Pacific Medical Acquisition Co., Inc. 401(k) Plan
Sponsored by Pacific Medical Group, Inc. · EIN 813174339 · Plan #001
- Total assets
- $3.7M
- Net assets
- $3.7M
- Active participants
- 75
- With balances
- 119
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Cbiz Investment Advisory Services, Llc CRD 286002 | fuzzy_auto · 100% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Ins Co Of America | Recordkeeping fees | $24,607 |
| Cbiz Investment Advisory Svcs Llc | Investment advisory (plan) | $12,752 |
| Empower Advisory Group, Llc | Investment management | $1,215 |