Plan Snapshot
- Plan Sponsor: Pacific Management, INC.
- Sponsor EIN: 363660859
- Sponsor Address: 420 THATCHER AVE, RIVER FOREST, IL, 60305
- Plan Type: 401(k)
- Total Participants: 189
- Total Assets: $17.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 189 | $17.9M | $158,798 | $524,527 |
| 2023 | 177 | $17.4M | $166,137 | $535,651 |
| 2022 | 179 | $15.4M | $163,564 | $538,831 |
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 |
|---|---|---|---|---|
| CASSELL PLAN AUDITS | Auditor | $8,500 | — | $8,500 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $8,500
- Estimated Expense Ratio: 0.048% 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 | $85,728 | $47,197 | $6,735 | $8,500 | — |
| 2023 | $76,974 | $40,992 | $6,413 | $8,500 | — |
| 2022 | $80,503 | $39,931 | $28,763 | — | $11,809 |