Plan Snapshot
- Plan Sponsor: Pacificorp
- Sponsor EIN: 930246090
- Sponsor Address: 825 NE MULTNOMAH STREET, PORTLAND, OR, 97232
- Plan Type: DB
- Total Participants: 906
- Total Assets: $746.9M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 906 | $746.9M | $0 | $1.2M |
| 2023 | 1,007 | $789.1M | $0 | $1.6M |
| 2022 | 1,141 | $786.2M | $0 | $0 |
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 |
|---|---|---|---|---|
| AON CONSULTING | Recordkeeper | $195,954 | — | $195,954 |
| MOSS ADAMS, LLP | Recordkeeper | $104,893 | — | $104,893 |
| WILLIS TOWER WATSON | Other Service Provider | $99,458 | — | $99,458 |
| WELLMARK | Other Service Provider | $58,765 | — | $58,765 |
| JACKSON LEWIS | Other Service Provider | $10,655 | — | $10,655 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- AON CONSULTING — Recordkeeper
- MOSS ADAMS, LLP — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $469,725
- Estimated Expense Ratio: 0.063% 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 | $955,513 | — | $62,076 | $104,893 | — |
| 2023 | $977,165 | — | $88,694 | $109,253 | — |
| 2022 | $157,056 | — | — | — | $73,544 |