Pacific Biosciences Of California, Inc. 401(k) Plan
Sponsored by Pacific Biosciences Of California, Inc. · EIN 161590339 · Plan #001
- Total assets
- $72.7M
- Net assets
- $72.7M
- Active participants
- 481
- With balances
- 617
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 |
|---|---|---|
| Osaic Wealth, Inc. CRD 23131 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Newport Group, Inc. | Recordkeeping, Consulting (general), Participant loan processing | $64,741 |
| Newport Trust Company | Claims processing, Custodial (securities), Trustee (institutional) | $21,292 |
| Sagepoint Financial, Inc. | Investment advisory (plan), Direct payment from the plan | $9,555 |
| Osaic Wealth, Inc. | Investment advisory (plan) | $9,555 |