Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
THE PACIFIC CENTER FOR FINANCIAL SERVICES
EIN 94-3268102financial servicesLatest filing 2025
Plans
2
Retirement
2
$12.7M assets
Welfare
0
Participants
19
2000 CROW CANYON PLACE, SUITE 430 - SAN RAMON, CA 94583925-838-7700pcfsonline.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $12.7M assets / 19 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
THE PACIFIC CENTER FOR FINANCIAL SERVICES 401(K) PLAN
401k
Assets$8.6M
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
THE PACIFIC CENTER FOR FINANCIAL SERVICES CASH BALANCE PLAN
CashBalance
Assets$4.1M
Participants9
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 | THE PACIFIC CENTER FOR FINANCIAL SERVICES 401(K) PLAN | 401k | $8.6M | 10 | 2025 | |
| 002 | THE PACIFIC CENTER FOR FINANCIAL SERVICES CASH BALANCE PLAN | CashBalance | $4.1M | 9 | 2025 |
Retirement plans