Plan Ledger DOL Form 5500 · updated monthly

Columbia Basin Non-Profit Association401(k)

COLUMBIA BASIN NON-PROFIT ASSOCIATION 401(K) PLAN · RICHLAND, WA · plan year 2023

Reported admin expense ratio · 2023
0.62%

Peer grade: B · admin costs + employer contributions vs same-size plans · how grading works

Columbia Basin Non-Profit Association reported $36,850 in plan administrative expenses for 2023: 0.62% of average plan assets, above the peer median. Employer contributions averaged $1,605 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio has held roughly steady near 0.62%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Washington (1,241st of 1,714), and 6,939th of 11,911 in health care & social assistance. In 2023, employees put in $1.53 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$6,852,660
Participants with balances205
Active participants286
Employer contributions$458,967
Employee contributions$702,259
Employer contribution per active participant$1,605
Average account balance$33,428
Benefits paid to participants$231,367
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2023$6.9M · 205 accts · $459K emplr
2022$5.1M · 181 accts · $373K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$2,615
Investment management$24,405
Trustee / custodial$9,830
Total administrative$36,850
The Columbia Basin Non-Profit Association 401(k) match · 2023
Employer contribution per active participant$1,605
Median for plans this size$1,308
2023$1,605 per active participant
2022$1,644 per active participant

Columbia Basin Non-Profit Association's 2023 employer contribution ran above the $1,308 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20232
ALERUS FINANCIAL, N.A. · Recordkeeping · Custodial (securities)$12,445
PETERSEN HASTINGS INVESTMENT · Investment advisory (participants) · Investment advisory (plan)$24,405

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history2
2023$36,850 · 0.62%
2022$30,527 · 0.60%
Similar plansHealth Care & Social Assistance · Washington
People for People WA$7.1M · 0.03%
Lifeline Connections WA$6.6M · 0.18%

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Source: U.S. Department of Labor, Form 5500 series, EIN 824333491 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.