AUMdb

Pac Worldwide Corporation 401(k) Profit Sharing Plan

Sponsored by Pac Worldwide Corporation · EIN 911213761 · Plan #001

Total assets
$37.4M
Net assets
$37.4M
Active participants
986
With balances
743

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
Global Retirement Partners Llc CRD 172011 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Schwab Retirement Plan Services,Inc Recordkeeping, Investment advisory (participants), Direct payment from the plan $85,400
Global Retirement Partners Llc Investment management, Direct payment from the plan $25,756