# Pacific Retirement Services, INC. 401(k) Plan
Source: https://planprovider.pro/companies/pacific-retirement-services-inc-401k-plan

> Pacific Retirement Services, INC.'s 401(k) plan: 2,984 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/pacific-retirement-services-inc-401k-plan)

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