Plan Snapshot
- Plan Sponsor: Pahlisch Homes, INC.
- Sponsor EIN: 930822707
- Sponsor Address: 210 SW WILSON AVENUE, BEND, OR, 97702
- Plan Type: 401(k)
- Total Participants: 210
- Total Assets: $16.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 210 | $16.9M | $732,185 | $1.6M |
| 2023 | 223 | $13.3M | $662,064 | $1.6M |
| 2022 | 219 | $10.4M | $529,585 | $1.5M |
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 |
|---|---|---|---|---|
| DELAP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- DELAP — 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 | $12,462 | $544 | — | — | — |
| 2023 | $3,355 | — | $3,355 | — | — |
| 2022 | $2,945 | — | $2,945 | — | — |