Original filing (PDF)20250703080115NAL0000844962001

PACIFIC HEIGHTS ASSET MGM

Name: PACIFIC HEIGHTS ASSET MGM — PACIFIC HEIGHTS ASSET MANAGEME 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024)
Creator: PACIFIC HEIGHTS ASSET MGM

Form 5500-SF

FILING_RECEIVED

PACIFIC HEIGHTS ASSET MANAGEME 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.9M

Net assets (EOY)

$5.9M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PACIFIC HEIGHTS ASSET MGM.

Plan sponsor

Name

PACIFIC HEIGHTS ASSET MGM

EIN

43-1982007

Address

600 MONTGOMERY ST STE 4100 · SAN FRANCISCO, CA · 941112816

Phone

(415) 398-8098

Industry

Finance & Insurancesee all

Plan administrator

Name

ERISA FIDUCIARY SERVICES, INC.

EIN

47-1637791

City

HAUPPAUGE, NY

Phone

(631) 249-0500

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-03

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

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