Plan Snapshot
- Plan Sponsor: Paccar INC
- Sponsor EIN: 910351110
- Sponsor Address: PO BOX 1518, BELLEVUE, WA, 98009
- Plan Type: DB
- Total Participants: 10,251
- Total Assets: $2.7B
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 10,251 | $2.7B | $0 | $0 |
| 2023 | 10,345 | $2.6B | $0 | $0 |
| 2022 | 9,264 | $2.3B | $0 | $0 |
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 |
|---|---|---|---|---|
| RUSSELL INVESTMENTS TRUST COMPANY | Custodian / Trustee | $1,718,324 | — | $1,718,324 |
| PIMCO | Investment Advisor | $609,704 | — | $609,704 |
| BLACKROCK | Investment Advisor | $501,461 | — | $501,461 |
| NORTHERN TRUST INVESTMENTS, INC | Investment Advisor | $371,444 | — | $371,444 |
| DIMENSIONAL FUND ADVISORS | Investment Advisor | $202,232 | — | $202,232 |
| FIDELITY | Investment Advisor | $152,350 | — | $152,350 |
| HEWITT | Recordkeeper | $131,838 | — | $131,838 |
| MILLIMAN, INC | Actuary | $111,937 | — | $111,937 |
| ERNST AND YOUNG | Auditor | $48,000 | — | $48,000 |
| DIRECT CONNECT GROUP (DCG) LLC | Other Service Provider | $25,452 | — | $25,452 |
| THE GOLDMAN SACHS GROUP, INC. | Investment Advisor | $6,180 | — | $6,180 |
| TD SECURITIES USA LLC | Other Service Provider | $5,743 | — | $5,743 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RUSSELL INVESTMENTS TRUST COMPANY — Custodian / Trustee
- HEWITT — Recordkeeper
- MILLIMAN, INC — Actuary
- ERNST AND YOUNG — Auditor
- THE GOLDMAN SACHS GROUP, INC. — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $3,884,665
- Estimated Expense Ratio: 0.144% 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 | $5,697,494 | $2,105,303 | — | $48,000 | — |
| 2023 | $5,162,168 | $1,902,801 | — | $40,795 | — |
| 2022 | $4,932,588 | $3,436,302 | $93,317 | — | $37,000 |