How big is Pacific Portfolio Consulting, LLC's plan?

Pacific Portfolio Consulting, LLC's plan reported $3.6M in assets and 18 participants for 2024.

Original filing (PDF)20251008154607NAL0013778962001

Pacific Portfolio Consulting, LLC

Name: Pacific Portfolio Consulting, LLC — Pacific Wealth, Form 5500 (2024)
Creator: Pacific Portfolio Consulting, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Pacific Wealth Advisors, LLC 401(k) Profit Sharing Plan

401(k) retirement plan · Pacific Portfolio Consulting, LLC's Pacific Wealth Advisors, LLC 401(k) Profit Sharing Plan held $3.6M in plan assets for 18 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.6M

Net assets (EOY)

$3.6M

People on this filing

LISA Cook signed Pacific Portfolio Consulting, LLC's 2024 Form 5500 as plan administrator.

LISA Cook — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Pacific Portfolio Consulting, LLC's EIN is 20-4049073.

EIN 20-4049073

Plan number 001

Plan year 2024

ACK ID 20251008154607NAL0013778962001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Pacific Portfolio Consulting, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Pacific Portfolio Consulting, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PACIFIC PORTFOLIO CONSULTING, LLC.

Finding similar companies…

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score