· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
PACIFIC WEST INDUSTRIES, INC. — PACIFIC WEST INDUSTRIES, INC. 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20251010180105NAL0004845283001
PACIFIC WEST INDUSTRIES, INC.
Form 5500-SF
FILING_RECEIVED
PACIFIC WEST INDUSTRIES, INC. 401(K) PLAN
401(k) retirement plan
Active participants
41
Accounts w/ balance
54
Plan assets (EOY)
$2.7M
Net assets (EOY)
$2.7M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
PACIFIC WEST INDUSTRIES, INC.
.
Find decision makers
Plan sponsor
Name
PACIFIC WEST INDUSTRIES, INC.
EIN
20-3153678
Address
1912 W BUSINESS CENTER DR · ORANGE, CA · 928677906
Phone
(714) 630-4440
Industry
Plumbing, Heating, AC Contractors
· Construction
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-10
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
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Plumbing, Heating, AC Contractors plans
FREEDOM FIRE PROTECTION, LLC
FREEDOM FIRE PROTECTION 401(K) RETIREMENT SAVINGS PLAN
$2.7M · 36 participants
RAYBORN'S PLUMBING, INC.
RAYBORN'S PLUMBING, INC., 401(K) PROFIT SHARING PLAN AND TRUST
$2.7M · 25 participants
GUARDIAN PLUMBING & HEATING
GUARDIAN PLUMBING & HEATING 401(K) PROFIT SHARING PLAN AND TRUST
$2.7M · 17 participants
THOMAS E. CLARK, INC.
THOMAS E. CLARK, INC. EMPLOYEES' 401(K) PLAN
$2.6M · 18 participants
OLD THINGS NEW INC
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
OLD THINGS NEW INC 401(K) PROFIT SHARING PLAN & TRUST
$2.6M · 40 participants
FISCHER PLUMBING, INC.
FISCHER PLUMBING, INC. 401(K) PROFIT SHARING PLAN
$2.6M · 32 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B
