Original filing (PDF)20240206173544NAL0035475585001

Pacific Union International, Inc.

Name: Pacific Union International, Inc. — Pacific Union, Form 5500 (2022)
Creator: Pacific Union International, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Pacific Union International, Inc. 401(k) Plan

401(k) retirement plan · Pacific Union International, Inc.'s Pacific Union International, Inc. 401(k) Plan filed a Form 5500 for plan year 2022, with Fidelity as recordkeeper.

Signals · 2

1 failed disclosureLate filing · 9.7 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

How this plan invests

This plan

1 collective trust

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score

Above-average plan

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 50% of scoring inputs for this filing.

Compliance & integrity

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Knocking points off

1 Schedule C provider failed to disclose compensation.
Filed 9.7 months past the 10.5-month grace window.

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PACIFIC UNION INTERNATIONAL, INC..

Plan sponsor

Name

PACIFIC UNION INTERNATIONAL, INC.

DBA

COMPASS

EIN

94-3484670all filings

Address

3333 MENDOCINO AVE, STE 220 · SANTA ROSA, CA · 95403

Phone

(707) 584-6101

Industry

Real Estate

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-06-01

Filed

2024-02-06

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

3H · Sponsor in controlled / affiliated group

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

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$188	—

Failed / refused disclosures (Sched C Part 2)

Provider	Nondisclosure info
—	—

Investments

1 pooled fund· $0

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.