Pacific Holdings Group 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Pacific Holdings Group
  • Sponsor EIN: 752881770
  • Sponsor Address: 2901 DALLAS PKWY, SUITE 360, PLANO, TX, 750934705
  • Plan Type: 401(k)
  • Total Participants: 2
  • Total Assets: $6.3M

Key Plan Design Features

  • Auto-Enrollment: Yes
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: Yes
  • Participant-Directed Investments: Yes
  • ERISA Section 404(c) Fiduciary Safe Harbor: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20242$6.3M$23,000$49,000
20232$5.3M$22,500$52,500
20222$4.6M$20,500$47,500

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