Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
PACIFIC TAX AND COMPENSATION COUNSEL, A PROFESSIONAL CORPORATION
EIN 45-3057472Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
2
Retirement
2
$4.2M assets
Welfare
0
Participants
9
719 YARMOUTH ROAD #103 - PALOS VERDES ESTATES, CA 90274310-802-6335
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $4.2M assets / 9 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
PACIFIC TAX AND COMPENSATION COUNSEL 401(K) PLAN
401k
Assets$2.2M
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
PACIFIC TAX AND COMPENSATION COUNSEL, A PROFESSIONAL CORPORATION CASH BALANCE PENSION PLAN
CashBalance
Assets$1.9M
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | PACIFIC TAX AND COMPENSATION COUNSEL 401(K) PLAN | 401k | $2.2M | 6 | 2025 | |
| 003 | PACIFIC TAX AND COMPENSATION COUNSEL, A PROFESSIONAL CORPORATION CASH BALANCE PENSION PLAN | CashBalance | $1.9M | 3 | 2025 |
Retirement plans