How big is Pacific General Holdings LLC's plan?

Pacific General Holdings LLC's plan reported $142K in assets and 4 participants for 2024.

Original filing (PDF)20250722145851NAL0001454003001

Pacific General Holdings LLC

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

Form 5500-SF

FILING_RECEIVED

401(k) retirement plan · Pacific General Holdings LLC held $142K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$142K

Net assets (EOY)

$142K

People on this filing

Shirley Horner signed Pacific General Holdings LLC's 2024 Form 5500 as plan administrator.

Shirley Horner — 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 General Holdings LLC's EIN is 84-3346200.

EIN 84-3346200

Plan number 001

Plan year 2024

ACK ID 20250722145851NAL0001454003001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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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.

Plan sponsor

Name

PACIFIC GENERAL HOLDINGS LLC

EIN

all filings

Address

721 SMOKE HOLLOW TRAIL · FRANKLIN LAKES, NJ · 07417

Phone

(201) 774-5999

Industry

Finance & Insurance

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

2025-07-22

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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