Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
PACIFIC MANAGEMENT SERVICES, LLC
EIN 99-0352994Professional, Scientific, and Technical ServicesLatest filing 2024
Plans
2
Retirement
2
$1.9M assets
Welfare
0
Participants
53
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.9M assets / 53 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#003
PACIFIC MANAGEMENT SERVICES, LLC MULTIPLE EMPLOYER PROFIT SHARING AND 401(K) PLAN
401k
Assets$989K
Participants38
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004
PACIFIC MANAGEMENT SERVICES, LLC AFFILIATED EMPLOYER PROFIT SHARING AND 401(K) PLAN
401k
Assets$861K
Participants15
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | PACIFIC MANAGEMENT SERVICES, LLC MULTIPLE EMPLOYER PROFIT SHARING AND 401(K) PLAN | 401k | $989K | 38 | 2024 | |
| 004 | PACIFIC MANAGEMENT SERVICES, LLC AFFILIATED EMPLOYER PROFIT SHARING AND 401(K) PLAN | 401k | $861K | 15 | 2024 |
Retirement plans