Pacific Medical, Inc. 401(k) Plan
Sponsored by Pacific Medical, Inc. · EIN 943170060 · Plan #001
- Total assets
- $21.9M
- Net assets
- $21.9M
- Active participants
- 416
- With balances
- 423
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 |
|---|---|---|
| Portus Wealth Advisors, Llc CRD 300558 | fuzzy_auto · 96% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Newport Group, Inc. | Other fees, Participant loan processing, Recordkeeping | $55,672 |
| Portico Wealth Advisors | Investment advisory (plan), Direct payment from the plan | $41,911 |