Filings through Sep 24, 2026.

Retirement plan

American Pacific Mortgage Corporation 401(k) Plan

Name: AMERICAN PACIFIC MORTGAGE CORPORATION - AMERICAN PACIFIC MORTGAGE CORPORATION 401K PLAN (2024) Form 5500
Creator: AMERICAN PACIFIC MORTGAGE CORPORATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, AMERICAN PACIFIC MORTGAGE CORPORATION 401K PLAN, AMERICAN PACIFIC MORTGAGE CORPORATION

American Pacific Mortgage CorporationEIN 68-0382674Plan #001PY 2024

3000 LAVA RIDGE CT STE 200 - ROSEVILLE, CA 95661916-960-1254apmortgage.comLinkedIn1001-5000 employeesfinancial services

Other plans on this EIN

1 filing

#002Retirement-$71.8M assets

Prospect flagsFew collective trustsFund lineup: 38 funds, $149M

Top hat statement on fileNQDC

Filed November 29, 2021

Plan administrator

APMC Board of Directors

Roseville, CA 95661

Email Phone

Street address, email and phone are on Pro, free for 7 days.

Plans declared (1)

Long Term Incentive Plan105 emp

Open the filing PDF

How to read this page

Total assets (EOY)

$153.4M

+6.5% from 2023

Total participants

3,904

-1.3% from 2023

Average account balance

$45,758

-0.1% from 2023

Annual return

14.50%

-7.88 pp from 2023

Benchmarks

See 610 peers

Peer group

Industry52 - Finance and Insurance

Plan typeDefined contribution

Participants1,000-4,999

Cohort610 peers

Snapshot2024

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Analytics

See the 10-year trajectory with Solo.

Service providers

Top 3 by compensation

Provider	Service type	Compensation
AMERICAN UNITED LIFE INSURANCE CO3 years Filed as: ONEAMERICA RETIREMENT SERVICES, LLC Service code 15 · EIN 46-5378846	Recordkeeping	$249,583
NORTHWESTERN MUTUAL INVESTMENT SERV3 years Filed as: NORTHWESTERN MUTUAL INVESTMENT Service code 28 611 EAST WISCONSIN AVE · MILWAUKEE, WI 53202	Investment Management	$140,502
MATRIX TRUST COMPANY3 years Service code 19 · EIN 75-3182674	Securities Custodian	$0

Fund lineup

CSV with Pro

38 funds of $250K or more; 32 lines in all, holding $149M of the plan's $153M. From the 2024 filing. Recordkeeper: OneAmerica.

In collective trusts0%median 0% for plans of $50M to $250M (10,671 plans)

In index funds70%median 25% for plans of $50M to $250M (10,671 plans)

In the main target-date series52%median 35% for plans of $50M to $250M (10,671 plans)

Employer stockNo

Target-date series: Nuveen Lifecycle Index, mutual fund, 52% of fund dollars

Fund	Manager	Vehicle	Dollars	% of funds%
Nuveen Lifecycle Index TIAA (Nuveen) · Mutual fund Target-date, 12 vintages	TIAA (Nuveen)	Mutual fund	$77.0M	51.6%
Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index	Vanguard	Mutual fund	$17.7M	11.9%
JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund	JPMorgan	Mutual fund	$8.9M	6.0%
Blackrock MID CAP Growth Equity Portfolio Class K BlackRock · Mutual fund	BlackRock	Mutual fund	$4.8M	3.2%
American Funds Washington Mutual R6 Capital Group · Mutual fund	Capital Group	Mutual fund	$4.5M	3.0%
American Funds American Balanced R6 Capital Group · Mutual fund	Capital Group	Mutual fund	$3.8M	2.6%
Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index	Vanguard	Mutual fund	$3.8M	2.6%
Group Annuity Contract American United Life Insurance Co. Manager not matched · Insurance contract	Not yet matched	Insurance contract	$3.6M	2.4%
Vanguard Explorer Fund Admiral Shares Vanguard · Mutual fund	Vanguard	Mutual fund	$2.9M	2.0%
Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index	Vanguard	Mutual fund	$2.7M	1.8%

See the other 22 lines in this lineup with Solo.

Covers 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.

Plan features & details

Pension benefit codes2E2F2G2J2K2S2T3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
2S
Automatic enrollment
Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$390K

$139 / participant

Recordkeeping$250K64.0%
Investment mgmt$141K36.0%

% of EOY assets

0.254%

all-in expense ratio

Categories reported

2 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

The auditor signed off without reservation. This is the cleanest opinion.

Auditor firm: CWDL
Auditor EIN: 900916070
Audit fees: (not subdivided)
Opinion code: Unqualified

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Provider

Service type

Compensation

AMERICAN UNITED LIFE INSURANCE CO3 years

Filed as: ONEAMERICA RETIREMENT SERVICES, LLC

Service code 15 · EIN 46-5378846

Recordkeeping

$249,583

NORTHWESTERN MUTUAL INVESTMENT SERV3 years

Filed as: NORTHWESTERN MUTUAL INVESTMENT

Service code 28

611 EAST WISCONSIN AVE · MILWAUKEE, WI 53202

Investment Management

$140,502

MATRIX TRUST COMPANY3 years

Service code 19 · EIN 75-3182674

Securities Custodian

Fund

Dollars

% of funds%

Nuveen Lifecycle Index

TIAA (Nuveen) · Mutual fund

Target-date, 12 vintages

$77.0M

51.6%

Vanguard 500 Index Fund Admiral Shares

Vanguard · Mutual fund

Index

$17.7M

11.9%

JPMorgan Large Cap Growth Fund Class R6

JPMorgan · Mutual fund

$8.9M

6.0%

Blackrock MID CAP Growth Equity Portfolio Class K

BlackRock · Mutual fund

$4.8M

3.2%

American Funds Washington Mutual R6

Capital Group · Mutual fund

$4.5M

3.0%

American Funds American Balanced R6

Capital Group · Mutual fund

$3.8M

2.6%

Vanguard Mid-Cap Index Fund Admiral Shares

Vanguard · Mutual fund

Index

$3.8M

2.6%

Group Annuity Contract American United Life Insurance Co.

Manager not matched · Insurance contract

$3.6M

2.4%

Vanguard Explorer Fund Admiral Shares

Vanguard · Mutual fund

$2.9M

2.0%

Vanguard Small-Cap Index Fund Admiral Shares

Vanguard · Mutual fund

Index

$2.7M

1.8%

American Pacific Mortgage Corporation 401(k) Plan

Top hat statement on fileNQDC

Plan administrator

Plans declared (1)

Summary metrics

Benchmarksi

Analytics

Service providersi

Fund lineupi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

American Pacific Mortgage Corporation 401(k) Plan

Top hat statement on fileNQDC

Plan administrator

Plans declared (1)

Summary metrics

Benchmarksi

Analytics

Service providersi

Fund lineupi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Fund lineup

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Fund lineup

Opportunity flags

Expense breakdown

Audit opinion