# Pacific Union Company 401(k) Plan
Source: https://planprovider.pro/companies/pacific-union-company-plan

> Pacific Union Company's 401(k) plan: 229 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Pacific Union Company

- **Sponsor EIN:** 942321747

- **Sponsor Address:** 1030 MAIN STREET, SUITE 300, ST. HELENA, CA, 94574

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

- **Total Participants:** 229

- **Total Assets:** $12.9M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **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|229|$12.9M|$454,346|$1.2M|

| 2023|210|$10.6M|$348,960|$932,496|

| 2022|170|$8.3M|$296,057|$732,983|

## 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|

| ELSENER & ELSENER|Auditor|—|—|$0|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $0

### 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|$4,069|—|$2,995|—|—|

| 2023|$1,864|—|$1,864|—|—|

| 2022|$2,675|—|$2,675|—|—|

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