Pacific Union Company 401(k) Retirement Plan
Sponsored by Pacific Union Company · EIN 942321747 · Plan #001
- Total assets
- $12.9M
- Net assets
- $12.9M
- Active participants
- 229
- With balances
- 173
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 |
|---|---|---|
| American United Life Insurance Co | Recordkeeping, Participant loan processing, Participant communication | $2,449 |
| Cbiz Investment Advisory | Consulting (general), Consulting fees | $0 |