Plan Snapshot
- Plan Sponsor: Pacific Excavation, INC.
- Sponsor EIN: 931267825
- Sponsor Address: 79 NORTH DANEBO AVENUE, EUGENE, OR, 97402
- Plan Type: 401(k)
- Total Participants: 85
- Total Assets: $2.5M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 85 | $2.5M | $330,055 | $122,793 |
| 2023 | 79 | $2.7M | $355,356 | $109,246 |
| 2022 | 75 | $2.4M | $331,749 | $96,217 |
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 |
|---|---|---|---|---|
| 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: $0
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 | $13,162 | — | $13,162 | — | — |
| 2023 | $9,288 | — | $9,288 | — | — |
| 2022 | $11,383 | — | $11,383 | — | — |