Pcf 401(k) Plan
Sponsored by Pcf Insurance Services Of The West, Llc · EIN 821368960 · Plan #001
- Total assets
- $109M
- Net assets
- $109M
- Active participants
- 2,693
- With balances
- 1,935
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 |
|---|---|---|
| Monarch Plan Advisors CRD 286612 | deterministic · 100% | 2024 |
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Recordkeeping fees, Account maintenance fees | $125,623 |
| R Tech Consultants, Inc | Consulting (general), Other services | $61,745 |
| Monarch Plan Advisors | Investment advisory (plan) | $30,552 |
| Pension Assurance | Accounting | $23,000 |
| Strategic Advisors, Inc | Investment advisory (plan) | $4,642 |