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

Pacific Asset Management, LLC's plan reported $4.4M in assets and 5 participants for 2024.

Original filing (PDF)20250520165452NAL0001450659001

Pacific Asset Management, LLC

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

Form 5500-SF

FILING_RECEIVED

Pacific Asset Management Retirement Plan

401(k) retirement plan · Pacific Asset Management, LLC's Pacific Asset Management Retirement Plan held $4.4M in plan assets for 5 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.4M

Net assets (EOY)

$4.4M

People on this filing

Brian Cox signed Pacific Asset Management, LLC's 2024 Form 5500 as plan administrator.

Brian Cox — 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 Asset Management, LLC's EIN is 91-1926869.

EIN 91-1926869

Plan number 002

Plan year 2024

ACK ID 20250520165452NAL0001450659001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Pacific Asset Management, LLC's plan includes automatic enrollment, profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, 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 ASSET 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