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Original filing (PDF)20251006184116NAL0002091939001
PASONA N A, INC.
Form 5500
FILING_RECEIVED
PASONA N A, INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
6 service providers
Active participants
193
Accounts w/ balance
167
Plan assets (EOY)
$9.9M
Net assets (EOY)
$9.9M
How this plan invests
This plan
9 pooled trusts
Schedule D
28 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Vendor stack
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PASONA N A, INC..
Plan sponsor
Name
PASONA N A, INC.
EIN
06-1321072
Address
21515 HAWTHORNE BLVD. SUITE 1100 · TORRANCE, CA · 90503
Phone
(424) 398-5555
Industry
Admin Support & Waste Mgmtsee 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
2025-10-06
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
WITHUM
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
6 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER LIFE & ANNUITY INSURANCE | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $19K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY | — | NEW YORK, NY | INVESTMENT ADVISOR | $20K | — |
Broker
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY SMITH BARNEY LLC | — | NEW YORK, NY | BROKER/ADVISER | $0 | — |
| MORGAN STANLEY INSURANCE SERVICES I | — | NEW YORK, NY | BROKER/ADVISER | $0 | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE BENEFIT PRACTICE | — | STAMFORD, CT | CONTRACT ADMIN | $417 | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $8K | — |
Investments
28 direct securities · 9 pooled funds· $9.7M(98% 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
$9.7M
28 holdings
Common Collective Trust
$0
9 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index - | — | — | — | $2.0M | 20.1% | |
| American Funds American Funds American Balanced R6 - | — | — | — | $905K | 9.2% | |
| Victory Capital Victory Nasdaq-100 Index R6 - | — | — | — | $726K | 7.3% | |
| American Funds American Funds 2045 Target Date Retire R6 - | — | — | — | $707K | 7.2% | |
| American Funds American Funds 2025 Target Date Retire R6 - | — | — | — | $617K | 6.2% | |
| American Funds American Funds 2035 Target Date Retire R6 - | — | — | — | $602K | 6.1% | |
| Fidelity Mid Cap Index - | — | — | — | $480K | 4.9% | |
| Fidelity International Index - | — | — | — | $453K | 4.6% | |
| American Funds American Funds New World R6 - | — | — | — | $355K | 3.6% | |
| Fidelity Small Cap Index - | — | — | — | $351K | 3.6% | |
| American Funds American Funds 2050 Target Date Retire R6 - | — | — | — | $322K | 3.3% | |
| American Funds American Funds 2055 Target Date Retire R6 - | — | — | — | $273K | 2.8% | |
| American Funds American Funds New Perspective R6 - | — | — | — | $263K | 2.7% | |
| American Funds American Funds 2040 Target Date Retire R6 - | — | — | — | $222K | 2.2% | |
| Allspring Core Plus Bond R6 - | — | — | — | $194K | 2.0% | |
| JPMorgan Large Cap Value R6 - | — | — | — | $182K | 1.8% | |
| American Funds American Funds 2060 Target Date Retire R6 - | — | — | — | $168K | 1.7% | |
| MFS Mid Cap Growth R6 - | — | — | — | $154K | 1.6% | |
| American Funds American Funds 2030 Target Date Retire R6 - | — | — | — | $154K | 1.6% | |
| Pimco Income - | — | — | — | $138K | 1.4% | |
| Janus Henderson Janus Henderson Triton N - | — | — | — | $133K | 1.4% | |
| Pimco Int Bond (Usd-Hedged) - | — | — | — | $77K | 0.8% | |
| DFA Global Real Estate Securities Portfolio - | — | — | — | $68K | 0.7% | |
| American Funds American Funds Inflation Linked Bond R6 - | — | — | — | $51K | 0.5% | |
| Fidelity Real Estate Index - | — | — | — | $30K | 0.3% | |
| MFS Mid Cap Value R6 - | — | — | — | $23K | 0.2% | |
| AllianceBernstein AB Discovery Value Z - | — | — | — | $20K | 0.2% | |
| American Funds American Funds 2065 Target Date Retire R6 - | — | — | — | $2K | <0.1% | |
| PUTNAM RETIREMENT ADVANTAGE 2045 V PUTNAM INVESTMENTS · EIN 26-1208510 / PN 259 | Common Collective Trust | — | — | $0 | <0.1% | |
| PUTNAM RETIREMENT ADVANTAGE 2055 V PUTNAM INVESTMENTS · EIN 27-3616920 / PN 275 | Common Collective Trust | — | — | $0 | <0.1% | |
| PUTNAM RETIREMENT ADVANTAGE 2040 V PUTNAM INVESTMENTS · EIN 26-1384398 / PN 260 | Common Collective Trust | — | — | $0 | <0.1% | |
| PUTNAM RETIREMENT ADVANTAGE 2025 V PUTNAM INVESTMENTS · EIN 26-1384344 / PN 263 | Common Collective Trust | — | — | $0 | <0.1% | |
| PUTNAM RETIREMENT ADVANTAGE TRST MA PUTNAM INVESTMENTS · EIN 26-0788428 / PN 268 | Common Collective Trust | — | — | $0 | <0.1% | |
| PUTNAM RETIREMENT ADVANTAGE 2035 V PUTNAM INVESTMENTS · EIN 26-0787945 / PN 261 | Common Collective Trust | — | — | $0 | <0.1% | |
| PUTNAM RETIREMENT ADVANTAGE 2030 V PUTNAM INVESTMENTS · EIN 26-0788040 / PN 262 | Common Collective Trust | — | — | $0 | <0.1% | |
| PUTNAM RETIREMENT ADVANTAGE TRST 20 PUTNAM INVESTMENTS · EIN 27-3616920 / PN 273 | Common Collective Trust | — | — | $0 | <0.1% | |
| PUTNAM RETIREMENT ADVANTAGE 2050 V PUTNAM INVESTMENTS · EIN 26-0787670 / PN 258 | Common Collective Trust | — | — | $0 | <0.1% |
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