Michael Limtiaco signed Pacific Unlimited, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Pacific Unlimited, Inc.'s EIN is 98-0075957.
Download the official 2024 Form 5500 (PDF) for Pacific Unlimited, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Pacific Unlimited, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FUTUREPLAN BY ASCENSUS | 68-0348235 | — | TPA & RECORDKEEPER | $33K | — |
| EPIC RETIREMENT PLAN SERVICES | 16-1450952 | — | NONE | $2K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASIA PACIFIC FINANCIAL MANAGEMENT |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Shares of registered investment companies T Rowe Price All-Cap Opportunities Fund I Mutual Fund: 5,071 Shares | Mutual Funds | — | $5K | $373K | 10.5% | |
| Schwab U.S. Large-Cap Growth Exchange Traded Funds: 12,445 Shares | Mutual Funds | — | $12K | $347K | 9.8% | |
| AB Large Cap Growth Fund Z Mutual Fund: 3,094 Shares | Other securities | — | $3K | $338K | 9.6% | |
| Schwab US Dvd Equity ETF Exchange Traded Funds: 8,102 Shares | Mutual Funds | — | $8K | $221K | 6.3% | |
| Putnam Large Cap Value Fd Cl R6 Mutual Fund: 6,281 Shares | Mutual Funds | — | $6K | $217K | 6.1% | |
| American Funds American Mutual R6 Mutual Fund: 3,596 Shares | Mutual Funds | — | $4K | $198K | 5.6% | |
| American Funds New Perspective R6 Mutual Fund: 2,806 Shares | Mutual Funds | — | $3K | $174K | 4.9% | |
| BNY Mellon Global Stock Fund - Cl I Mutual Fund: 7,723 Shares | Other securities | — | $8K | $160K | 4.5% | |
| American Funds American Balanced R6 Mutual Fund: 4,559 Shares | Mutual Funds | — | $5K | $157K | 4.4% | |
| Carillon Reams Core Plus Bond Fund R6 Mutual Fund: 4,146 Shares | Other securities | — | $4K | $121K | 3.4% | |
| Invesco S&P MidCap Momentum ETF Exchange Traded Funds: 951 Shares | Mutual Funds | — | — | $117K | 3.3% | |
| Vanguard Cash Reserves Federal Money Market Fund Admiral Class Money Market Fund: 116,029 Sahres | Mutual Funds | — | $116K | $116K | 3.3% | |
| American Funds Bon R6 Mutual Fund: 10,341 Shares | Mutual Funds | — | $10K | $115K | 3.3% | |
| Cash and Cash Equivalents: 108,403 | Cash / Money Market | — | $108K | $108K | 3.1% | |
| Principal MidCap Value I R6 Mutual Fund: 6,200 Shares | Other securities | — | $6K | $97K | 2.7% | |
| Vanguard Balanced Index Adm Mutual Fund: 1,969 Shares | Mutual Funds | — | $2K | $95K | 2.7% | |
| American Funds 2055 Trgt Date Retire R6 Mutual Fund: 3,494 Shares | Mutual Funds | — | $3K | $92K | 2.6% | |
| American Funds 2035 Trgt Date Retire R6 Mutual Fund: 3,766 Shares | Mutual Funds | — | $4K | $72K | 2.0% | |
| American Funds 2060 Trgt Date Retire R6 Mutual Fund: 3,901 Shares | Mutual Funds | — | $4K | $70K | 2.0% | |
| American Funds 2065 Trgt Date Retire R6 Mutual Fund: 3,379 Shares | Mutual Funds | — | $3K | $59K | 1.7% | |
| Federated Hermes Total Return Bond R6 Mutual Fund: 6,264 Shares | Other securities | — | $6K | $59K | 1.7% | |
| Vanguard Interm-Term Bond Index Adm Mutual Fund: 5,446 Shares | Mutual Funds | — | $5K | $55K | 1.6% | |
| American Funds 2040 Trgt Date Retire R6 Mutual Fund: 2,206 Shares | Mutual Funds | — | $2K | $45K | 1.3% | |
| American Funds 2050 Trgt Date Retire R6 Mutual Fund: 1,558 Shares | Mutual Funds | — | $2K | $33K | 0.9% | |
| Vanguard Wellesley® Income Admiral™ Mutual Fund: 337 Shares | Mutual Funds | — | — | $20K | 0.6% | |
| American Funds 2045 Trgt Date Retire R6 Mutual Fund: 896 Shares | Mutual Funds | — | — | $19K | 0.5% | |
| PIMCO Income I2 Mutual Fund: 1,209 Shares | Mutual Funds | — | $1K | $13K | 0.4% | |
| American Funds 2025 Trgt Date Retire R6 Mutual Fund: 757 Shares | Mutual Funds | — | — | $11K | 0.3% | |
| Thornburg Strategic Income R6 Mutual Fund: 1,006 Shares | Other securities | — | $1K | $11K | 0.3% | |
| American Funds 2030 Trgt Date Retire R6 Mutual Fund: 372 Shares | Mutual Funds | — | — | $6K | 0.2% | |
| Lord Abbett Core Fixed Income R6 Mutual Fund: 470 Shares | Mutual Funds | — | — | $4K | 0.1% | |
| Hartford Balanced Inc-R6 Mutual Fund: 195 Shares | Common Stocks | — | — | $3K | <0.1% | |
| Nuveen Short Term Bond Fund R6 Mutual Fund: 246 Shares | Mutual Funds | — | — | $2K | <0.1% | |
| Principal Short Term Inc - Ins Mutual Fund: 207 Shares | Common Stocks | — | — | $2K | <0.1% | |
| First Eagle Global I Mutual Fund: 22 Shares | Other securities | — | — | $1K | <0.1% | |
| American Capital Income Builder R6 Mutual Fund: 16 Shares | Other securities | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 66-0493272 |
| — |
| NONE |
| $7K |
| — |
