Plan Snapshot
- Plan Sponsor: Pacific Cataract And Laser Institute, INC., PC
- Sponsor EIN: 911394965
- Sponsor Address: 2517 NE KRESKY AVENUE, CHEHALIS, WA, 98532
- Plan Type: 401(k)
- Total Participants: 632
- Total Assets: $92.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 632 | $92.8M | $2.2M | $4.3M |
| 2023 | 609 | $80.7M | $2.1M | $4.1M |
| 2022 | 585 | $68.6M | $1.9M | $3.9M |
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 |
|---|---|---|---|---|
| SAGEVIEW ADVISORY GROUP | INVESTMENT ADVISOR | $36,000 | — | $36,000 |
| PENSION PLAN SPECIALISTS PC | TPA | $25,291 | — | $25,291 |
| RSM US LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SAGEVIEW ADVISORY GROUP — INVESTMENT ADVISOR
- RSM US LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $61,291
- Estimated Expense Ratio: 0.066% 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 | $76,812 | $36,000 | $40,812 | — | — |
| 2023 | $61,472 | $36,000 | $25,472 | — | — |
| 2022 | $47,702 | $27,000 | $20,702 | — | — |