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PACIFIC PENSION & INV INSTITUTE — Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250220182914NAL0005382481001
PACIFIC PENSION & INV INSTITUTE
Form 5500-SF
FILING_RECEIVED
PACIFIC PENSION & INV INSTITUTE
403(b) retirement plan
Active participants
8
Accounts w/ balance
13
Plan assets (EOY)
$3.5M
Net assets (EOY)
$3.5M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
PACIFIC PENSION & INV INSTITUTE
.
Find decision makers
Plan sponsor
Name
PACIFIC PENSION & INV INSTITUTE
EIN
94-3264631
Address
95 THIRD STREET, 2ND FLOOR · SAN FRANCISCO, CA · 94103
Phone
(415) 576-1187
Industry
Educational Services
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-02-20
Pension benefit codes
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2R · Participant-directed brokerage (SDBA)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providers
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100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
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Large plans in California
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$188.1B
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$88.3B
