Sponsor portfolio

PACTOLUS PRIVATE WEALTH MANAGEME

EIN 27-3438661investment managementLatest filing 2025

Plans

Retirement

$2.3M assets

Welfare

Participants

8614 WESTWOOD CENTER DRIVE, SUITE 620 - VIENNA, VA 22182571-266-0595pactolus.comLinkedIn11-50 employeesinvestment management

Plans on this EIN

1 filing

#001401k-$2.3M - 17 part

Plan deep-dives

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Retirement#001

PACTOLUS PRIVATE WEALTH MANAGEMENT 401(K) PLAN

401k

Assets$2.3M

Participants17

Inside the deep dive

Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers

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Retirement plans1

Plan #	Name	Type	Assets	Participants	Latest year
001	PACTOLUS PRIVATE WEALTH MANAGEMENT 401(K) PLAN	401k	$2.3M	17	2025

Retirement plans