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Original filing (PDF)20250905135343NAL0035743634001
PACIFIC RIM MECHANICAL CONTRACTORS, INC.
Form 5500
FILING_RECEIVED
PACIFIC RIM MECHANICAL CONTRACTORS, INC. 401(K) PLAN
401(k) retirement plan
Active participants
794
Accounts w/ balance
1,106
Plan assets (EOY)
$80.3M
Net assets (EOY)
$80.3M
How this plan invests
This plan
3 pooled trusts
Schedule D
31 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
100
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- 27 bps in Schedule C fees — 68% above peer band of 16 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PACIFIC RIM MECHANICAL CONTRACTORS, INC..
Plan sponsor
Name
PACIFIC RIM MECHANICAL CONTRACTORS, INC.
EIN
03-0489033
Address
9125 REHCO ROAD · SAN DIEGO, CA · 92121
Phone
(858) 974-6500
Industry
Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-05
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
2S · Automatic enrollment
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
ALDRICH CPAS AND ADVISORS LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE CO OF AME | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $108K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING LLC | — | OVERLAND PARK, KS | INVESTMENT ADVISOR | $102K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ECONOMIC GROUP PENSION SERVICES | — | MOBILE, AL | CONTRACT ADMIN | $6K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ECONOMIC GROUP PENSION SERVICES | — | FRANKLIN SQUARE, NY | OTHER | $375 | — |
Investments
28 direct securities · 3 pooled funds· $80.3M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$77.5M
28 holdings
Common Collective Trust
$2.8M
3 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard 500 Index Admiral - | — | — | — | $7.8M | 9.7% | |
| Vanguard Target Retirement 2045 Inv - | — | — | — | $7.7M | 9.6% | |
| Vanguard Target Retirement 2035 Inv - | — | — | — | $6.1M | 7.6% | |
| Empower Annuity Insurance Select Guaranteed Fund**** - | — | — | — | $6.0M | 7.4% | |
| Vanguard Target Retirement 2030 Inv - | — | — | — | $5.6M | 7.0% | |
| Vanguard Target Retirement 2055 Inv - | — | — | — | $5.2M | 6.5% | |
| Vanguard Target Retirement 2040 Inv - | — | — | — | $5.2M | 6.5% | |
| Vanguard Target Retirement 2050 Inv - | — | — | — | $4.9M | 6.1% | |
| Vanguard Target Retirement 2025 Inv - | — | — | — | $4.3M | 5.4% | |
| JPMorgan Large Cap Growth R6 - | — | — | — | $3.1M | 3.9% | |
| Vanguard Target Retirement 2060 Inv - | — | — | — | $3.0M | 3.8% | |
| maturities ranging from January 2025 to - | — | — | — | $2.9M | 3.6% | |
| Vanguard Total Bond Market Index Admiral - | — | — | — | $2.4M | 3.0% | |
| PUTNAM LARGE CAP VALUE TRUST IA PUTNAM INVESTMENTS CIT · EIN 82-3639536 / PN 275 | Common Collective Trust | — | — | $2.0M | 2.5% | |
| Vanguard Small Cap Index Adm - | — | — | — | $1.5M | 1.9% | |
| American Funds Europacific GR R6 - | — | — | — | $1.4M | 1.8% | |
| Vanguard Target Retirement 2020 Inv - | — | — | — | $1.4M | 1.7% | |
| Goldman Sachs Mid Cap Growth R6 - | — | — | — | $1.2M | 1.5% | |
| Vanguard Mid Cap Index Fund - Admiral - | — | — | — | $1.2M | 1.5% | |
| Vanguard Total Intl Stock Index Admiral - | — | — | — | $1.1M | 1.3% | |
| Vanguard Target Retirement 2065 Inv - | — | — | — | $986K | 1.2% | |
| Empower Funds Multi-Sector Bond Inst - | — | — | — | $895K | 1.1% | |
| Vanguard Target Retirement Income Inv - | — | — | — | $825K | 1.0% | |
| Empower Funds Mid Cap Value Instl - | — | — | — | $812K | 1.0% | |
| PGIM TOTAL RETURN BOND FUND CIT CLA GREAT GRAY · EIN 38-4097323 / PN 471 | Common Collective Trust | — | — | $643K | 0.8% | |
| American Funds New World R6 - | — | — | — | $588K | 0.7% | |
| Vanguard Target Retirement 2070 Inv - | — | — | — | $410K | 0.5% | |
| Blackrock High Yield Bond Portfolio K - | — | — | — | $356K | 0.4% | |
| Principal Funds Smallcap Growth I R6 - | — | — | — | $309K | 0.4% | |
| FRANKLIN SMALL CAP VALUE GG TRUST C GREAT GRAY · EIN 38-4126289 / PN 594 | Common Collective Trust | — | — | $223K | 0.3% | |
| Invesco International Small-Mid Company R6 - | — | — | — | $186K | 0.2% |
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