Pacific Service Credit Union 401(k) Plan
Sponsored by Pacific Service Credit Union · EIN 946061277 · Plan #001
- Total assets
- $34.8M
- Net assets
- $34.8M
- Active participants
- 159
- With balances
- 198
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 |
|---|---|---|
| Destination Wealth Management CRD 110365 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Destination Wealth Management | Investment advisory (participants), Direct payment from the plan | $26,688 |
| Charles Schwab & Co., Inc. | Securities brokerage, Direct payment from the plan, Shareholder servicing fees | $34 |