Pacific Coast Producers Profit Sharing And Thrift 401(k) Plan
Sponsored by Pacific Coast Producers · EIN 941748199 · Plan #002
- Total assets
- $63.1M
- Net assets
- $63.1M
- Active participants
- 287
- With balances
- 292
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 |
|---|---|---|
| Allworth Financial, L.P. CRD 111167 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Schwab Retirement Plan Services,Inc | Recordkeeping, Direct payment from the plan, Recordkeeping fees | $40,667 |
| Allworth Financial, L.P. | Investment advisory (participants), Direct payment from the plan | $6,529 |
| Charles Schwab & Co., Inc. | Securities brokerage, Direct payment from the plan, Shareholder servicing fees | $505 |