Pacific Premier Bank 401(k) Plan
Sponsored by Pacific Premier Bank · EIN 953811107 · Plan #001
- Total assets
- $132M
- Net assets
- $132M
- Active participants
- 1,251
- With balances
- 1,674
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 |
|---|---|---|
| Voya Retirement Advisors, Llc CRD 3989 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| 401 K Safe 3(16), Llc | Other fees | $41,912 |
| Voya Retirement Advisors, Llc | Investment advisory (participants) | $23,267 |
| Plan Design Consultants, Inc. | Other fees | $13,280 |
| Osaic Fa, Inc. | Other commissions | $0 |
| Morningstar | Investment advisory (plan) | $0 |
| Voya Retirement Insurance & Annuity | Investment advisory (plan) | $0 |