Plan Snapshot
- Plan Sponsor: The Pape' Group, INC.
- Sponsor EIN: 931048932
- Sponsor Address: PO BOX 407, EUGENE, OR, 97440
- Plan Type: 401(k)
- Total Participants: 4,462
- Total Assets: $441.8M
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 | 4,462 | $441.8M | $9.7M | $30.9M |
| 2023 | 4,368 | $378.1M | $9.5M | $29.0M |
| 2022 | 4,233 | $296.9M | $12.5M | $24.6M |
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 | $277,762 | — | $277,762 |
| STRATEGIC ADVISORS, INC. | ADVISOR | $165,149 | — | $165,149 |
| FORVIS MAZARS, LLP | ACCOUNTANT/AUDITOR | $20,475 | — | $20,475 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- STRATEGIC ADVISORS, INC. — ADVISOR
- FORVIS MAZARS, LLP — ACCOUNTANT/AUDITOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $463,386
- Estimated Expense Ratio: 0.105% 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 | $462,992 | $165,149 | $600 | $20,475 | — |
| 2023 | $397,125 | $139,298 | $2,400 | $19,950 | — |
| 2022 | $482,918 | $129,052 | — | — | — |