Pacific Healthcare Group Llc 401(k) Retirement Savings Plan
Sponsored by Pacific Healthcare Group Llc · EIN 884181241 · Plan #001
- Total assets
- $12.3M
- Net assets
- $12.3M
- Active participants
- 234
- With balances
- 176
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 |
|---|---|---|
| Ubs Financial Services Inc. CRD 8174 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Ubs Financial Services, Inc | Investment advisory (plan) | $29,917 |
| Suemori & Inouye, Inc. | Recordkeeping, Participant loan processing, Recordkeeping fees | $24,491 |
| Transamerica Life Insurance Company | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $7,472 |