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PACIFIC WEALTH STRATEGISTS INC.

EIN 46-2156248-investment management-Latest filing 2024
Plans
1
Retirement
1
$1.2M assets
Welfare
0
Participants
3
1177 IDAHO STREET, SUITE 203 - REDLANDS, CA 92374909-748-5658pacificwealthstrategists.comLinkedIn1-10 employeesinvestment management
Plans on this EIN
1 filing
#001401k-$1.2M - 3 part

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Retirement#001

PACIFIC WEALTH STRATEGISTS, INC. 401(K) PROFIT SHARING PLAN AND TRUST

401k

Assets$1.2M
Participants3
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001PACIFIC WEALTH STRATEGISTS, INC. 401(K) PROFIT SHARING PLAN AND TRUST401k$1.2M32024
Retirement plans
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