PACIFIC FINANCIAL STRATEGIES, INC. 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Signals · 1
High average account balance
Active participants
5
Accounts w/ balance
4
Plan assets (EOY)
$2.1M
Net assets (EOY)
$2.1M
Plan health score
87
/ 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
55
Vendor & structure
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PACIFIC FINANCIAL STRATEGIES, INC..
Plan sponsor
Name
PACIFIC FINANCIAL STRATEGIES, INC.
EIN
48-1262261
Address
223 E. THOUSAND OAKS BLVD., SUITE 4 · THOUSAND OAKS, CA · 91360
