What public Form 5500 filings show about the Pacific Transfer LLC 401(k) plan — and how to find and check your own account.
Pacific Transfer LLC (EIN 80-0668703) reports PACIFIC TRANSFER LLC PROFIT SHARING PLAN on its most recent Form 5500, with $14.8M in plan assets across 91 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 Transfer LLC filing — schedules, fees, and providers.
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is EPIC Retirement Plan Services, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Pacific Transfer LLC 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): CW ASSOCIATES, MOSAIC PACIFIC INVESTMENT ADVISORS, RIVERSEDGE ADV RET SOLUTIONS, CHARLES SCHWAB & CO.
