How big is Panco Operations LLC's plan?

Panco Operations LLC's plan reported $13.0M in assets and 249 participants for 2024.

Original filing (PDF)20251010133308NAL0018698178001

Panco Operations LLC

Name: Panco Operations LLC — Panco Operations, LLC 401(k), Form 5500 (2024)
Creator: Panco Operations LLC
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Panco Operations, LLC 401(k) Plan

401(k) retirement plan · Panco Operations LLC's Panco Operations, LLC 401(k) Plan held $13.0M in plan assets for 249 participants in 2024, with John Hancock as recordkeeper.

Active participants

249

Accounts w/ balance

285

Plan assets (EOY)

$13.0M

Net assets (EOY)

$13.0M

People on this filing

Megan Hall signed Panco Operations LLC's 2024 Form 5500 as plan administrator.

Megan Hall — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Panco Operations LLC's EIN is 22-3609569.

EIN 22-3609569

Plan number 001

Plan year 2024

ACK ID 20251010133308NAL0018698178001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Panco Operations LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Panco Operations LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PANCO OPERATIONS LLC.

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How this plan invests

This plan

1 pooled trust

Schedule D

31 securities

funds · stocks · CUSIPs

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

Plan health score

Average plan with room to improve

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

100

Knocking points off

Total administrative cost in the bottom quartile of peers (14th percentile).

Plan sponsor

Name

PANCO OPERATIONS LLC

EIN

all filings

Address

50 MAIN STREET, SUITE # 1101 · WHITE PLAINS, NY · 10606

Phone

(201) 556-0900

Industry

Real Estate

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

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
JOHN HANCOCK LIFE INSURANCE COMPANY	01-0233346	—	RECORDKEEPER	$43K	—

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
MERRILL LYNCH	—	CHESTER, NJ	RETAINED BY CLIENT	$35K	—

Investments

31 direct securities · 1 pooled fund· $13.0M(100% 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.

Other securities

$7.5M

17 holdings

Common Collective Trusts

$2.6M

5 holdings

Mutual Funds

$2.2M

7 holdings

Common Collective Trust

$468K

1 holding

Participant loans

$128K

1 holding

Cash / Money Market

$59K

1 holding

					% of plan
similar party Description Current value Mutual funds Fidelity 500 Index Fund	Common Collective Trusts	—	—	$2.1M	16.4%
JP Morgan JP Morgan Large Growth Fund	Other securities	—	—	$1.7M	12.9%
American Century American Century One Choice 2045 Fund	Other securities	—	—	$740K	5.7%
Invesco Small Cap Equity Fund	Mutual Funds	—	—	$676K	5.2%
American Century American Century One Choice 2060 Fund	Other securities	—	—	$620K	4.8%
American Century American Century One Choice 2055 Fund	Other securities	—	—	$601K	4.6%
BlackRock Technology Opportunity Fund	Other securities	—	—	$559K	4.3%
American Century American Century One Choice 2050 Fund	Other securities	—	—	$554K	4.3%
American Century American Balanced Fund	Other securities	—	—	$524K	4.0%
American Century American Century One Choice 2040 Fund	Other securities	—	—	$487K	3.8%
JOHN HANCOCK STABLE VALUE FUND CIT GLOBAL TRUST COMPANY- JOHN HANCOCK · EIN 80-6136981 / PN 001	Common Collective Trust	—	—	$468K	3.6%
Invesco Disc MC Growth Fund	Mutual Funds	—	—	$439K	3.4%
American Century American Century One Choice 2035 Fund	Other securities	—	—	$411K	3.2%
American Century American Century One Choice 2030 Fund	Other securities	—	—	$390K	3.0%
Invesco Global Fund	Mutual Funds	—	—	$385K	3.0%
Vanguard Health Care Index Administrative Fund	Mutual Funds	—	—	$340K	2.6%
American Century American Century One Choice 2025 Fund	Other securities	—	—	$275K	2.1%
John Hancock John Hancock Disciplined Value Fund	Other securities	—	—	$266K	2.1%
DFA Real Estate Securities Fund	Mutual Funds	—	—	$253K	2.0%
Vanguard Materials Index Fund	Common Collective Trusts	—	—	$239K	1.8%
Fidelity International Index Fund	Common Collective Trusts	—	—	$180K	1.4%
American Century American Century One Choice 2065 Fund	Other securities	—	—	$145K	1.1%
Participant loans dates, secured by participant account balances	Participant loans	—	—	$128K	1.0%
John Hancock John Hancock Bond Fund	Other securities	—	—	$101K	0.8%
PIMCO Commodity Real Return Strategy Fund	Mutual Funds	—	—	$69K	0.5%
Vanguard Mid Cap Index Fund	Common Collective Trusts	—	—	$69K	0.5%
JP Morgan JP Morgan US Government Money Market Capital Fund	Cash / Money Market	—	—	$59K	0.5%
Hartford World Bond Fund	Other securities	—	—	$46K	0.4%
American Century American Century One Choice 2020 Fund	Other securities	—	—	$45K	0.3%
Federated Hermes Federated Hermes Institutional High Yield Bond Fund	Other securities	—	—	$40K	0.3%
iShares Russell 2000 Small Cap Index Fund	Common Collective Trusts	—	—	$32K	0.2%
DFA Inflation-Protected Securities Fund	Mutual Funds	—	—	$20K	0.2%