How big is Pacific Design and Sourcing's plan?

Pacific Design and Sourcing's plan reported $3.3M in assets and 3 participants for 2024.

Original filing (PDF)20250708115322NAL0003930401002

Pacific Design and Sourcing

Name: Pacific Design and Sourcing — Pacific Design and, Form 5500 (2024)
Creator: Pacific Design and Sourcing
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Pacific Design and Sourcing 401(k) Plan

401(k) retirement plan · Pacific Design and Sourcing's Pacific Design and Sourcing 401(k) Plan held $3.3M in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.3M

Net assets (EOY)

$3.3M

People on this filing

Thomas DUNN signed Pacific Design and Sourcing's 2024 Form 5500 as plan administrator.

Thomas DUNN — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Pacific Design and Sourcing's EIN is 27-2403668.

EIN 27-2403668

Plan number 001

Plan year 2024

ACK ID 20250708115322NAL0003930401002

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Pacific Design and Sourcing from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Pacific Design and Sourcing's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PACIFIC DESIGN AND SOURCING.

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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 average account balance (95th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (88th percentile).

Plan sponsor

Name

PACIFIC DESIGN AND SOURCING

EIN

all filings

Address

1020 8TH AVENUE SOUTH · SUITE 4 · NAPLES, FL · 34102

Phone

(239) 206-1128

Industry

Manufacturing

Plan administrator