· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
PACIFIC HR, INC. — PACIFIC HR, INC. 401(K) RETIREMENT PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20251014104518NAL0001236467001
PACIFIC HR, INC.
Form 5500-SF
FILING_RECEIVED
PACIFIC HR, INC. 401(K) RETIREMENT PLAN
401(k) retirement plan
Signals · 1
No auditor on file
Active participants
469
Accounts w/ balance
92
Plan assets (EOY)
$3.5M
Net assets (EOY)
$3.5M
Plan health score (directional)
72
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
60
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
PACIFIC HR, INC.
.
Find decision makers
Plan sponsor
Name
PACIFIC HR, INC.
EIN
77-0235281
Address
2028 VILLAGE LANE · STE 205 · SOLVANG, CA · 93463
Phone
(805) 686-1522
Industry
All Other Professional Services
· Professional & Technical Services
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2S · Automatic enrollment
2T · Default investment account (QDIA)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size All Other Professional Services plans
RAND & PASEKA MANUFACTURING INC.
RAND & PASEKA 401(K) PLAN
$3.5M · 19 participants
EAGLE AVIATION TECHNOLOGIES, LLC
EAGLE AVIATION TECHNOLOGIES, LLC 401(K) PROFIT SHARING PLAN AND TRUST
$3.5M · 68 participants
R AND R HEALTHCARE COMMUNICATIONS, LLC
R AND R HEALTHCARE COMMUNICATIONS, LLC 401(K) PLAN
$3.5M · 19 participants
EVO INCORPORATED
EVO INCORPORATED 401(K) PLAN
$3.5M · 28 participants
DRS. MICHNICK & TAKACS, DDS, PA
ATLANTIC DENTAL 401(K) RETIREMENT PLAN
65
Knocking points off
No independent qualified public accountant (IQPA) named.
Only 20% as many balances as active participants — suggests many active employees aren't deferring.
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.
2V · PEO multiple-employer plan
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$3.5M · 17 participants
PROCESSORS MARKETING & RESEARCH, INC.
PROCESSORS MARKETING & RESEARCH, INC. DEFINED BENEFIT PLAN
$3.5M · 13 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B
