John Hart signed Pacific Realty Associates, L.P.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Pacific Realty Associates, L.P.'s EIN is 13-3173299.
Download the official 2024 Form 5500 (PDF) for Pacific Realty Associates, L.P. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Pacific Realty Associates, L.P.'s plan includes profit-sharing.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JAMES MARTIN CONSULTING | 53-2484006 | — | NONE | $108K | — |
| U.S. BANK TRUST COMPANY | 31-0841368 | — | NONE | $12K | — |
| MILLIMAN, INC | 91-0675641 | — | NONE | $10K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Smead Funds Smead Value Fund Class I1 | Other securities | — | $3.0M | $4.3M | 8.4% | |
| JP Morgan Funds JP Morgan Funds Large Cap Growth Fund | Other securities | — | $2.5M | $3.0M | 6.0% | |
| Dodge & Cox Funds Dodge & Cox Income I | Mutual Funds | — | $2.9M | $2.9M | 5.8% | |
| Dodge & Cox Funds Dodge & Cox Stock Fund | Mutual Funds | — | $2.3M | $2.6M | 5.1% | |
| Oakmark Institutional | Other securities | — | $2.4M | $2.5M | 5.1% | |
| Eaton Vance Eaton Vance Atlanta Capital SMID-Cap | Other securities | — | $2.2M | $2.2M | 4.3% | |
| Fund Clas Manning & Napier Manning & Napier High Yield Bond I | Other securities | — | $2.0M | $2.1M | 4.1% | |
| Calamos Wealth Management Calamos Market Neutral Income Fund | Other securities | — | $2.0M | $2.1M | 4.1% | |
| LLC Institutional Class Undiscovered Managers Undiscovered Managers Behavioral Value | Other securities | — | $1.6M | $1.9M | 3.8% | |
| Fund Virtus Investment Partners Virtus KAR Mid-Cap Core I | Other securities | — | $1.9M | $1.9M | 3.8% | |
| Columbia Seligman Technology and | Other securities | — | $1.9M | $1.8M | 3.7% | |
| Information BlackRock iShares Currency Hedge | Other securities | — | $1.8M | $1.8M | 3.6% | |
| Carillon Tower Advisers Carillon Reams Core Plus Bond Fund | Other securities | — | $1.8M | $1.8M | 3.6% | |
| GQG Partners LLC GQG Partners Emerging Markets Equity | Other securities | — | $1.5M | $1.8M | 3.5% | |
| Fund Congress Small Cap Growth Institutional | Other securities | — | $1.6M | $1.7M | 3.4% | |
| Rimrock Capital Limited Partnership | Other securities | — | $1.3M | $1.7M | 3.3% | |
| Management, LLC William Blair & Company William Blair Large Cap Growth Fund I | Common Stocks | — | $1.2M | $1.5M | 3.0% | |
| Hood River Hood River Small Cap Growth | Other securities | — | $1.4M | $1.4M | 2.8% | |
| Artisan Funds Artisan International Value Fund | Other securities | — | $1.3M | $1.4M | 2.8% | |
| Victory Capital Victory Sycamore Established Value I | Other securities | — | $1.3M | $1.3M | 2.6% | |
| Columbia Management Columbia Dividend Income Fund | Other securities | — | $890K | $978K | 1.9% | |
| Investment Advisers Institutional 2 Hartford International V | Other securities | — | $996K | $926K | 1.8% | |
| Brandes Small Cap Value Fund Class I | Other securities | — | $815K | $786K | 1.6% | |
| Baird Asset Management Baird Chautauqua International Growth | Other securities | — | $619K | $703K | 1.4% | |
| Fund John Hancock John Hancock Funds Disciplined Value | Other securities | — | $721K | $663K | 1.3% | |
| Thompson IM Funds Inc. Thompson Bond Fund | Common Stocks | — | $623K | $636K | 1.3% | |
| WCM Investment Management WCM Focused International Growth Fund | Other securities | — | $607K | $582K | 1.2% | |
| Institutional Shares Permanent Portfolio Family of Permanent Portfolio Versatile Bond I | Other securities | — | $391K | $406K | 0.8% | |
| Funds Lord Abbett Lord Abbett Short Duration Income I Fund | Mutual Funds | — | $369K | $370K | 0.7% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
