Plan Snapshot
- Plan Sponsor: Pacific Northern Environmental, LLC
- Sponsor EIN: 911458581
- Sponsor Address: 1121 COLUMBIA BLVD., LONGVIEW, WA, 98632
- Plan Type: 401(k)
- Total Participants: 326
- Total Assets: $19.1M
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 | 326 | $19.1M | $689,073 | $2.1M |
| 2023 | 288 | $14.9M | $426,941 | $1.6M |
| 2022 | 224 | $10.9M | $1,971 | $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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | RECORDKEEPER | $56,768 | — | $56,768 |
| ANDERSON & ANDERSON ADVISORY LLC | INVESTMENT ADVISOR | $56,137 | — | $56,137 |
| PACIFIC NORTHERN ENVIRONMENTAL LLC | CONTRACT ADMIN | $14,830 | — | $14,830 |
| EMPOWER ADVISORY GROUP, LLC | INVESTMENT MGMT | $10,309 | — | $10,309 |
| LEAFHOUSE FINANCIAL ADVISORS, LLC | INVESTMENT ADVISOR | $8,020 | — | $8,020 |
| WORTHY & COMPANY, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WORTHY & COMPANY, LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $146,064
- Estimated Expense Ratio: 0.765% 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 | $146,064 | $74,466 | $14,830 | — | — |
| 2023 | $154,423 | $56,640 | — | — | — |
| 2022 | $102,804 | $50,676 | $52,128 | — | — |