AUMdb

Pacific Retirement Services, Inc. 401(k) Plan

Sponsored by Pacific Retirement Services, Inc. · EIN 931067253 · Plan #006

Total assets
$112M
Net assets
$112M
Active participants
2,984
With balances
2,282

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
The Variable Annuity Life Insurance Company CRD 104561 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Valic Retirement Services Co. Custodial (securities), Investment advisory (participants), Investment management $340,502
Variable Annuity Life Insurance Co. Custodial (securities), Investment advisory (participants), Investment management $1,951