· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
PACIFIC ASSET ALLIANCE HOLDING INTERNATIONAL,INC — PACIFIC ASSET ALLIANCE HOLDING INTERNATIONAL, INC. PENSION PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250714133314NAL0001098081001
PACIFIC ASSET ALLIANCE HOLDING INTERNATIONAL,INC
Form 5500-SF
FILING_RECEIVED
PACIFIC ASSET ALLIANCE HOLDING INTERNATIONAL, INC. PENSION PLAN
Defined-benefit pension plan
Active participants
7
Accounts w/ balance
—
Plan assets (EOY)
$1.2M
Net assets (EOY)
$1.2M
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 ASSET ALLIANCE HOLDING INTERNATIONAL,INC
.
Find decision makers
Plan sponsor
Name
PACIFIC ASSET ALLIANCE HOLDING INTERNATIONAL,INC
EIN
22-3975297
Address
324 S. DIAMOND BAR BLVD., #151 · DIAMOND BAR, CA · 91765
Phone
(626) 898-5868
Industry
Real Estate
see 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
2025-07-14
Pension benefit codes
1A · Pay-related DB formula
1D · Floor-offset DB
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Real Estate plans
JENNIFER C. WEMERT, PA
JENNIFER C. WEMERT, PA 401K PLAN
$1.2M · 13 participants
CASSIDY REAL ESTATE, INC.
CASSIDY REAL ESTATE, INC. 401(K) PLAN
$1.2M · 3 participants
HOFFMAN & ASSOCIATES FINANCIAL AND ESTATE ADVISORS, INC.
HOFFMAN & ASSOCIATES FINANCIAL AND ESTATE ADVISORS, INC. 401(K) PLAN
$1.2M · 4 participants
ADAMS & WILSON DEVELOPMENT, INC.
ADAMS & WILSON DEVELOPMENT 401(K) PLAN
$1.2M · 2 participants
JURY & ASSOCIATES, INC.
JURY & ASSOCIATES, INC. PROFIT SHARING 401(K) PLAN
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.
$1.2M · 10 participants
GOLDBERG REALTY ASSOCIATES
GOLDBERG REALTY ASSOCIATES 401(K) SAVINGS PLAN
$1.2M · 33 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