Plan Snapshot
- Plan Sponsor: Pacificsource
- Sponsor EIN: 463939584
- Sponsor Address: 555 INTERNATIONAL WAY, SPRINGFIELD, OR, 97477
- Plan Type: 401(k)
- Total Participants: 1,900
- Total Assets: $183.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 1,900 | $183.9M | $8.8M | $12.7M |
| 2023 | 1,971 | $147.6M | $8.2M | $11.5M |
| 2022 | 1,787 | $115.0M | $7.0M | $9.4M |
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 |
|---|---|---|---|---|
| KERNUTT STOKES, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- KERNUTT STOKES, 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 | $60,839 | $40,376 | $300 | — | — |
| 2023 | $44,104 | $23,836 | — | — | — |
| 2022 | $36,729 | $14,003 | — | — | — |