PACIFIC COAST BENEFITS INSURANCE SERVICES, LLC 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
4
Accounts w/ balance
7
Plan assets (EOY)
$1.8M
Net assets (EOY)
$1.8M
Plan health score
95
/ 100
Grade A
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
83
Vendor & structure
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PACIFIC COAST BENEFITS INSURANCE SERVICES, LLC.
Plan sponsor
Name
PACIFIC COAST BENEFITS INSURANCE SERVICES, LLC
EIN
26-4465846
Address
7600 MONTEREY ROAD, #140 · GILROY, CA · 95020
Phone
(408) 847-1000
Industry
Insurance Agencies & Brokerages· Finance & Insurancesee all
