AUMdb

Pacific Guardian Life Insurance Co., Ltd. 401(k) Plan

Sponsored by Pacific Guardian Life Insurance Company Ltd. · EIN 990108050 · Plan #002

Total assets
$23.6M
Net assets
$23.6M
Active participants
113
With balances
199

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
Sageview Advisory Group, Llc CRD 126777 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Sageview Advisory Group, Llc Investment management $72,368
Sageview Advisory Group, Llc Investment advisory (plan) $33,505
Empower Annuity Insurance Company O Recordkeeping fees $19,171