How big is Pacific Crest Wealth Planning's plan?

Pacific Crest Wealth Planning's plan reported $924K in assets and 1 participants for 2024.

Original filing (PDF)20250723173653NAL0009404306001

Pacific Crest Wealth Planning

Name: Pacific Crest Wealth Planning — Pacific Crest Wealth, Form 5500 (2024)
Creator: Pacific Crest Wealth Planning
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Pacific Crest Wealth Planning 401(k) Plan

401(k) retirement plan · Pacific Crest Wealth Planning's Pacific Crest Wealth Planning 401(k) Plan held $924K in plan assets for 1 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$924K

Net assets (EOY)

$924K

People on this filing

William Austin signed Pacific Crest Wealth Planning's 2024 Form 5500 as plan administrator.

William Austin — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Pacific Crest Wealth Planning's EIN is 81-2623789.

EIN 81-2623789

Plan number 001

Plan year 2024

ACK ID 20250723173653NAL0009404306001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Pacific Crest Wealth Planning from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Pacific Crest Wealth Planning's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

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

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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 (100th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Plan sponsor

Name

PACIFIC CREST WEALTH PLANNING

EIN

all filings

Address

11209 BROCKWAY ROAD, STE. C203 · TRUCKEE, CA · 96161

Phone

(530) 563-5250

Industry

CPA Offices· Professional & Technical Services

Plan administrator