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THE PACIFIC CENTER FOR FINANCIAL SERVICES — THE PACIFIC CENTER FOR FINANCIAL SERVICES CASH BALANCE PLAN, Form 5500 (2023) | Form 5500 Search
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Original filing (PDF)
20251110172334NAL0003979489001
THE PACIFIC CENTER FOR FINANCIAL SERVICES
Form 5500-SF
FILING_RECEIVED
THE PACIFIC CENTER FOR FINANCIAL SERVICES CASH BALANCE PLAN
Defined-benefit pension plan
Signals · 1
Late filing · 5.8 mo
Active participants
4
Accounts w/ balance
9
Plan assets (EOY)
$3.6M
Net assets (EOY)
$3.6M
Plan health score (directional)
82
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
77
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
THE PACIFIC CENTER FOR FINANCIAL SERVICES
.
Find decision makers
Plan sponsor
Name
THE PACIFIC CENTER FOR FINANCIAL SERVICES
EIN
94-3268102
Address
2000 CROW CANYON PLACE · SUITE 430 · SAN RAMON, CA · 94583
Phone
(925) 838-7700
Industry
Finance & Insurance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2023
Plan year begin
2023-07-01
Tax period
2024-06-30
Filed
2025-11-10
Pension benefit codes
1A · Pay-related DB formula
1C · Cash balance or similar hybrid DB
3D · Pre-approved plan (master / prototype / VS)
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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Knocking points off
Filed 5.8 months past the 10.5-month grace window.
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
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