Plan Snapshot
- Plan Sponsor: Pae Consulting Engineers, INC.
- Sponsor EIN: 930561854
- Sponsor Address: 151 SW 1ST AVENUE, SUITE 300, PORTLAND, OR, 97204
- Plan Type: 401(k)
- Total Participants: 391
- Total Assets: $76.0M
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 | 391 | $76.0M | $2.3M | $3.4M |
| 2023 | 349 | $68.7M | $2.2M | $3.2M |
| 2022 | 354 | $53.6M | $1.9M | $3.1M |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | RECORDKEEPER | $60,295 | — | $60,295 |
| BRIGHTON JONES LLC | INVESTMENT ADVISOR | $54,615 | — | $54,615 |
| PRIME PENSIONS NORTHWEST, LLC | TPA | $32,267 | — | $32,267 |
| GEFFEN MESHER AND CO. P.C. | AUDITOR | $24,600 | — | $24,600 |
| GEFFEN MESHER & COMPANY PC | Auditor | $24,600 | — | $24,600 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BRIGHTON JONES LLC — INVESTMENT ADVISOR
- GEFFEN MESHER & COMPANY PC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $196,377
- Estimated Expense Ratio: 0.259% 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 | $171,777 | $54,615 | $60,295 | $24,600 | — |
| 2023 | $139,048 | $37,187 | $52,646 | $27,025 | — |
| 2022 | $165,868 | $71,372 | $55,577 | — | $38,919 |