Plan Snapshot
- Plan Sponsor: Pacific Office Automation, INC.
- Sponsor EIN: 930665413
- Sponsor Address: 14747 NW GREENBRIER PARKWAY, BEAVERTON, OR, 97006
- Plan Type: 401(k)
- Total Participants: 1,160
- Total Assets: $157.4M
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 | 1,160 | $157.4M | $3.6M | $5.7M |
| 2023 | 1,115 | $133.6M | $3.5M | $5.4M |
| 2022 | 868 | $99.8M | $3.2M | $4.8M |
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 |
|---|---|---|---|---|
| BAKER TILLY US, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- 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: $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 | $293,366 | $268,113 | $25,253 | — | — |
| 2023 | $248,507 | $226,949 | $21,558 | — | — |
| 2022 | $291,073 | $266,130 | $24,943 | — | — |