Plan Snapshot
- Plan Sponsor: Pacific Coast Fruit Company
- Sponsor EIN: 930697425
- Sponsor Address: 201 N.E. 2ND AVE. STE. 100, PORTLAND, OR, 97232
- Plan Type: DC
- Total Participants: 413
- Total Assets: $22.3M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 413 | $22.3M | $254,650 | $1.6M |
| 2023 | 414 | $20.3M | $513,902 | $1.6M |
| 2022 | 407 | $18.1M | $871,477 | $1.7M |
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 ANNUITY INSURANCE COMPANY O | RECORDKEEPER | $116,640 | — | $116,640 |
| OPPORTUNUS WEALTH MANAGEMENT LLC DB | INVESTMENT ADVISOR | $20,000 | — | $20,000 |
| EMPOWER ADVISORY GROUP, LLC | INVESTMENT MGMT | $13,929 | — | $13,929 |
| JONES & ROTH, P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JONES & ROTH, P.C. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $150,569
- Estimated Expense Ratio: 0.676% 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 | $150,569 | $33,929 | — | — | — |
| 2023 | $137,571 | $30,342 | — | — | — |
| 2022 | $127,011 | $28,881 | $98,130 | — | — |