Plan Snapshot
- Plan Sponsor: R. B. Pamplin Corporation
- Sponsor EIN: 916033627
- Sponsor Address: 400 SECOND ST., LAKE OSWEGO, OR, 97034
- Plan Type: DB
- Total Participants: 123
- Total Assets: $118.5M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 123 | $118.5M | $1.6M | $0 |
| 2023 | 176 | $97.4M | $1.8M | $0 |
| 2022 | 201 | $100.9M | $34,967 | $0 |
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 |
|---|---|---|---|---|
| GALLAGHER FIDUCIARY ADVISORS, LLC | Investment Advisor | $314,577 | — | $314,577 |
| FORVIS MAZARS, LLP | Auditor | $78,686 | — | $78,686 |
| NEWPORT TRUST CMPANY, LLC | Custodian / Trustee | $68,651 | — | $68,651 |
| MCGRIFF INSURANCE SERVICES | Actuary | $17,677 | — | $17,677 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GALLAGHER FIDUCIARY ADVISORS, LLC — Investment Advisor
- FORVIS MAZARS, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $479,591
- Estimated Expense Ratio: 0.405% 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 | $1,228,613 | — | — | — | — |
| 2023 | $1,475,764 | — | — | — | — |
| 2022 | $1,743,878 | — | — | — | — |