# Pacific Coast Fruit Company DC Plan
Source: https://planprovider.pro/companies/pacific-coast-fruit-company-plan-001

> Pacific Coast Fruit Company's DC plan: 413 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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.](https://planprovider.pro/provider/jones-and-roth-pc) — 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|—|—|

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