Original filing (PDF)20250923130443NAL0009238354001

PACIFIC RETIREMENT PLANS, INC.

Name: PACIFIC RETIREMENT PLANS, INC. — PACIFIC RETIREMENT PLANS, INC. PROFIT SHARING 401(K) PLAN, Form 5500 (2024)
Creator: PACIFIC RETIREMENT PLANS, INC.

Form 5500-SF

FILING_RECEIVED

PACIFIC RETIREMENT PLANS, INC. PROFIT SHARING 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.9M

Net assets (EOY)

$3.9M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PACIFIC RETIREMENT PLANS, INC..

Plan sponsor

Name

PACIFIC RETIREMENT PLANS, INC.

EIN

94-1634959

Address

216 N SAN MATEO DR · SAN MATEO, CA · 94401

Phone

(650) 696-9600

Industry

Admin Support & Waste Mgmtsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

005

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-23

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2H · Partial participant-directed accounts

2J · 401(k) feature

2R · Participant-directed brokerage (SDBA)

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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