How big is Pacific Pension & INV Institute's plan?

Pacific Pension & INV Institute's plan reported $3.5M in assets and 8 participants for 2024.

Original filing (PDF)20250220182914NAL0005382481001

Pacific Pension & INV Institute

Name: Pacific Pension & INV Institute — Form 5500 (2024)
Creator: Pacific Pension & INV Institute
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

403(b) retirement plan · Pacific Pension & INV Institute held $3.5M in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.5M

Net assets (EOY)

$3.5M

People on this filing

JING Carter signed Pacific Pension & INV Institute's 2024 Form 5500 as plan administrator.

JING Carter — 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 Pension & INV Institute's EIN is 94-3264631.

EIN 94-3264631

Plan number 002

Plan year 2024

ACK ID 20250220182914NAL0005382481001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Pacific Pension & INV Institute from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Pacific Pension & INV Institute's plan includes a 403(b) annuity, a self-directed brokerage window.

Decision-maker contacts

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

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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 account-holder ratio — balance-holders per active participant in the top 15% of peers (87th percentile).

Plan sponsor

Name

PACIFIC PENSION & INV INSTITUTE

EIN

all filings

Address

95 THIRD STREET, 2ND FLOOR · SAN FRANCISCO, CA · 94103

Phone

(415) 576-1187

Industry

Educational Services

Plan administrator