What public Form 5500 filings show about the Bay Valley Mortgage Group DBA Pacific Bay Lending Group 401(k) plan — and how to find and check your own account.
Bay Valley Mortgage Group DBA Pacific Bay Lending Group (EIN 94-3169132) reports PBLG 401(K) PROFIT SHARING PLAN on its most recent Form 5500, with $1.9M in plan assets across 266 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full Bay Valley Mortgage Group DBA Pacific Bay Lending Group filing — schedules, fees, and providers.
Bay Valley Mortgage Group DBA Pacific Bay Lending Group’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask Bay Valley Mortgage Group DBA Pacific Bay Lending GroupHR for the recordkeeper’s name and login.
