Pacific Healthcare Group 401(k) match, vesting and fees
What Pacific Healthcare Group's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Suemori & Inouye, Inc. | Schedule C ↗ |
| Independent auditor | Kmh LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 7,678 defined-contribution plans in health care and social assistance with 100 to 499 participants.
| Pacific Healthcare Group: employer contribution per participant | $483 | |
| Peer median | $1,468 |
| Pacific Healthcare Group: average balance | $69,703 | |
| Peer median | $37,786 |
| Pacific Healthcare Group: admin expenses ÷ assets | 0.51% | |
| Peer median | 0.39% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $11.9M at the end of plan year 2023 to $12.3M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 270 | $12.3M | $85K | $483 | 0.51% | Not published | Form 5500 ↗ |
| 2023 | 288 | $11.9M | $89K | $464 | 0.63% | Not published | Form 5500 ↗ |
Common questions
Does Pacific Healthcare Group match 401(k) contributions?
The match terms for the Pacific Healthcare Group LLC 401(k) Retirement Savings Plan have not been published from its filing yet. The plan year 2024 filing reports $85K in employer contributions, about $483 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Pacific Healthcare Group 401(k) match vested?
The vesting schedule for the Pacific Healthcare Group LLC 401(k) Retirement Savings Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Pacific Healthcare Group 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Suemori & Inouye, Inc.. The plan administrator is Pacific Healthcare Group LLC.
I left Pacific Healthcare Group. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Pacific Healthcare Group LLC, (808) 453-1919) or the recordkeeper, Suemori & Inouye, Inc.. The Pacific Healthcare Group old 401(k) page lists the contacts from every plan filing. Find an old Pacific Healthcare Group 401(k)
Data from the public Form 5500 annual reports Pacific Healthcare Group filed with the U.S. Department of Labor (plan years 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Pacific Healthcare Group. Not financial advice. Report a correction · Methodology