How big is Pacific Wealth Management, LLC's plan?

Pacific Wealth Management, LLC's plan reported $1.4M in assets and 3 participants for 2024.

Original filing (PDF)20251013152007NAL0001507345001

Pacific Wealth Management, LLC

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

Form 5500-SF

FILING_RECEIVED

Pacific Wealth Management, LLC 401(k) Profit Sharing Plan

401(k) retirement plan · Pacific Wealth Management, LLC's Pacific Wealth Management, LLC 401(k) Profit Sharing Plan held $1.4M in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

Plan identifiers

Pacific Wealth Management, LLC's EIN is 37-1450463.

EIN 37-1450463

Plan number 001

Plan year 2024

ACK ID 20251013152007NAL0001507345001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Pacific Wealth Management, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

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

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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 (88th percentile).

Plan sponsor

Name

PACIFIC WEALTH MANAGEMENT, LLC

EIN

all filings

Address

222 SO. VINEYARD STREET, SUITE 703 · HONOLULU, HI · 968132453

Phone

(808) 533-1928

Industry

Finance & Insurance

Plan administrator