Plan Snapshot
- Plan Sponsor: Pioneer Utility Resources, INC.
- Sponsor EIN: 930457464
- Sponsor Address: 5625 NE ELAM YOUNG PKWY, STE 100, HILLSBORO, OR, 97124
- Plan Type: 401(k)
- Plan Number: 003
- Total Participants: 133
- Total Assets: $7.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 133 | $7.9M | $0 | $0 |
| 2024 | 104 | $6.0M | $455,388 | $502,180 |
| 2023 | 92 | $4.6M | $390,864 | $455,386 |
| 2022 | 79 | $3.6M | $114,208 | $148,508 |
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 |
|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS | Investment Advisor | $9,870 | — | $9,870 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $9,870
- Estimated Expense Ratio: 0.125% 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 |
|---|---|---|---|---|---|
| 2025 | $1,179,815 | — | $10,687 | — | — |
| 2024 | $8,364 | — | $8,364 | — | — |
| 2023 | $540,319 | — | — | — | — |
| 2022 | $323,223 | — | — | — | — |