Pacific Crest Wealth Management, Inc.

Jason Martinez signed Pacific Crest Wealth Management, Inc.'s 2024 Form 5500 as plan administrator.

• Jason Martinez — Plan Administrator — Form 5500 signer

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

Pacific Crest Wealth Management, Inc.'s EIN is 20-4987845.

Download the official 2024 Form 5500 (PDF) for Pacific Crest Wealth Management, Inc. from the U.S. Department of Labor's EFAST2 system.

Pacific Crest Wealth Management, Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).