AUMdb

Pfm 401(k) Plan

Sponsored by Pfm Financial Advisors Llc · EIN 811642787 · Plan #001

Total assets
$164M
Net assets
$164M
Active participants
364
With balances
656

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
Empower Annuity Insurance Company Recordkeeping fees $17,411