Original filing (PDF)20251010103725NAL0007961873001

PACIFIC BIOSCIENCES OF CALIFORNIA, INC.

Name: PACIFIC BIOSCIENCES OF CALIFORNIA, INC. — PACIFIC BIOSCIENCES OF CALIFORNIA, INC. 401(K) PLAN, Form 5500 (2024)
Creator: PACIFIC BIOSCIENCES OF CALIFORNIA, INC.

Form 5500

FILING_RECEIVED

PACIFIC BIOSCIENCES OF CALIFORNIA, INC. 401(K) PLAN

401(k) retirement plan

Active participants

481

Accounts w/ balance

617

Plan assets (EOY)

$72.7M

Net assets (EOY)

$72.7M

How this plan invests

This plan

17 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

/ 100

Grade B

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PACIFIC BIOSCIENCES OF CALIFORNIA, INC..

Plan sponsor

Name

PACIFIC BIOSCIENCES OF CALIFORNIA, INC.

EIN

16-1590339

Address

1305 O'BRIEN DRIVE · MENLO PARK, CA · 94025

Phone

(650) 521-8203

Industry

Manufacturingsee 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

2025-10-10

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

3F · Sponsor used leased employees

Audit & trust (Schedule H)

Service providers (Schedule C)

4 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
NEWPORT GROUP, INC.	27-2037969	—	RECORDKEEPER	$65K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
SAGEPOINT FINANCIAL, INC.	20-1741754	—	ADVISOR	$10K	—
OSAIC WEALTH, INC.	—

Investments

17 direct securities· $72.7M(100% of reported assets)

Other securities

$68.9M

16 holdings

Cash / Money Market

$3.8M

1 holding

					% of plan
Vanguard Total Stock Market Index Fund Mutual Fund	Other securities	—	—	$14.9M	20.5%
Vanguard Information Technology Index Fund Mutual Fund	Other securities	—	—	$9.7M	13.3%
Vanguard LifeStrategy Income Fund Mutual Fund	Other securities	—	—	$9.6M	13.2%
Vanguard LifeStrategy Growth Fund Mutual Fund	Other securities	—	—	$8.4M	11.6%
MFS Growth Fund Mutual Fund	Other securities	—	—	$5.5M	7.6%
MFS International Intrinsic Value Fund Mutual Fund	Other securities	—	—	$3.8M	5.3%
Vanguard Federal Money Market Fund Mutual Fund	Cash / Money Market	—	—	$3.8M	5.2%
Vanguard Small Cap Value Index Fund Mutual Fund	Other securities	—	—	$3.2M	4.4%
Invesco Discovery Fund Mutual Fund	Other securities	—	—	$2.9M	4.0%
Columbia Mid Cap Index Fund Mutual Fund	Other securities	—	—	$2.8M	3.8%
Vanguard High-Yield Corporate Fund Mutual Fund	Other securities	—	—	$1.9M	2.7%
Vanguard LifeStrategy Moderate Growth Fund Mutual Fund	Other securities	—	—	$1.8M	2.5%
Vanguard LifeStrategy Conservative Growth Fund Mutual Fund	Other securities	—	—	$1.7M	2.4%
Fidelity US Bond Index Mutual Fund	Other securities	—	—	$927K	1.3%
American Century Short Duration Fund Mutual Fund	Other securities	—	—	$883K	1.2%
Baird Core Plus Bond Institution Mutual Fund	Other securities	—	—	$571K	0.8%
maturities through January 2038	Other securities	—	—	$330K	0.5%