Plan Snapshot
- Plan Sponsor: Pacific Unlimited, INC.
- Sponsor EIN: 980075957
- Sponsor Address: 17-3311 CORSAIR ROAD, TIYAN BARRIGADA, GU, 96913
- Plan Type: 401(k)
- Total Participants: 105
- Total Assets: $3.5M
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 | 105 | $3.5M | $109,513 | $246,301 |
| 2023 | 84 | $2.8M | $137,929 | $257,597 |
| 2022 | 146 | $2.3M | $181,186 | $258,698 |
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 |
|---|---|---|---|---|
| FUTUREPLAN BY ASCENSUS | TPA & RECORDKEEPER | $32,828 | — | $32,828 |
| ASIA PACIFIC FINANCIAL MANAGEMENT | NONE | $7,251 | — | $7,251 |
| BCM LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BCM LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $40,079
- Estimated Expense Ratio: 1.133% 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 | $54,195 | $38,223 | — | — | — |
| 2023 | $27,616 | $17,477 | $10,139 | — | — |
| 2022 | $27,777 | $21,025 | $6,752 | — | — |