Pacificsource 401(k) Plan
Sponsored by Pacificsource · EIN 463939584 · Plan #002
- Total assets
- $184M
- Net assets
- $184M
- Active participants
- 1,900
- With balances
- 2,303
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 |
|---|---|---|
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Strategic Advisors | Investment advisory (plan), Direct payment from the plan | $40,376 |
| Fid Inv Instl Ops Co | Contract administrator, Recordkeeping, Participant loan processing | $20,463 |