How big is Pacific Financial Planners LLC's plan?

Pacific Financial Planners LLC's plan reported $61K in assets and 4 participants for 2025.

Original filing (PDF)20260512141329NAL0013750114001

Pacific Financial Planners LLC

Name: Pacific Financial Planners LLC — Pacific Financial, Form 5500 (2025)
Creator: Pacific Financial Planners LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Pacific Financial Planners LLC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Pacific Financial Planners LLC's Pacific Financial Planners LLC 401(k) Profit Sharing Plan & Trust held $61K in plan assets for 4 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$61K

Net assets (EOY)

$61K

People on this filing

Edward Rojas signed Pacific Financial Planners LLC's 2025 Form 5500 as plan administrator.

Edward Rojas — 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 Financial Planners LLC's EIN is 56-2472811.

EIN 56-2472811

Plan number 001

Plan year 2025

ACK ID 20260512141329NAL0013750114001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Pacific Financial Planners LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Pacific Financial Planners LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, 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 FINANCIAL PLANNERS 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