Plan Snapshot
- Plan Sponsor: The Partners Group, Ltd
- Sponsor EIN: 931300504
- Sponsor Address: 11740 SW 68TH PARKWAY, SUITE 200, PORTLAND, OR, 97223
- Plan Type: 401(k)
- Total Participants: 272
- Total Assets: $37.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 272 | $37.0M | $976,113 | $2.7M |
| 2023 | 214 | $31.2M | $884,102 | $2.4M |
| 2022 | 203 | $24.8M | $807,971 | $2.1M |
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 |
|---|---|---|---|---|
| VAN BEEK & CO., LLC | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $8,297 | — | $8,297 | — | — |
| 2023 | $6,096 | $6,096 | — | — | — |
| 2022 | $6,165 | $6,165 | — | — | — |