What public Form 5500 filings show about the Pacific Crest Planning, Inc. 401(k) plan — and how to find and check your own account.
Pacific Crest Planning, Inc. (EIN 20-4906307) reports PCP 401(K) PLAN on its most recent Form 5500, with $1.2M in plan assets across 9 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 Crest Planning, Inc. filing — schedules, fees, and providers.
Pacific Crest Planning, Inc.’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 Crest Planning, Inc.HR for the recordkeeper’s name and login.
