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PACIFIC BENEFIT SERVICES, INC. — PACIFIC BENEFIT SERVICES 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20251006124845NAL0006097408001
PACIFIC BENEFIT SERVICES, INC.
Form 5500-SF
FILING_RECEIVED
PACIFIC BENEFIT SERVICES 401(K) PLAN
401(k) retirement plan
Active participants
8
Accounts w/ balance
9
Plan assets (EOY)
$2.6M
Net assets (EOY)
$2.6M
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 BENEFIT SERVICES, INC.
.
Find decision makers
Plan sponsor
Name
PACIFIC BENEFIT SERVICES, INC.
EIN
95-4746986
Address
14011 VENTURA BLVD., SUITE 222 · SHERMAN OAKS, CA · 91423
Phone
(818) 906-7048
Industry
All Other Professional Services
· Professional & Technical 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
2025-10-06
Pension benefit codes
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
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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Helping the score
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