# Panorama DC Plan
Source: https://planprovider.pro/companies/panorama-943048988-001

> Panorama's DC plan: 259 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Panorama

- **Sponsor EIN:** 943048988

- **Sponsor Address:** 1751 CIRCLE LANE SE, LACEY, WA, 985032570

- **Plan Type:** DC

- **Plan Number:** 001

- **Total Participants:** 259

- **Total Assets:** $10.0M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|259|$10.0M|$500,000|$0|

| 2023|233|$9.3M|$500,000|$0|

| 2022|222|$8.8M|$500,000|$0|

## 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|

| SWEENEY CONRAD, P.S.|Other Service Provider|$38,109|—|$38,109|

| PRINCIPAL LIFE INSURANCE COMPANY|Recordkeeper|$33,262|—|$33,262|

| SCS|Investment Advisor|$13,991|$11|$14,002|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $85,373

- **Estimated Expense Ratio:** 0.850% 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|$66,315|$23,524|$33,263|$9,528|—|

| 2023|$62,464|$12,818|$32,136|$17,510|—|

| 2022|$68,278|$11,555|$41,723|—|$15,000|

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