Plan Snapshot
- Plan Sponsor: Pact, INC.
- Sponsor EIN: 132702768
- Sponsor Address: 1140 3RD ST NE STE 400, WASHINGTON, DC, 200026274
- Plan Type: 403(b)
- Total Participants: 138
- Total Assets: $38.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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 | 138 | $38.4M | $1.8M | $1.5M |
| 2023 | 157 | $35.2M | $1.7M | $1.3M |
| 2022 | 156 | $28.6M | $1.5M | $1.4M |
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 |
|---|---|---|---|---|
| CARON & BLETZER, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CARON & BLETZER, PLLC — 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 | $165,794 | — | $113,940 | — | — |
| 2023 | $140,041 | — | $96,911 | — | — |
| 2022 | $133,395 | — | $133,395 | — | — |