Pacific Realty Associates, L.P. Retirement Plan & Trust
Sponsored by Pacific Realty Associates, L.P. · EIN 133173299 · Plan #001
- Total assets
- $50.4M
- Net assets
- $50.4M
- Active participants
- 117
- With balances
- 144
Plan year beginning 01/01/2024 · Profit-sharing
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| James Martin Consulting | Consulting (general), Direct payment from the plan | $108,200 |
| U.S. Bank Trust Company | Recordkeeping, Custodial (other), Trustee (institutional) | $12,000 |
| Milliman, Inc | Recordkeeping, Consulting (general), Participant communication | $9,641 |