Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
PACIFIC CREST WEALTH PLANNING
EIN 81-2623789Professional, Scientific, and Technical ServicesLatest filing 2024
Plans
2
Retirement
2
$1.7M assets
Welfare
0
Participants
4
11209 BROCKWAY ROAD, STE. C203 - TRUCKEE, CA 96161530-563-5250pacificcrestwp.comLinkedIn1-10 employees
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.7M assets / 4 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 CREST WEALTH PLANNING 401(K) PLAN
401k
Assets$924K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
PACIFIC CREST WEALTH PLANNING DEFINED BENEFIT PLAN
TraditionalDB
Assets$815K
Participants2
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 CREST WEALTH PLANNING 401(K) PLAN | 401k | $924K | 2 | 2024 | |
| 002 | PACIFIC CREST WEALTH PLANNING DEFINED BENEFIT PLAN | TraditionalDB | $815K | 2 | 2024 |
Retirement plans