Michael Hicks signed Pacific Imaging Management, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Pacific Imaging Management, LLC's EIN is 26-3203328.
Download the official 2024 Form 5500 (PDF) for Pacific Imaging Management, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Pacific Imaging Management, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHARLES SCHWAB TRUST BANK | — | HENDERSON, CA | CUSTODIAL | $3K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EVOLVE RETIREMENT PLAN SOLUTIONS | — | TEMPLETON, CA | RECORDKEEPING | $23K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Self-Directed Brokerage Accounts * PERSONAL CHOICE RET ACCT Self-Directed Brokerage Account | Self-Directed Brokerage | — | — | $9.3M | 38.1% | |
| SCHWAB S&P 500 INDEX FUND - SELECT S Registered Investment Company | Common Collective Trusts | — | — | $2.2M | 8.9% | |
| VANGUARD GROWTH INDEX FD ADMIRAL Registered Investment Company | Mutual Funds | — | — | $1.8M | 7.2% | |
| AMERICAN FDS TRGT DATE RET 2055 R6 Registered Investment Company | Common Stocks | — | — | $1.6M | 6.4% | |
| AMERICAN FDS TRGT DATE RET 2035 R6 Registered Investment Company | Common Stocks | — | — | $1.3M | 5.4% | |
| AMERICAN FDS TRGT DATE RET 2050 R6 Registered Investment Company | Common Stocks | — | — | $770K | 3.2% | |
| SCHWAB SMALL CAP INDEX SELECT Registered Investment Company | Mutual Funds | — | — | $720K | 3.0% | |
| AMERICAN FDS TRGT DATE RET 2045 R6 Registered Investment Company | Common Stocks | — | — | $606K | 2.5% | |
| AMERICAN MUTUAL FUND R6 Registered Investment Company | Common Stocks | — | — | $577K | 2.4% | |
| AMERICAN FDS TRGT DATE RET 2025 R6 Registered Investment Company | Common Stocks | — | — | $547K | 2.2% | |
| DODGE & COX INTERNATIONAL STOCK I Registered Investment Company | Mutual Funds | — | — | $522K | 2.1% | |
| PRINCIPAL MIDCAP INST CL Registered Investment Company | Common Stocks | — | — | $511K | 2.1% | |
| AMERICAN FDS TRGT DATE RET 2060 R6 Registered Investment Company | Common Stocks | — | — | $487K | 2.0% | |
| VANGUARD MID CAP INDEX FUND ADMIRAL Registered Investment Company | Common Collective Trusts | — | — | $462K | 1.9% | |
| AMERICAN FUNDS NEW PERSPECTIVE R6 Registered Investment Company | Mutual Funds | — | — | $378K | 1.6% | |
| VICTORY NASDAQ - 100 INDEX Registered Investment Company | Common Stocks | — | — | $358K | 1.5% | |
| VANGUARD DEVELOPED MKTS INDEX ADM Registered Investment Company | Mutual Funds | — | — | $230K | 0.9% | |
| JANUS HENDERSON GLBL TECH INNOV I Registered Investment Company | Mutual Funds | — | — | $225K | 0.9% | |
| VIRTUS SEIX TOTAL RETURN BND Pooled Separate Account | Pooled Separate Accounts | — | — | $217K | 0.9% | |
| AMERICAN FDS TRGT DATE RET 2040 R6 Registered Investment Company | Common Stocks | — | — | $213K | 0.9% | |
| DFA EMERGING MKTS CORE EQTY PORT INSTL Registered Investment Company | Mutual Funds | — | — | $194K | 0.8% | |
| VANGUARD TTL BD MKT IDX ADMR Pooled Separate Account | Pooled Separate Accounts | — | — | $178K | 0.7% | |
| Interest-Bearing Cash * SCHWAB BANK SAVINGS Interest-Bearing Cash ** 6 * SCHWAB TREASURY OBLIGATIONS MF Interest-Bearing Cash | Mutual Funds | — | — | $164K | 0.7% | |
| Participant Loans Interest rates at (4.25% ~ 9.50%) $0 | Bonds / Notes | — | — | $119K | 0.5% | |
| ROTH PERSONAL CHOICE RET ACCT Self-Directed Brokerage Account | Self-Directed Brokerage | — | — | $115K | 0.5% | |
| AMERICAN FDS TRGT DATE RET 2065 R6 Registered Investment Company | Common Stocks | — | — | $77K | 0.3% | |
| AMERICAN FINDS US GOVT SEC R6 Pooled Separate Account | Pooled Separate Accounts | — | — | $32K | 0.1% | |
| Registered Investment Companies AMERICAN FDS TRGT DATE RET 2020 R6 Registered Investment Company | Common Stocks | — | — | $30K | 0.1% | |
| VANGUARD TOTAL INTL BD IDX ADM Pooled Separate Account | Pooled Separate Accounts | — | — | $18K | <0.1% | |
| AMERICAN FDS TRGT DATE RET 2030 R6 Registered Investment Company | Common Stocks | — | — | $5K | <0.1% | |
| DFA INTERNATIONAL CORE EQUITY 1 Registered Investment Company | Mutual Funds | — | — | $1K | <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 |
|---|---|---|---|---|---|
| COVUS WEALTH ADVISORS | — | TEMPLETON, CA | INVESTMENT MGMT | $23K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| QUALIFIED SERVICES DBA HICKSPENSION | 77-0155091 | SAN LUIS OBISPO, CA | CONTRACT ADMIN TPA | $18K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LEE CPA AUDIT GROUP | — | FAIR OAKS, CA | CONSULTING | $4K | — |
