Wendi Newton signed Pacific Consolidated Industries, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Pacific Consolidated Industries, LLC's EIN is 20-0180043.
Download the official 2024 Form 5500 (PDF) for Pacific Consolidated Industries, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Pacific Consolidated Industries, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INS CO OF AMERICA | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $14K | — |
| ASCENSUS HOLDINGS INC DBA FUTUREPLA | — | SAN DIEGO, CA | CONTRACT ADMIN | $4K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $2K | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| MYWAYRETIREMENT LARGE CAP GROWTH FD GREAT GRAY · EIN 38-4139869 / PN 647 | Common Collective Trust | — | — | $1.6M | 13.9% | |
| Raymond James My Way Retirement - 2045 R5 Collective Trust | Common Collective Trusts | — | — | $775K | 6.8% | |
| MYWAYRETIREMENT INDEX 2045 R GREAT GRAY · EIN 38-4065301 / PN 000 | Common Collective Trust | — | — | $775K | 6.8% | |
| Raymond James My Way Retirement - 2030 R5 Collective Trust | Common Collective Trusts | — | — | $750K | 6.6% | |
| MYWAYRETIREMENT INDEX 2030 R GREAT GRAY · EIN 38-4065294 / PN 000 | Common Collective Trust | — | — | $750K | 6.6% | |
| BLACKROCK EQUITY INDEX 1 GREAT GRAY · EIN 20-3802168 / PN 001 | Common Collective Trust | — | — | $654K | 5.8% | |
| Raymond James My Way Retirement - 2050 R5 Collective Trust | Common Collective Trusts | — | — | $575K | 5.1% | |
| MYWAYRETIREMENT INDEX 2050 R GREAT GRAY · EIN 38-4065307 / PN 000 | Common Collective Trust | — | — | $575K | 5.1% | |
| MYWAYRETIREMENT LARGE CAP VALUE FD GREAT GRAY · EIN 38-7264527 / PN 000 | Common Collective Trust | — | — | $506K | 4.5% | |
| Raymond James My Way Retirement - 2040 R5 Collective Trust | Common Collective Trusts | — | — | $489K | 4.3% | |
| MYWAYRETIREMENT INDEX 2040 R GREAT GRAY · EIN 38-4065295 / PN 000 | Common Collective Trust | — | — | $489K | 4.3% | |
| MYWAYRETIREMENT INDEX RETIREMENT R GREAT GRAY · EIN 38-4065298 / PN 000 | Common Collective Trust | — | — | $436K | 3.8% | |
| MYWAYRETIREMENT MID CAP VALUE FUND GREAT GRAY · EIN 38-7264528 / PN 691 | Common Collective Trust | — | — | $434K | 3.8% | |
| General Account * Empower Investments Fixed Series Class I Fixed Annuity | Other securities | — | — | $403K | 3.5% | |
| Raymond James My Way Retirement - 2035 R5 Collective Trust | Common Collective Trusts | — | — | $401K | 3.5% | |
| MYWAYRETIREMENT INDEX 2035 R GREAT GRAY · EIN 38-4065300 / PN 000 | Common Collective Trust | — | — | $401K | 3.5% | |
| MYWAYRETIREMENT INTL VALUE FUND RJ GREAT GRAY · EIN 38-4126285 / PN 589 | Common Collective Trust | — | — | $385K | 3.4% | |
| MYWAYRETIREMENT MID CAP GROWTH FUND GREAT GRAY · EIN 38-4139870 / PN 648 | Common Collective Trust | — | — | $384K | 3.4% | |
| Raymond James My Way Retirement Mlti-Sec Bond Collective Trust | Common Collective Trusts | — | — | $359K | 3.2% | |
| MYWAYRETIREMENT MULTI-SECTOR BOND F GREAT GRAY · EIN 38-4139871 / PN 649 | Common Collective Trust | — | — | $359K | 3.2% | |
