Plan Snapshot
- Plan Sponsor: R.B. Pamplin Corporation
- Sponsor EIN: 916033627
- Sponsor Address: 400 SECOND STREET, LAKE OSWEGO, OR, 970343127
- Plan Type: 401(k)
- Plan Number: 003
- Total Participants: 950
- Total Assets: $52.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 950 | $52.3M | $0 | $0 |
| 2024 | 705 | $58.7M | $131,662 | $2.0M |
| 2023 | 176 | $58.4M | $143,521 | $2.1M |
| 2022 | 760 | $51.4M | $207,929 | $2.5M |
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 |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | Recordkeeper | $27,923 | — | $27,923 |
| JPMORGAN INVEST HOLDING LLC | Recordkeeper | $22,236 | — | $22,236 |
| WELLTH ADVISORY SERVICES, LLC | Investment Advisor | $14,688 | — | $14,688 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $64,847
- Estimated Expense Ratio: 0.124% 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 | $14,540,741 | $14,688 | $50,159 | — | — |
| 2024 | $41,426 | $17,754 | — | — | — |
| 2023 | $33,331 | $8,234 | — | — | — |
| 2022 | $22,680 | — | — | — | — |