Lorrianne Redlew signed Pacific Transfer LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Pacific Transfer LLC's EIN is 80-0668703.
Download the official 2024 Form 5500 (PDF) for Pacific Transfer LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Pacific Transfer LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EPIC RETIREMENT PLAN SERVICES | 16-1450952 | — | NONE | $10K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MOSAIC PACIFIC INVESTMENT ADVISORS | 46-3499420 | — | NONE | $39K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RIVERSEDGE ADV RET SOLUTIONS, LLC | 27-1155910 | — | NONE | $9K | — |
| CW ASSOCIATES | 26-1659234 | — | NONE | $5K | — |
| CHARLES SCHWAB & CO., INC | 94-1737782 | — | NONE | $0 | — |
