What public Form 5500 filings show about the Pacific Charter Institute 401(k) plan — and how to find and check your own account.
Pacific Charter Institute (EIN 16-1727094) reports PACIFIC CHARTER INSTITUTE 401K PROFIT SHARING PLAN on its most recent Form 5500, with $10.2M in plan assets across 321 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 Pacific Charter Institute filing — schedules, fees, and providers.
Pacific Charter Institute’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 Pacific Charter InstituteHR for the recordkeeper’s name and login.
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): STANDARD, ASSOCIATED PENSION CONSULTANTS, CAPITAL REGION FINANCIAL GROUP.
