Plan Snapshot
- Plan Sponsor: Pacific Retirement Services, INC.
- Sponsor EIN: 931067253
- Sponsor Address: 1 WEST MAIN ST., MEDFORD, OR, 97501
- Plan Type: 401(k)
- Total Participants: 2,984
- Total Assets: $111.8M
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 | 2,984 | $111.8M | $6.9M | $5.5M |
| 2023 | 2,570 | $97.0M | $6.3M | $5.1M |
| 2022 | 2,491 | $79.2M | $6.2M | $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 |
|---|---|---|---|---|
| VALIC RETIREMENT SERVICES CO. | NONE | $340,502 | — | $340,502 |
| 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: $340,502
- Estimated Expense Ratio: 0.305% 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 | $342,453 | — | $342,453 | — | — |
| 2023 | $236,391 | — | $236,391 | — | — |
| 2022 | $242,713 | — | $242,713 | — | — |