Plan Snapshot
- Plan Sponsor: Paccar INC
- Sponsor EIN: 910351110
- Sponsor Address: PO BOX 1518, BELLEVUE, WA, 98009
- Plan Type: DB
- Plan Number: 001
- Total Participants: 17,931
- Total Assets: $3.1B
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. |
|---|---|---|---|---|
| 2025 | 17,931 | $3.1B | $0 | $0 |
| 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 | $1,557,731 | — | $1,557,731 |
| PIMCO | Investment Advisor | $672,386 | — | $672,386 |
| BLACKROCK | Investment Advisor | $520,367 | — | $520,367 |
| NORTHERN TRUST INVESTMENTS, INC | Investment Advisor | $404,832 | — | $404,832 |
| DIMENSIONAL FUND ADVISORS | Investment Advisor | $212,526 | — | $212,526 |
| FIDELITY | Investment Advisor | $200,237 | — | $200,237 |
| HEWITT | Other Service Provider | $128,559 | — | $128,559 |
| THE BERWYN GROUP | Other Service Provider | $116,197 | — | $116,197 |
| MILLIMAN, INC | Actuary | $103,889 | — | $103,889 |
| ERNST AND YOUNG | Auditor | $51,000 | — | $51,000 |
| LEXISNEXIS RISK SOLUTIONS FL INC. | Other Service Provider | $13,133 | — | $13,133 |
| BNP PARIBAS S.A. | Other Service Provider | $5,504 | — | $5,504 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $3,986,361
- Estimated Expense Ratio: 0.129% 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 | $83,029,041 | $2,381,713 | — | $51,000 | — |
| 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 |