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PACIFIC WEALTH MANAGEMENT, LLC

EIN 33-0910852-financial services-Latest filing 2025
Plans
1
Retirement
1
$3.8M assets
Welfare
0
Participants
7
11512 EL CAMINO REAL, SUITE 350 - SAN DIEGO, CA 92130858-509-2325pacwealth.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
1 filing
#001401k-$3.8M - 7 part

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Retirement#001

PACIFIC WEALTH MANAGEMENT, LLC 401(K) RETIREMENT SAVINGS PLAN

401k

Assets$3.8M
Participants7
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001PACIFIC WEALTH MANAGEMENT, LLC 401(K) RETIREMENT SAVINGS PLAN401k$3.8M72025
Retirement plans
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