Plan Snapshot
- Plan Sponsor: American Pacific Mortgage Corporation
- Sponsor EIN: 680382674
- Sponsor Address: 3000 LAVA RIDGE CT STE 200, ROSEVILLE, CA, 95661
- Plan Type: 401(k)
- Total Participants: 2,801
- Total Assets: $153.4M
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. |
|---|---|---|---|---|
| 2024 | 2,801 | $153.4M | $0 | $12.2M |
| 2023 | 3,116 | $144.0M | $0 | $14.4M |
| 2022 | 3,575 | $123.3M | $157,198 | $19.3M |
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 |
|---|---|---|---|---|
| CWDL | 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 | $390,085 | $140,502 | — | — | — |
| 2023 | $301,193 | $103,047 | — | — | — |
| 2022 | $111,709 | $23,455 | — | — | $88,254 |