# Pacificsource 401(k) Plan
Source: https://planprovider.pro/companies/pacificsource-401k-plan

> Pacificsource's 401(k) plan: 1,900 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Pacificsource

- **Sponsor EIN:** 463939584

- **Sponsor Address:** 555 INTERNATIONAL WAY, SPRINGFIELD, OR, 97477

- **Plan Type:** 401(k)

- **Plan Number:** 002

- **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|

| STRATEGIC ADVISORS|Investment Advisor|$40,376|—|$40,376|

| FID INV INSTL OPS CO|Recordkeeper|$20,463|—|$20,463|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [STRATEGIC ADVISORS](https://planprovider.pro/provider/creative-planning) — Investment Advisor

- [FID INV INSTL OPS CO](https://planprovider.pro/provider/fidelity-investments) — Recordkeeper

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $60,839

- **Estimated Expense Ratio:** 0.033% 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|$60,839|$40,376|$300|—|—|

| 2023|$44,104|$23,836|—|—|—|

| 2022|$36,729|$14,003|—|—|—|

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