# Pacific Guardian Life Insurance Company Ltd. 401(k) Plan
Source: https://planprovider.pro/companies/pacific-guardian-life-insurance-company-ltd-401k-plan

> Pacific Guardian Life Insurance Company Ltd.'s 401(k) plan: 113 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Pacific Guardian Life Insurance Company Ltd.

- **Sponsor EIN:** 990108050

- **Sponsor Address:** 1440 KAPIOLANI BLVD SUITE 1700, HONOLULU, HI, 96814

- **Plan Type:** 401(k)

- **Total Participants:** 113

- **Total Assets:** $23.6M

## 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|113|$23.6M|$534,487|$873,242|

| 2023|106|$23.1M|$393,322|$838,935|

| 2022|109|$20.7M|$413,175|$891,673|

## 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|

| SAGEVIEW ADVISORY GROUP, LLC|INVESTMENT ADVISOR / INVESTMENT MGMT|$105,873|—|$105,873|

| EMPOWER ANNUITY INSURANCE COMPANY O|RECORDKEEPER|$19,171|—|$19,171|

| MC GROUP HAWAII|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [MC GROUP HAWAII](https://planprovider.pro/provider/mc-group-hawaii-inc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $125,044

- **Estimated Expense Ratio:** 0.529% 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|$125,044|$105,873|—|—|—|

| 2023|$91,695|$75,855|—|—|—|

| 2022|$81,220|—|$81,220|—|—|

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