Pacific Lifestyle Homes, Inc. 401(k) Plan
Sponsored by Pacific Lifestyle Homes, Inc. · EIN 203911811 · Plan #001
- Total assets
- $9.2M
- Net assets
- $9.2M
- Active participants
- 119
- With balances
- 120
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 |
|---|---|---|
| Bnc Wealth Management, Llc CRD 306483 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Bnc Wealth Management | Investment advisory (participants) | $17,761 |
| Stancorp Financial Group | Claims processing, Recordkeeping, Custodial (other) | $9,126 |
| Pension Plan Specialists | Consulting (pension), Distribution (12b-1) fees | $1,250 |
| John Hancock Life Insurance Company | Recordkeeping, Investment management, Shareholder servicing fees | $94 |