Pacific Imaging Management Llc 401(k) Profit Sharing Plan
Sponsored by Pacific Imaging Management, Llc · EIN 263203328 · Plan #006 · Templeton, CA
- Total assets
- $24.3M
- Net assets
- $24.3M
- Active participants
- 120
- With balances
- 204
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 |
|---|---|---|
| Corvus Wealth Advisors Llc CRD 311261 | fuzzy_auto · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Covus Wealth Advisors | Investment management | $23,464 |
| Evolve Retirement Plan Solutions | Recordkeeping | $23,273 |
| Qualified Services Dba Hickspension | Contract administrator | $18,036 |
| Lee Cpa Audit Group | Consulting fees | $4,250 |
| Charles Schwab Trust Bank | Custodial (securities) | $2,677 |