Bank Of The Pacific 401(k) Plan
Sponsored by Bank Of The Pacific · EIN 911069728 · Plan #002
- Total assets
- $22.7M
- Net assets
- $22.7M
- Active participants
- 202
- With balances
- 264
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 |
|---|---|---|
| Capfinancial Partners, Llc CRD 175112 | deterministic · 100% | 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 | $47,765 |
| Capfinancial Partners, Llc | Investment advisory (plan), Direct payment from the plan | $20,078 |
| Trutina Financial | Investment advisory (plan), Direct payment from the plan | $18,361 |