Original filing (PDF)20250908191032NAL0019683009001

Pancreatic Cancer Action Network

Name: Pancreatic Cancer Action Network — Pancreatic Cancer, Form 5500 (2024)
Creator: Pancreatic Cancer Action Network
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Pancreatic Cancer Action Network 401(k) Plan

401(k) retirement plan · Pancreatic Cancer Action Network's Pancreatic Cancer Action Network 401(k) Plan held $19.9M in plan assets for 144 participants in 2024, with JPMorgan Invest Holdings LLC as recordkeeper.

Active participants

144

Accounts w/ balance

214

Plan assets (EOY)

$19.9M

Net assets (EOY)

$19.9M

How this plan invests

This plan

1 pooled trust

Schedule D

25 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PANCREATIC CANCER ACTION NETWORK.

Plan sponsor

Name

PANCREATIC CANCER ACTION NETWORK

EIN

33-0841281all filings

Address

2101 ROSECRANS AVENUE SUITE 3200 · EL SEGUNDO, CA · 90245

Phone

(310) 725-0025

Industry

Health Care & Social Assistance

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

2025-09-08

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

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
JPMORGAN INVEST HOLDINGS LLC	13-2624428	—	RECORDKEEPER	$1K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
COMMONWEALTH EQUITY SERVICES LLC DB	—	WALTHAM, MA	INVESTMENT ADVISOR	$38K	—
CFM ADVISORS

Investments

25 direct securities · 1 pooled fund· $17.1M(86% 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.

Other securities

$13.9M

12 holdings

Mutual Funds

$2.4M

11 holdings

Common Collective Trusts

$679K

2 holdings

Common Collective Trust

$143K

1 holding

					% of plan
JPMorgan SmartRetirement 2040 Mutual Fund	Other securities	—	—	$2.9M	14.5%
JPMorgan SmartRetirement 2045 Mutual Fund	Other securities	—	—	$2.8M	14.2%
JPMorgan SmartRetirement 2050 Mutual Fund	Other securities	—	—	$2.4M	12.1%
JPMorgan SmartRetirement Income Mutual Fund	Other securities	—	—	$1.7M	8.6%
JPMorgan SmartRetirement 2035 Mutual Fund	Other securities	—	—	$1.3M	6.5%
Nuveen Large-Cap Growth Index Mutual Fund	Mutual Funds	—	—	$1.0M	5.1%
JPMorgan SmartRetirement 2055 Mutual Fund	Other securities	—	—	$854K	4.3%
JPMorgan SmartRetirement 2025 Mutual Fund	Other securities	—	—	$751K	3.8%
iShares Russell 1000 Large-Cap Index Mutual Fund	Common Collective Trusts	—	—	$625K	3.1%
JPMorgan SmartRetirement 2060 Mutual Fund	Other securities	—	—	$531K	2.7%
iShares MSCI Total International Index Mutual Fund	Other securities	—	—	$273K	1.4%
Vanguard Core Bond Admiral Mutual Fund	Mutual Funds	—	—	$250K	1.3%
Vanguard Mid-Cap Value Index Admiral Mutual Fund	Mutual Funds	—	—	$227K	1.1%
through 2034	Other securities	—	—	$220K	1.1%
Vanguard Small Cap Value Index Admiral Mutual Fund	Mutual Funds	—	—	$202K	1.0%
Vanguard Mid-Cap Growth Index Admiral Mutual Fund	Mutual Funds	—	—	$182K	0.9%
DFA Real Estate Securities Mutual Fund	Mutual Funds	—	—	$149K	0.8%
FEDERATED HERMES CAPITL PRESERVATIO FEDERATED INVESTORS · EIN 22-2712853 / PN 001	Common Collective Trust	—	—	$143K	0.7%
Nuveen Large-Cap Value Index Mutual Fund	Mutual Funds	—	—	$141K	0.7%
JPMorgan SmartRetirement 2020 Mutual Fund	Other securities	—	—	$96K	0.5%
Vanguard Emerging Markets Stock Index Admiral Mutual Fund	Mutual Funds	—	—	$96K	0.5%
Vanguard Small Cap Growth Index Admiral Mutual Fund	Mutual Funds	—	—	$60K	0.3%
iShares Russell 2000 Small-Cap Index Mutual Fund	Common Collective Trusts	—	—	$55K	0.3%
Similar Party or Maturity Value DFA Inflation-Protected Securities Mutual Fund	Mutual Funds	—	—	$35K	0.2%
DFA Investment Grade I Mutual Fund	Mutual Funds	—	—	$27K	0.1%
iShares Russell Mid-Cap Index Mutual Fund	Other securities	—	—	$24K	0.1%