Plan Snapshot
- Plan Sponsor: Pacific Lifestyle Homes, INC.
- Sponsor EIN: 203911811
- Sponsor Address: 11815 NE 99TH STREET, SUITE 1200, VANCOUVER, WA, 986822454
- Plan Type: 401(k)
- Total Participants: 119
- Total Assets: $9.2M
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 | 119 | $9.2M | $350,498 | $760,106 |
| 2023 | 93 | $6.8M | $272,252 | $639,360 |
| 2022 | 100 | $5.5M | $306,724 | $731,831 |
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 |
|---|---|---|---|---|
| DELAP LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- DELAP LLP — 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 | $31,414 | $17,761 | $12,403 | — | — |
| 2023 | $43,247 | $23,640 | $17,507 | — | — |
| 2022 | $37,331 | $21,493 | $15,438 | — | — |