How big is Pacific Equities West, LLC's plan?

Pacific Equities West, LLC's plan reported $116K in assets and 22 participants for 2025.

Original filing (PDF)20260427221238NAL0005081763068

Pacific Equities West, LLC

Name: Pacific Equities West, LLC — Pacific Equities West, Form 5500 (2025)
Creator: Pacific Equities West, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Pacific Equities West, LLC 401(k) Plan

401(k) retirement plan · Pacific Equities West, LLC's Pacific Equities West, LLC 401(k) Plan held $116K in plan assets for 22 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$116K

Net assets (EOY)

$116K

Plan identifiers

Pacific Equities West, LLC's EIN is 94-3390328.

EIN 94-3390328

Plan number 001

Plan year 2025

ACK ID 20260427221238NAL0005081763068

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Pacific Equities West, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Pacific Equities West, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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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 (90th percentile).

Plan sponsor

Name

PACIFIC EQUITIES WEST, LLC

EIN

all filings

Address

1353 BUSH STREET · STE 112 · SAN FRANCISCO, CA · 94109

Phone

(415) 683-9317

Industry

Real Estate

Plan administrator