# Pacific Management, INC. 401(k) Plan
Source: https://planprovider.pro/companies/pacific-management-inc-401k-plan

> Pacific Management, INC.&#39;s 401(k) plan: 189 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

## Similar Plans

- [Hiffman Shaffer Associates, INC.](https://planprovider.pro/companies/hiffman-shaffer-associates-inc-401k-plan) — 198 participants

- [Rmk Management](https://planprovider.pro/companies/rmk-management-401k-plan) — 178 participants

- [National Equity Fund INC.](https://planprovider.pro/companies/national-equity-fund-inc-401k-plan) — 209 participants

- [Bjb Partners, LLC](https://planprovider.pro/companies/bjb-partners-llc-401k-plan) — 149 participants

- [Jvm Realty Corporation](https://planprovider.pro/companies/jvm-realty-corporation-401k-plan) — 145 participants

- [Axiom Properties, INC.](https://planprovider.pro/companies/axiom-properties-inc-401k-plan) — 145 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/pacific-management-inc-401k-plan)

&copy; 2026 PlanProvider.Pro
