Plan Snapshot
- Plan Sponsor: Pacificorp
- Sponsor EIN: 930246090
- Sponsor Address: 825 NE MULTNOMAH ST. SUITE 1800, PORTLAND, OR, 97232
- Plan Type: 401(k)
- Total Participants: 5,334
- Total Assets: $1.8B
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 5,334 | $1.8B | $57.2M | $58.5M |
| 2023 | 5,201 | $1.6B | $49.5M | $55.6M |
| 2022 | 4,968 | $1.4B | $46.5M | $52.1M |
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 |
|---|---|---|---|---|
| ADVISED ASSETS GROUP, LLC | Other Service Provider | $1,145,979 | — | $1,145,979 |
| GREAT-WEST LIFE & ANNUITY INS CO | Other Service Provider | $676,841 | — | $676,841 |
| JPMORGAN CHASE BANK, N.A. | Recordkeeper | $294,221 | — | $294,221 |
| PIMCO | Other Service Provider | $178,871 | — | $178,871 |
| INVESCO | Other Service Provider | $150,094 | — | $150,094 |
| MOSS ADAMS LLP | Auditor | $53,000 | — | $53,000 |
| AON INVESTMENTS USA INC | Other Service Provider | $46,250 | — | $46,250 |
| JACKSON LEWIS PC | Other Service Provider | $33,174 | — | $33,174 |
| WILLIS TOWERS WATSON | Recordkeeper | $12,962 | — | $12,962 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JPMORGAN CHASE BANK, N.A. — Recordkeeper
- MOSS ADAMS LLP — Auditor
- WILLIS TOWERS WATSON — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $2,591,392
- Estimated Expense Ratio: 0.146% 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 | $2,601,665 | $2,209,052 | $292,442 | $53,000 | — |
| 2023 | $2,146,842 | $1,785,204 | $295,595 | $42,350 | — |
| 2022 | $2,128,772 | $1,755,728 | $281,277 | — | $91,767 |