AUMdb

Pacific Haven And Companion 401(k) Plan

Sponsored by Pacific Haven Subacute And Healthcare Center · EIN 330492281 · Plan #001

Total assets
$11.3M
Net assets
$11.3M
Active participants
251
With balances
365

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Pensionmark Retirement Group Insurance agents and brokers, Investment advisory (participants), Investment advisory (plan) $21,523
Pension Benefits Unlimited Contract administrator, Consulting (pension), Participant loan processing $15,237
John Hancock Usa Recordkeeping, Investment management, Shareholder servicing fees $668