AUMdb

Pacific Bearing Company Associates' Retirement Plan

Sponsored by Pacific Bearing Corp. Dba Pbc Li · EIN 363259223 · Plan #001

Total assets
$8.1M
Net assets
$8.1M
Active participants
200
With balances
160

Plan year beginning 01/01/2024 · 401(k)

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
Certified Planning Services, Llc Recordkeeping, Trustee (institutional), Other services $20,691
Adp, Inc. Participant loan processing, Direct payment from the plan, Recordkeeping $10,235
Charles Schwab Investment Mgmt Inc. Securities brokerage $68
Adp Broker Dealer Sub-transfer agency fees, Shareholder servicing fees $0