# Pacific Transfer LLC 401(k) Plan
Source: https://planprovider.pro/companies/pacific-transfer-llc-401k-plan

> Pacific Transfer LLC&#39;s 401(k) plan: 91 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Pacific Transfer LLC

- **Sponsor EIN:** 800668703

- **Sponsor Address:** 664 KAKOI ST., HONOLULU, HI, 96819

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

- **Total Participants:** 91

- **Total Assets:** $14.8M

## 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|91|$14.8M|$150,000|$507,109|

| 2023|82|$13.6M|$250,000|$476,245|

| 2022|80|$11.7M|$500,000|$467,165|

## 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|

| CW ASSOCIATES|Auditor|$5,235|—|$5,235|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $5,235

- **Estimated Expense Ratio:** 0.035% 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|$63,137|$49,403|—|$5,235|—|

| 2023|$65,917|$36,651|—|$12,774|—|

| 2022|$51,227|—|—|—|$51,227|

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