Pacific Life Insurance Company Retirement Incentive Savings Plan
Sponsored by Pacific Life Insurance Company · EIN 951079000 · Plan #007
- Total assets
- $1.8B
- Net assets
- $1.8B
- Active participants
- 3,436
- With balances
- 5,035
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 |
|---|---|---|
| Morningstar Investment Management Llc CRD 108031 | fuzzy_auto · 99% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $296,953 |
| Metropolitan Life Insurance | Contract administrator, Direct payment from the plan | $100,253 |
| Mercer Inv Consulting | Investment advisory (plan), Direct payment from the plan | $96,197 |
| Deloitte & Touche Llp | Accounting, Direct payment from the plan | $58,500 |
| Groom Law Group | Legal, Direct payment from the plan | $18,109 |
| Morningstar Investment Management L | Investment advisory (participants), Consulting fees | $0 |