AUMdb

Pac Mac Holdings, Inc. 401(k) Plan

Sponsored by Pac Mac Holdings, Inc. · EIN 452974633 · Plan #001

Total assets
$5.8M
Net assets
$5.8M
Active participants
160
With balances
205

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
Flexpath Strategies Llc CRD 174306 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Transamerica Financial Life Ins Co Recordkeeping, Participant loan processing, Investment management fees (indirect) $52,918
Futureplan Fiduciary Services, Llc Recordkeeping, Participant loan processing, Recordkeeping fees $11,376
Flexpath Strategies, Llc Investment advisory (plan) $417