Plan Snapshot
- Plan Sponsor: Paccar INC
- Sponsor EIN: 910351110
- Sponsor Address: 777 106TH AVE NE, BELLEVUE, WA, 98004
- Plan Type: 401(k)
- Plan Number: 002
- Total Participants: 13,106
- Total Assets: $3.1B
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 | 13,106 | $3.1B | $0 | $0 |
| 2024 | 10,793 | $2.9B | $53.5M | $90.4M |
| 2023 | 11,793 | $2.7B | $50.9M | $85.5M |
| 2022 | 11,084 | $2.0B | $44.5M | $75.2M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | Recordkeeper | $722,603 | — | $722,603 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $722,603
- Estimated Expense Ratio: 0.024% 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 | $318,060,765 | — | $4,200 | — | — |
| 2024 | $113,140 | — | $6,000 | — | — |
| 2023 | $85,665 | — | $9,300 | — | — |
| 2022 | $146,013 | — | — | — | — |