| Raymond James My Way Retirement Emerg Mkt Fund Collective Trust | Common Collective Trusts | — | — | $358K | 3.1% | |
| MYWAYRETIREMENT EMERGING MARKETS FD GREAT GRAY · EIN 38-7264529 / PN 692 | Common Collective Trust | — | — | $358K | 3.1% | |
| Participant Loans Interest rates equal 5.25% to 10.50% | Bonds / Notes | — | — | $318K | 2.8% | |
| BLACKROCK EAFE EQUITY INDEX FEE CI GREAT GRAY · EIN 20-3802495 / PN 007 | Common Collective Trust | — | — | $300K | 2.6% | |
| MYWAYRETIREMENT SMALL CAP VALUE FD GREAT GRAY · EIN 85-3975085 / PN 651 | Common Collective Trust | — | — | $298K | 2.6% | |
| BLACKROCK U.S. DEBT INDEX 1 GREAT GRAY · EIN 20-3802445 / PN 010 | Common Collective Trust | — | — | $285K | 2.5% | |
| BLACKROCK RUSSELL 2000 INDEX FUND R GREAT GRAY · EIN 20-3802587 / PN 004 | Common Collective Trust | — | — | $278K | 2.4% | |
| Raymond James My Way Retirement - 2060 R5 Collective Trust | Common Collective Trusts | — | — | $259K | 2.3% | |
| MYWAYRETIREMENT INDEX 2060 R GREAT GRAY · EIN 38-4065297 / PN 000 | Common Collective Trust | — | — | $259K | 2.3% | |
| MYWAYRETIREMENT SMALL CAP GROWTH FD GREAT GRAY · EIN 83-3963451 / PN 650 | Common Collective Trust | — | — | $222K | 2.0% | |
| BLACKROCK MID CAP EQUITY INDEX FUND GREAT GRAY · EIN 20-3802327 / PN 000 | Common Collective Trust | — | — | $218K | 1.9% | |
| Raymond James My Way Retirement Int'l Growth Collective Trust | Common Collective Trusts | — | — | $201K | 1.8% | |
| MYWAYRETIREMENT INTERNATIONAL GROWT GREAT GRAY · EIN 38-4139868 / PN 000 | Common Collective Trust | — | — | $201K | 1.8% | |
| Raymond James My Way Retirement - 2055 R5 Collective Trust | Common Collective Trusts | — | — | $162K | 1.4% | |
| MYWAYRETIREMENT INDEX 2055 R GREAT GRAY · EIN 38-4065302 / PN 000 | Common Collective Trust | — | — | $162K | 1.4% | |
| MYWAYRETIREMENT BALANCED FUND CL R GREAT GRAY · EIN 38-4139866 / PN 000 | Common Collective Trust | — | — | $132K | 1.2% | |
| MYWAYRETIREMENT CORE BOND FUND CL R GREAT GRAY · EIN 38-4139867 / PN 645 | Common Collective Trust | — | — | $116K | 1.0% | |
| MYWAYRETIREMENT COMMODITIES FUND CL GREAT GRAY · EIN 38-7264532 / PN 695 | Common Collective Trust | — | — | $32K | 0.3% | |
| BLACKROCK U.S. TIPS INDEX 1 BLACKROCK FUNDS - COLLECTIVE TRUSTS · EIN 38-4116835 / PN 510 | Common Collective Trust | — | — | $29K | 0.3% | |
| MYWAYRETIREMENT INDEX 2065 R GREAT GRAY · EIN 38-4139859 / PN 000 | Common Collective Trust | — | — | $27K | 0.2% | |
| Raymond James My Way Retirement - 2065 R5 Collective Trust | Common Collective Trusts | — | — | $27K | 0.2% | |
| BNYM MELLON NSL AGGREGATE BOND INST BNY MELLON COLLECTIVE TRUST · EIN 25-6078093 / PN 219 | Common Collective Trust | — | — | $0 | <0.1% | |
| MYWAYRETIREMENT INDEX 2025 R GREAT GRAY · EIN 38-4065299 / PN 000 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RAYMOND JAMES | — | ST PETERSBURG, FL | INVESTMENT ADVISOR | $37K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MICHAEL J CONKEY & ASSOCIATES | — | NEWPORT BEACH, CA | AUDITOR | $254 | — |
