Pacific Wealth

Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.

Plans served

Active participants

2,026

Total plan assets

$431.6M

Filings (rows)

Direct comp

$289K

Indirect comp

Aggregating 2 name variants under "PACIFIC WEALTH"

Click a variant to view it alone

PACIFIC WEALTH ADVISORS4 PACIFIC WEALTH ADVISORS DBA PACIFIC3

SERVICES PROVIDED

Investment manager4

Advisor / Consultant3

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Homestreet, Inc. Homestreet, Inc. 401(k) Savings Plan · all filings	SEATTLE, WA	Investment manager	885	$165.8M	$40K	$0
International Association of Plumbing & Mechanical Officials International Association of Plumbing & Mechanical Officials 401(k) Plan · all filings	ONTARIO, CA	Advisor / Consultant	245	$84.6M	$72K	$0
International Association of Plumbing & Mechanical Officials International Association of Plumbing & Mechanical Officials 401(k) Plan · all filings	ONTARIO, CA	Advisor / Consultant	231	$76.2M	$52K	$0
International Association of Plumbing & Mechanical Officials International Association of Plumbing & Mechanical Officials 401(k) Plan · all filings	ONTARIO, CA	Advisor / Consultant	220	$62.6M	$17K	$0
Trustees, Alaska Pipe Trades Assoc U.A. Local No. 375 Health & SEC TR Alaska Pipe Trades Association - U.A. Local No. 375 Health and Security Trust Fund · all filings	PORTLAND, OR	Investment manager	316	$18.4M	$90K	$0
Penrith Home Loans LLC Penrith Home Loans LLC 401(k) Savings Plan · all filings	SEATTLE, WA	Investment manager	77	$12.3M	$7K	$0
Penrith Home Loans LLC Penrith Home Loans LLC 401(k) Savings Plan · all filings	SEATTLE, WA	Investment manager	52	$11.8M	$12K	$0