How big is Pacific Financial Navigators, LLC's plan?

Pacific Financial Navigators, LLC's plan reported $2.5M in assets and 5 participants for 2024.

Original filing (PDF)20250401225310NAL0007840017001

Pacific Financial Navigators, LLC

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

Form 5500-SF

FILING_RECEIVED

Pacific Financial Navigators, LLC 401(k) Plan

401(k) retirement plan · Pacific Financial Navigators, LLC's Pacific Financial Navigators, LLC 401(k) Plan held $2.5M in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.5M

Net assets (EOY)

$2.5M

People on this filing

Annie LI signed Pacific Financial Navigators, LLC's 2024 Form 5500 as plan administrator.

Annie LI — 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 Navigators, LLC's EIN is 84-3491402.

EIN 84-3491402

Plan number 001

Plan year 2024

ACK ID 20250401225310NAL0007840017001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Pacific Financial Navigators, LLC'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 FINANCIAL NAVIGATORS, 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 (86th percentile).

Plan sponsor

Name

PACIFIC FINANCIAL NAVIGATORS, LLC

EIN

all filings

Address

1585 KAPIOLANI BLVD STE 1604 · HONOLULU, HI · 96814

Phone

(808) 942-8817

Industry

Professional & Technical Services

Plan administrator