Plan Snapshot
- Plan Sponsor: Pemco Mutual Insurance Company
- Sponsor EIN: 916028851
- Sponsor Address: 1300 DEXTER AVE N, SEATTLE, WA, 981093571
- Plan Type: 401(k)
- Total Participants: 453
- Total Assets: $260.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 453 | $260.4M | $5.9M | $5.8M |
| 2023 | 482 | $245.3M | $6.4M | $6.2M |
| 2022 | 534 | $210.1M | $5.9M | $5.7M |
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 |
|---|---|---|---|---|
| MULTNOMAH GROUP INC | INVESTMENT ADVISOR | $37,330 | — | $37,330 |
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $25,372 | — | $25,372 |
| CLARK NUBER P.S. | ACCOUNTANT/AUDITOR | $23,700 | — | $23,700 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MULTNOMAH GROUP INC — INVESTMENT ADVISOR
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $86,402
- Estimated Expense Ratio: 0.033% 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 | $86,402 | — | $300 | $23,700 | — |
| 2023 | $90,273 | $36,420 | $900 | $22,000 | — |
| 2022 | $124,760 | — | — | — | — |