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Original filing (PDF)20251008163800NAL0005829953001
PANATTONI DEVELOPMENT COMPANY, INC.
Form 5500
FILING_RECEIVED
PANATTONI DEVELOPMENT COMPANY, INC. 401(K) PLAN
401(k) retirement plan
Active participants
133
Accounts w/ balance
174
Plan assets (EOY)
$40.9M
Net assets (EOY)
$40.9M
How this plan invests
This plan
31 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Total plan cost
100
Vendor stack
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PANATTONI DEVELOPMENT COMPANY, INC..
Plan sponsor
Name
PANATTONI DEVELOPMENT COMPANY, INC.
EIN
26-0768789
Address
400 CAPITOL MALL · SUITE 2040 · SACRAMENTO, CA · 95814
Phone
(916) 379-1130
Industry
Constructionsee 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
2025-10-08
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
3D · Pre-approved plan (master / prototype / VS)
2R · Participant-directed brokerage (SDBA)
Audit & trust (Schedule H)
Auditor
CAMPBELL TAYLOR WASHBURN
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $30K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NORTHWESTERN MUTUAL WEALTH MGMT CO | 39-2018056 | — | ADVISOR | $74K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAMPBELL TAYLOR WASHBURN | 68-0251243 | — | ACCOUNTANT/AUDITOR | $16K | — |
Investments
31 direct securities· $40.9M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index | — | — | — | $7.2M | 17.5% | |
| Fidelity Freedom Index 2035 IPR | — | — | — | $4.5M | 11.0% | |
| Fidelity Freedom Index 2030 IPR | — | — | — | $3.3M | 8.0% | |
| Self-Directed Brokerage Accounts | — | — | — | $2.9M | 7.2% | |
| Fidelity Freedom Index 2040 IPR | — | — | — | $2.4M | 5.9% | |
| Fidelity Freedom Index 2025 IPR | — | — | — | $2.1M | 5.2% | |
| Fidelity Advisor New Insights I | — | — | — | $1.8M | 4.5% | |
| Fidelity Govt Money Market 6 | — | — | — | $1.6M | 4.0% | |
| Fidelity Large Cap Z | — | — | — | $1.6M | 3.9% | |
| Fidelity Freedom Index 2055 IPR | — | — | — | $1.3M | 3.2% | |
| Fidelity Small Cap Index | — | — | — | $1.2M | 3.0% | |
| Invesco Small Cap Value R6 | — | — | — | $1.0M | 2.5% | |
| Invesco Comstock R6 | — | — | — | $1.0M | 2.5% | |
| JP Morgan Mid Cap Growth R6 | — | — | — | $960K | 2.3% | |
| Fidelity Mid Cap Index | — | — | — | $884K | 2.2% | |
| Invesco EQV International Equity R6 | — | — | — | $837K | 2.0% | |
| Fidelity Freedom Index 2050 IPR | — | — | — | $792K | 1.9% | |
| Fidelity Freedom Index 2020 IPR | — | — | — | $786K | 1.9% | |
| Fidelity Freedom Index 2045 IPR | — | — | — | $736K | 1.8% | |
| Fidelity Freedom Index 2060 IPR | — | — | — | $708K | 1.7% | |
| Fidelity Strategic Income I | — | — | — | $633K | 1.5% | |
| Nuveen Real Estate I | — | — | — | $519K | 1.3% | |
| Fidelity Small Cap Value I | — | — | — | $391K | 1.0% | |
| Fidelity Freedom Index 2015 IPR | — | — | — | $373K | 0.9% | |
| American Century Mid Cap Value R6 | — | — | — | $269K | 0.7% | |
| Participant loans | — | — | — | $232K | 0.6% | |
| American Century Large Cap Equity R6 | — | — | — | $224K | 0.5% | |
| Nuveen Strategic Income I | — | — | — | $196K | 0.5% | |
| Fidelity Freedom Index 2065 IPR | — | — | — | $138K | 0.3% | |
| American Funds Bond Fund of America R6 | — | — | — | $65K | 0.2% | |
| Fidelity Asset MGR 60% I | — | — | — | $59K | 0.1% |
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