Plan Snapshot
- Plan Sponsor: Orepac Holding Company
- Sponsor EIN: 930670556
- Sponsor Address: 30170 SW OREPAC AVENUE, WILSONVILLE, OR, 97070
- Plan Type: 401(k)
- Total Participants: 953
- Total Assets: $66.9M
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 | 953 | $66.9M | $2.2M | $4.9M |
| 2023 | 845 | $59.5M | $1.9M | $4.3M |
| 2022 | 866 | $50.1M | $1.9M | $4.3M |
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 |
|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | Investment Advisor | $81,144 | — | $81,144 |
| EMPOWER ANNUITY INSURANCE COMPANY O | Recordkeeper | $61,103 | — | $61,103 |
| NORTHWEST CAPITAL MANAGEMENT, INC D | Investment Advisor | $13,750 | — | $13,750 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $155,997
- Estimated Expense Ratio: 0.233% 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 | $159,037 | $94,894 | — | — | — |
| 2023 | $134,650 | $84,232 | — | — | — |
| 2022 | $124,057 | $79,038 | $45,019 | — | — |