Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
PACIFIC BRIDGE ADVISORS
EIN 81-5184097management consultingLatest filing 2024
Plans
2
Retirement
2
$953K assets
Welfare
0
Participants
35
12411 S 265 W STE F - DRAPER, UT 84020801-875-2881pacificbridgead.comLinkedIn1-10 employeesmanagement consulting
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $953K assets / 35 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#002
PACIFIC BRIDGE ADVISORS CASH BALANCE PENSION PLAN
CashBalance
Assets$518K
Participants13
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
PACIFIC BRIDGE ADVISORS 401(K) PROFIT SHARING PLAN
401k
Assets$435K
Participants22
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | PACIFIC BRIDGE ADVISORS CASH BALANCE PENSION PLAN | CashBalance | $518K | 13 | 2024 | |
| 001 | PACIFIC BRIDGE ADVISORS 401(K) PROFIT SHARING PLAN | 401k | $435K | 22 | 2024 |
Retirement plans