# Pattern Energy Group Services LP 401(k) Plan
Source: https://planprovider.pro/companies/pattern-energy-group-services-lp-401k-plan

> Pattern Energy Group Services LP's 401(k) plan: 827 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [SENSIBA LLP](https://planprovider.pro/provider/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|—|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/pattern-energy-group-services-lp-401k-plan)

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