# The Pape' Group, INC. 401(k) Plan
Source: https://planprovider.pro/companies/the-pape-group-inc-401k-plan

> The Pape' Group, INC.'s 401(k) plan: 4,462 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — ADVISOR

- [FORVIS MAZARS, LLP](https://planprovider.pro/provider/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|—|—|—|

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- [Northwest Pump & Equipment Co.](https://planprovider.pro/companies/northwest-pump-equipment-co-401k-plan) — 385 participants

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