# Women'S Care, P.C. 401(k) Plan
Source: https://planprovider.pro/companies/women-s-care-p-c-401k-plan

> Women'S Care, P.C.'s 401(k) plan: 168 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Women'S Care, P.C.

- **Sponsor EIN:** 930979075

- **Sponsor Address:** PO BOX 70368, SPRINGFIELD, OR, 97475

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

- **Total Participants:** 168

- **Total Assets:** $49.1M

## 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|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|$55,226|—|$55,226|

| PRIME PENSIONS NORTHWEST, LLC|TPA|$18,937|—|$18,937|

| FIDELITY INVESTMENTS INST OP CO|RECORDKEEPER|$16,458|—|$16,458|

| JONES & ROTH|AUDITOR|$14,175|—|$14,175|

### Verified Provider Profiles

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

- [FIDELITY INVESTMENTS INST OP CO](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [JONES & ROTH](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:** $104,796

- **Estimated Expense Ratio:** 0.213% 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|

| 2024|$104,796|$55,226|—|$14,175|—|

| 2023|$78,401|$46,967|—|$13,250|—|

| 2022|$73,853|$49,235|$25|—|$24,593|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/women-s-care-p-c-401k-plan)

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