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Company:
Pacific West Management
Plan:
The Pacific West Management Retirement Savings Plan
 

Pacific West Management

57 Plan: The Pacific West Management Retirement Savings Plan

 
 
57
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58
85
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For the average 401k participant, the 28 point difference between this plan's BrightScope Rating (57) and the top rated plan (85) could equate to:
[How is this calculated?]
14 additional years of work
Up to $133,600 in lost retirement savings.
The delay in retirement calculations apply solely to this defined contribution plan and do not take into account other retirement plans and programs offered by this employer.

 

Retirement Plan Description

The Pacific West Management Retirement Savings Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 57. This plan is in the top 15% of plans for Investment Menu Quality. The Pacific West Management Retirement Savings Plan currently has over 100 active participants and over $1.7M in plan assets.

 

 Retirement Plan Details

Address 15771 Rockfield Blvd Ste 200
Irvine, CA 92618-2848 
Industry Real Estate and Rental and Leasing
Administrator Shelly Covington
Net Plan Assets $1,740,000
Total Participants 130
Avg Account Balance $13,000

 Compare Other Companies in Peer Group

Dial Equities 59.7
Fiore Companies 59.5
Irwin Rose & Co. 58.1
Lang Management Company 57.4
LumaCorp 56.6
Ray Stone 53.3

 Top 3 Funds in this 401k

1. Principal SmallCap Blend 18%
2. Principal MidCap Blend 12%
3. Principal Diversified International 10%

  Plan Service Providers

Auditor Haynie & Company
Administration Principal Financial Group
Insurance Carrier Principal Financial Group
Insurance Advisor/Broker Union Bank
Insurance Advisor/Broker Joseph Louis Cannava

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