How big is Pacific Financial Partners, LLC's plan?

Pacific Financial Partners, LLC's plan reported $1.2M in assets and 7 participants for 2024.

Original filing (PDF)20251010150015NAL0004731987001

Pacific Financial Partners, LLC

Name: Pacific Financial Partners, LLC — Pacific Financial, Form 5500 (2024)
Creator: Pacific Financial Partners, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Pacific Financial Partners, LLC 401(k) Profit Sharing Plan

401(k) retirement plan · Pacific Financial Partners, LLC's Pacific Financial Partners, LLC 401(k) Profit Sharing Plan held $1.2M in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

Plan identifiers

Pacific Financial Partners, LLC's EIN is 20-8460375.

EIN 20-8460375

Plan number 001

Plan year 2024

ACK ID 20251010150015NAL0004731987001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Pacific Financial Partners, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Pacific Financial Partners, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (92nd percentile).

Plan sponsor

Name

PACIFIC FINANCIAL PARTNERS, LLC

EIN

all filings

Address

1100 ALAKEA STREET, SUITE 2300 · HONOLULU, HI · 96813

Phone

(808) 979-3333

Industry

Insurance Agencies & Brokerages· Finance & Insurance

Plan administrator