# Pacific Guardian Life Insurance Company, Ltd. DB Plan
Source: https://planprovider.pro/companies/pacific-guardian-life-insurance-company-ltd-plan-001

> Pacific Guardian Life Insurance Company, Ltd.'s DB plan: 26 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, 968143698

- **Plan Type:** DB

- **Total Participants:** 26

- **Total Assets:** $21.5M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|26|$21.5M|$0|$0|

| 2023|32|$22.0M|$0|$0|

| 2022|36|$21.1M|$0|$0|

## 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|

| FIRST HAWAIIAN BANK|NONE|$106,533|—|$106,533|

| MC GROUP HAWAII, INC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [MC GROUP HAWAII, INC](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:** $106,533

- **Estimated Expense Ratio:** 0.494% 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|$106,533|$61,240|—|—|—|

| 2023|$103,357|$59,284|—|—|—|

| 2022|$111,474|$64,602|—|—|$46,872|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/pacific-guardian-life-insurance-company-ltd-plan-001)

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