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Sponsor portfolio

PACIFIC PORTFOLIO CONSULTING, LLC

EIN 20-4049073-financial services-Latest filing 2024
Plans
1
Retirement
1
$3.6M assets
Welfare
0
Participants
28
701 5TH AVENUE, SUITE 6850 - SEATTLE, WA 98104206-623-6641pacific-portfolio.comLinkedIn11-50 employeesfinancial services
Plans on this EIN
1 filing
#001401k-$3.6M - 28 part

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Retirement#001

PACIFIC WEALTH ADVISORS, LLC 401(K) PROFIT SHARING PLAN

401k

Assets$3.6M
Participants28
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Single plan on file. The full analytics live on the plan detail page - drill in to see them.

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001PACIFIC WEALTH ADVISORS, LLC 401(K) PROFIT SHARING PLAN401k$3.6M282024
Retirement plans
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