Pacific Coast Bankers' Bancshares 401(k) Savings Plan
Sponsored by Pacific Coast Bankers' Bancshares · EIN 943311267 · Plan #002
- Total assets
- $21.2M
- Net assets
- $21.2M
- Active participants
- 119
- With balances
- 130
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 |
|---|---|---|
| Cambridge Investment Research Advisors, Inc. CRD 134139 | fuzzy_auto · 95% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Cambridge Investment Research | Investment advisory (plan) | $30,235 |
| Fidelity Investments Institutional | Participant loan processing, Recordkeeping fees, Account maintenance fees | $28,910 |