.243% 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 |
|---|---|---|---|---|---|
| 2025 | $1,517,860 | $65,814 | — | $15,000 | — |
| 2024 | $104,796 | $55,226 | — | $14,175 | — |
| 2023 | $78,401 | $46,967 | — | $13,250 | — |
| 2022 | $73,853 | $49,235 | $25 | — | $24,593 |