Plan Snapshot
- Plan Sponsor: Pacific Mobile Structures, INC.
- Sponsor EIN: 911217771
- Sponsor Address: PO BOX 1404, CHEHALIS, WA, 98532
- Plan Type: 401(k)
- Total Participants: 311
- Total Assets: $25.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 311 | $25.1M | $957,970 | $1.5M |
| 2023 | 215 | $20.8M | $1.1M | $1.3M |
| 2022 | 186 | $17.2M | $853,766 | $1.1M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $35,902 | — | $35,902 |
| BAKER TILLY US, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- BAKER TILLY US, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $35,902
- Estimated Expense Ratio: 0.143% 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 | $39,138 | $3,327 | $1,200 | — | — |
| 2023 | $28,526 | $2,069 | — | — | — |
| 2022 | $30,482 | $1,041 | — | — | — |