Pacific Transfer Llc Profit Sharing Plan
Sponsored by Pacific Transfer Llc · EIN 800668703 · Plan #001
- Total assets
- $14.8M
- Net assets
- $14.8M
- Active participants
- 91
- With balances
- 100
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 |
|---|---|---|
| Mosaic Pacific Investment Advisors | Investment advisory (plan), Direct payment from the plan | $39,065 |
| Epic Retirement Plan Services | Recordkeeping, Participant loan processing, Participant communication | $9,659 |
| Riversedge Adv Ret Solutions, Llc | Recordkeeping, Participant loan processing, Direct payment from the plan | $9,178 |
| Cw Associates | Accounting, Direct payment from the plan | $5,235 |
| Charles Schwab & Co., Inc | Shareholder servicing fees | $0 |