Pacific Office Automation Capital Accumulation Plan
Sponsored by Pacific Office Automation, Inc. · EIN 930665413 · Plan #001 · Beaverton, OR
- Total assets
- $157M
- Net assets
- $157M
- Active participants
- 1,160
- With balances
- 1,045
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 |
|---|---|---|
| Sloy, Dahl & Holst, Llc CRD 110102 | fuzzy_auto · 96% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Sloy, Dahl & Holst, Inc | Investment advisory (participants), Investment advisory (plan) | $268,113 |
| Spectrum Pension Consultants, Inc | Claims processing, Contract administrator, Recordkeeping | $25,253 |