Original filing (PDF)20250722111944NAL0003422656001

PACIFIC CREST WEALTH MANAGEMENT, INC.

Name: PACIFIC CREST WEALTH MANAGEMENT, INC. — PACIFIC CREST WEALTH MANAGEMENT 401(K) P/S PLAN, Form 5500 (2024)
Creator: PACIFIC CREST WEALTH MANAGEMENT, INC.

Form 5500-SF

FILING_RECEIVED

PACIFIC CREST WEALTH MANAGEMENT 401(K) P/S PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$282K

Net assets (EOY)

$282K

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (93rd percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PACIFIC CREST WEALTH MANAGEMENT, INC..

Plan sponsor

Name

PACIFIC CREST WEALTH MANAGEMENT, INC.

EIN

20-4987845

Address

450 W STATE ST SUITE 215 · EAGLE, ID · 83616

Phone

(208) 938-4197

Industry

Finance & Insurancesee all

Plan administrator