Becky Boone signed Uplift Family Services d/b/a Pacific Clinics' 2022 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Uplift Family Services d/b/a Pacific Clinics' EIN is 94-2295953.
Download the official 2022 Form 5500 (PDF) for Uplift Family Services d/b/a Pacific Clinics from the U.S. Department of Labor's EFAST2 system.
Download the official 2022 Form 5500 (PDF)Uplift Family Services d/b/a Pacific Clinics' plan includes ERISA 404(c) participant direction, a 401(k) feature, a 403(b) annuity, automatic enrollment, a default investment (QDIA).
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $56K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NFP RETIREMENT, INC. | — | ALISO VIEGO, CA | INVESTMENT ADVISORY | $29K | — |
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.
| EMPOWER ADVISORY GROUP, LLC |
| — |
| GREENWOOD VILLAGE, CO |
| INVESTMENT MANAGEMENT |
| $7K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RSM US LLP | 42-0714325 | — | ACCOUNTANT | $17K | — |
