Back to filter
Original filing (PDF)20250902135254NAL0014339521001
PACIFIC IMAGING MANAGEMENT, LLC
Form 5500
FILING_RECEIVED
PACIFIC IMAGING MANAGEMENT LLC 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Signals · 1
39% in single holding
Active participants
120
Accounts w/ balance
204
Plan assets (EOY)
$24.3M
Net assets (EOY)
$24.3M
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)
96
/ 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
81
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Self-Directed Brokerage Accounts * PERSONAL CHOICE RET ACCT Self-Directed Brokerage Account" is 39% of plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PACIFIC IMAGING MANAGEMENT, LLC.
Plan sponsor
Name
PACIFIC IMAGING MANAGEMENT, LLC
EIN
26-3203328
Address
1310 LAS TABLAS ROAD, SUITE 206 · TEMPLETON, CA · 93465
Phone
(805) 461-7080
Industry
Offices of Physicians· Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
006
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-02
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
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
LEE CPA AUDIT GROUP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsCustodian
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHARLES SCHWAB TRUST BANK | — | HENDERSON, CA | CUSTODIAL | $3K | — |
Recordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EVOLVE RETIREMENT PLAN SOLUTIONS | — | TEMPLETON, CA | RECORDKEEPING | $23K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| QUALIFIED SERVICES DBA HICKSPENSION | 77-0155091 | SAN LUIS OBISPO, CA | CONTRACT ADMIN TPA | $18K | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COVUS WEALTH ADVISORS | — | TEMPLETON, CA | INVESTMENT MGMT | $23K | — |
| LEE CPA AUDIT GROUP | — | FAIR OAKS, CA | CONSULTING | $4K | — |
Investments
31 direct securities· $23.8M(98% of reported assets)
Uncategorized
$23.8M
30 holdings
Pooled Separate Accounts
$32K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Self-Directed Brokerage Accounts * PERSONAL CHOICE RET ACCT Self-Directed Brokerage Account | — | — | — | $9.3M | 38.1% | |
| SCHWAB S&P 500 INDEX FUND - SELECT S Registered Investment Company | — | — | — | $2.2M | 8.9% | |
| VANGUARD GROWTH INDEX FD ADMIRAL Registered Investment Company | — | — | — | $1.8M | 7.2% | |
| AMERICAN FDS TRGT DATE RET 2055 R6 Registered Investment Company | — | — | — | $1.6M | 6.4% | |
| AMERICAN FDS TRGT DATE RET 2035 R6 Registered Investment Company | — | — | — | $1.3M | 5.4% | |
| AMERICAN FDS TRGT DATE RET 2050 R6 Registered Investment Company | — | — | — | $770K | 3.2% | |
| SCHWAB SMALL CAP INDEX SELECT Registered Investment Company | — | — | — | $720K | 3.0% | |
| AMERICAN FDS TRGT DATE RET 2045 R6 Registered Investment Company | — | — | — | $606K | 2.5% | |
| AMERICAN MUTUAL FUND R6 Registered Investment Company | — | — | — | $577K | 2.4% | |
| AMERICAN FDS TRGT DATE RET 2025 R6 Registered Investment Company | — | — | — | $547K | 2.2% | |
| DODGE & COX INTERNATIONAL STOCK I Registered Investment Company | — | — | — | $522K | 2.1% | |
| PRINCIPAL MIDCAP INST CL Registered Investment Company | — | — | — | $511K | 2.1% | |
| AMERICAN FDS TRGT DATE RET 2060 R6 Registered Investment Company | — | — | — | $487K | 2.0% | |
| VANGUARD MID CAP INDEX FUND ADMIRAL Registered Investment Company | — | — | — | $462K | 1.9% | |
| AMERICAN FUNDS NEW PERSPECTIVE R6 Registered Investment Company | — | — | — | $378K | 1.6% | |
| VICTORY NASDAQ - 100 INDEX Registered Investment Company | — | — | — | $358K | 1.5% | |
| VANGUARD DEVELOPED MKTS INDEX ADM Registered Investment Company | — | — | — | $230K | 0.9% | |
| JANUS HENDERSON GLBL TECH INNOV I Registered Investment Company | — | — | — | $225K | 0.9% | |
| VIRTUS SEIX TOTAL RETURN BND Pooled Separate Account | — | — | — | $217K | 0.9% | |
| AMERICAN FDS TRGT DATE RET 2040 R6 Registered Investment Company | — | — | — | $213K | 0.9% | |
| DFA EMERGING MKTS CORE EQTY PORT INSTL Registered Investment Company | — | — | — | $194K | 0.8% | |
| VANGUARD TTL BD MKT IDX ADMR Pooled Separate Account | — | — | — | $178K | 0.7% | |
| Interest-Bearing Cash * SCHWAB BANK SAVINGS Interest-Bearing Cash ** 6 * SCHWAB TREASURY OBLIGATIONS MF Interest-Bearing Cash | — | — | — | $164K | 0.7% | |
| Participant Loans Interest rates at (4.25% ~ 9.50%) $0 | — | — | — | $119K | 0.5% | |
| ROTH PERSONAL CHOICE RET ACCT Self-Directed Brokerage Account | — | — | — | $115K | 0.5% | |
| AMERICAN FDS TRGT DATE RET 2065 R6 Registered Investment Company | — | — | — | $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 | — | — | — | $30K | 0.1% | |
| VANGUARD TOTAL INTL BD IDX ADM Pooled Separate Account | — | — | — | $18K | <0.1% | |
| AMERICAN FDS TRGT DATE RET 2030 R6 Registered Investment Company | — | — | — | $5K | <0.1% | |
| DFA INTERNATIONAL CORE EQUITY 1 Registered Investment Company | — | — | — | $1K | <0.1% |
Related plans
Similar-size Offices of Physicians plans
COLUMBIA SKIN CLINIC, LLC
COLUMBIA SKIN CLINIC, LLC 401(K) PROFIT SHARING PLAN
$24.4M · 53 participants
DESERT ORTHOPEDIC CENTER
DESERT ORTHOPEDIC CENTER 401(K) PROFIT SHARING PLAN
$24.3M · 62 participants
ANESTHESIA ASSOC OF BATTLE CREEK PC
ANESTHESIA ASSOC OF BATTLE CREEK PC 401K PROFIT SH PLAN & TRUST
$24.3M · 31 participants
WEST SOUND EMERGENCY PHYSICIANS, PLLC
WSEP RETIREMENT PLAN
$24.3M · 31 participants
DIGESTIVE HEALTH SPECIALISTS, P.A.
DIGESTIVE HEALTH SPECIALISTS, P.A. 401(K) PROFIT SHARING PLAN
$24.3M · 125 participants
LOUISVILLE PULMONARY CARE, PLLC
LOUISVILLE PULMONARY CARE, PLLC RETIREMENT SAVINGS PLAN
$24.4M · 57 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