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Original filing (PDF)20250805103347NAL0004383314001
PECHANGA DEVELOPMENT CORPORATION
Form 5500
FILING_RECEIVED
PECHANGA DEVELOPMENT CORPORATION 401(K) PLAN
401(k) retirement plan
Signals · 2
27% in single holdingNo recordkeeper disclosed
Active participants
3,780
Accounts w/ balance
4,434
Plan assets (EOY)
$224.4M
Net assets (EOY)
$224.4M
How this plan invests
This plan
1 pooled trust
Schedule D
12 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
87
/ 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
87
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "MORLEY INCOME FUND III" is 27% of plan.
- 20 bps in Schedule C fees — 100% above peer band of 10 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PECHANGA DEVELOPMENT CORPORATION.
Plan sponsor
Name
PECHANGA DEVELOPMENT CORPORATION
EIN
33-0669581
Address
P.O. BOX 9041 · TEMECULA, CA · 925899041
Phone
(951) 695-4655
Industry
Accommodation & Food Servicessee 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
2025-08-05
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2H · Partial 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
BLUEBIRD CPAS
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRI-AD ACTUARIES, INC. | 95-2887986 | — | NONE | $448K | — |
Investments
12 direct securities · 1 pooled fund· $18.4M(8% 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.
Common Collective Trust
$9.2M
1 holding
Uncategorized
$9.2M
12 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| GARTMORE MORLEY STABLE VALUE FUND GARTMORE TRUST COMPANY · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $9.2M | 4.1% | |
| MORLEY INCOME FUND III | — | — | — | $2.5M | 1.1% | |
| MORLEY INCOME FUND I | — | — | — | $1.4M | 0.6% | |
| MORLEY STABLE INCOME BOND FUND | — | — | — | $1.3M | 0.6% | |
| MORLEY INCOME FUND IV | — | — | — | $807K | 0.4% | |
| SIA-B41 (MORLEY STABLE VALUE FUND S | — | — | — | $766K | 0.3% | |
| PRUDENTIAL CORE INTERMEDIATE BOND F | — | — | — | $688K | 0.3% | |
| PSA NO. 45-004 (SEPARATE ACCOUNT 45 | — | — | — | $658K | 0.3% | |
| GOVERNMENT SHORT TERM INVESTMENT FD | — | — | — | $335K | 0.1% | |
| ACTIVELY MANAGED FUND | — | — | — | $314K | 0.1% | |
| SIA-B45 (MORLEY INTERM STABLE VALUE | — | — | — | $271K | 0.1% | |
| MORLEY INCOME FUND II | — | — | — | $169K | <0.1% | |
| PRUDENTIAL CORE CONSERVATIVE INT BD | — | — | — | $0 | <0.1% |
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