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

> Pacific Unlimited, INC.&#39;s 401(k) plan: 105 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|—|—|

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