· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
PACNORTH RETIREMENT GROUP, LLC — PACNORTH RETIREMENT GROUP 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250602130337NAL0027718098001
PACNORTH RETIREMENT GROUP, LLC
Form 5500-SF
FILING_RECEIVED
PACNORTH RETIREMENT GROUP 401(K) PLAN
401(k) retirement plan
Active participants
9
Accounts w/ balance
10
Plan assets (EOY)
$4.6M
Net assets (EOY)
$4.6M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
PACNORTH RETIREMENT GROUP, LLC
.
Find decision makers
Plan sponsor
Name
PACNORTH RETIREMENT GROUP, LLC
EIN
27-2301271
Address
16201 E. INDIANA AVE., STE. 1750 · SPOKANE VALLEY, WA · 99216
Phone
(509) 443-3554
Industry
Finance & Insurance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-06-02
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Finance & Insurance plans
CAPITAL RESEARCH AND CONSULTING, LLC
CAPITAL RESEARCH & CONSULTING, LLC 401K PROFIT SHARING PLAN
$4.6M · 9 participants
OFG FINANCIAL SERVICES, INC.
OFG FINANCIAL SERVICES, INC. 401(K) PLAN
$4.6M · 11 participants
OLD MISSION INVESTMENT COMPANY, LLC
OLD MISSION INVESTMENT COMPANY 401K PLAN
$4.6M · 11 participants
SIGNAL SECURITIES, INC.
SIGNAL SECURITIES, INC. 401(K) PROFIT SHARING PLAN AND TRUST
$4.6M · 7 participants
HILLCREST CAPITAL ADVISORS
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
HILLCREST CAPITAL ADVISORS 401(K) PLAN
$4.6M · 7 participants
COMPASS POINT RESEARCH & TRADING
COMPASS POINT RESEARCH & TRADING 401K PLAN
$4.7M · 40 participants
Large plans in Washington
THE BOEING CO. AND CONSOLIDATED SUBSIDIARIES
THE BOEING COMPANY 401(K) RETIREMENT PLAN
$73.9B · 143,146 participants
THE BOEING CO. AND CONSOLIDATED SUBSIDIARIES
THE BOEING COMPANY EMPLOYEE SAVINGS PLANS MASTER TRUST INVESTMENT ACCOUNT
$73.5B
MICROSOFT CORPORATION
MICROSOFT CORPORATION SAVINGS PLUS 401K PLAN
$65.6B · 123,878 participants
WESTERN CONFERENCE OF TEAMSTERS PENSION TRUST FUND BOARD OF TRUSTEES
WESTERN CONFERENCE OF TEAMSTERS PENSION PLAN
$56.4B · 231,353 participants
THE BOEING CO. AND CONSOLIDATED SUBSIDIARIES
THE BOEING COMPANY EMPLOYEE RETIREMENT PLANS MASTER TRUST
$46.2B
COSTCO WHOLESALE CORPORATION
COSTCO 401K RETIREMENT PLAN
$41.0B · 212,976 participants