AUMdb

Pacific Charter Institute 401 K Profit Sharing Plan

Sponsored by Pacific Charter Institute · EIN 161727094 · Plan #001

Total assets
$10.2M
Net assets
$10.2M
Active participants
321
With balances
172

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
Capital Region Financial Group Llc Investment advisory (plan), Consulting fees $43,230
The Standard Contract administrator, Recordkeeping, Float revenue $13,908
Associated Pension Consultants Contract administrator, Plan administrator $6,775