Pacific Unlimited, Inc. 401(k) Profit Sharing Plan
Sponsored by Pacific Unlimited, Inc. · EIN 980075957 · Plan #002
- Total assets
- $3.5M
- Net assets
- $3.4M
- Active participants
- 105
- With balances
- 181
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Asia Pacific Financial Management Group, Inc. CRD 32338 | fuzzy_auto · 97% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Futureplan By Ascensus | Contract administrator, Distribution (12b-1) fees, Recordkeeping fees | $32,828 |
| Asia Pacific Financial Management | Investment advisory (plan) | $7,251 |
| Epic Retirement Plan Services | Recordkeeping, Participant loan processing, Participant communication | $2,471 |