# American Pacific Mortgage Corporation 401(k) Plan
Source: https://planprovider.pro/companies/american-pacific-mortgage-corporation-401k-plan

> American Pacific Mortgage Corporation's 401(k) plan: 2,801 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| ONEAMERICA RETIREMENT SERVICES, LLC|NONE|$249,583|—|$249,583|

| NORTHWESTERN MUTUAL INVESTMENT|NONE|$140,502|—|$140,502|

| CWDL|Auditor|—|—|$0|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $390,085

- **Estimated Expense Ratio:** 0.254% 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|$390,085|$140,502|—|—|—|

| 2023|$301,193|$103,047|—|—|—|

| 2022|$111,709|$23,455|—|—|$88,254|

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