Plan Snapshot
- Plan Sponsor: Pattern Energy Group Services LP
- Sponsor EIN: 844046110
- Sponsor Address: 1088 SANSOME ST, SAN FRANCISCO, CA, 94111
- Plan Type: 401(k)
- Total Participants: 827
- Total Assets: $130.8M
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 | 827 | $130.8M | $5.6M | $11.5M |
| 2023 | 781 | $106.4M | $4.7M | $9.8M |
| 2022 | 478 | $80.6M | $3.0M | $6.8M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $62,857 | — | $62,857 |
| NEWFRONT RETIREMENT SERVICES INC | ADVISOR | $61,224 | — | $61,224 |
| SENSIBA LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- SENSIBA LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $124,081
- Estimated Expense Ratio: 0.095% 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 | $124,081 | $61,224 | — | — | — |
| 2023 | $129,213 | $49,986 | — | — | — |
| 2022 | $121,882 | — | — | — | — |