DAWN Spiegel signed Pacific Recreation Associates' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Pacific Recreation Associates' EIN is 41-1319546.
Download the official 2024 Form 5500 (PDF) for Pacific Recreation Associates from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Pacific Recreation Associates' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GREAT-WEST LIFE & ANNUITY INSURANCE | 84-0467907 | GREENWOOD VILLAGE, CO | RECORDKEEPER | $40K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| PUTNAM LARGE CAP GROWTH GREAT-WEST LIFE & ANNUITY INSURANCE · EIN 84-0467907 / PN 001 | Pooled Separate Account | — | — | $1.6M | 13.6% | |
| VANGUARD TARGET RETIREMENT 2020 INV GREAT-WEST LIFE & ANNUITY INSURANCE · EIN 84-0467907 / PN 001 | Pooled Separate Account | — | — | $1.2M | 10.9% | |
| VANGUARD TARGET RETIREMENT 2040 INV GREAT-WEST LIFE & ANNUITY INSURANCE · EIN 84-0467907 / PN 001 | Pooled Separate Account | — | — | $1.1M | 10.1% | |
| VANGUARD TARGET RETIREMENT 2030 INV GREAT-WEST LIFE & ANNUITY INSURANCE · EIN 84-0467907 / PN 001 | Pooled Separate Account | — | — | $1.1M | 9.3% | |
| JPMORGAN US RESEARCH ENHANCED EQUIT GREAT-WEST LIFE & ANNUITY INSURANCE · EIN 84-0467907 / PN 001 | Pooled Separate Account | — | — | $740K | 6.5% | |
| VANGUARD TARGET RETIREMENT 2060 INV GREAT-WEST LIFE & ANNUITY INSURANCE · EIN 84-0467907 / PN 001 | Pooled Separate Account | — | — | $604K | 5.3% | |
| VANGUARD TARGET RETIREMENT 2055 INV GREAT-WEST LIFE & ANNUITY INSURANCE · EIN 84-0467907 / PN 001 | Pooled Separate Account | — | — | $469K | 4.1% | |
| VICTORY SYCAMORE ESTABLISHED VALUE GREAT-WEST LIFE & ANNUITY INSURANCE · EIN 84-0467907 / PN 001 | Pooled Separate Account | — | — | $404K | 3.6% | |
| VANGUARD GROWTH INDEX ADM GREAT-WEST LIFE & ANNUITY INSURANCE · EIN 84-0467907 / PN 001 | Pooled Separate Account | — | — | $389K | 3.4% | |
| AMERICAN FUNDS CAPITAL WORLD G/I R6 GREAT-WEST LIFE & ANNUITY INSURANCE · EIN 84-0467907 / PN 001 | Pooled Separate Account | — | — | $372K | 3.3% | |
| VANGUARD TARGET RETIREMENT 2045 INV GREAT-WEST LIFE & ANNUITY INSURANCE · EIN 84-0467907 / PN 001 | Pooled Separate Account | — | — | $323K | 2.8% | |
| VANGUARD TARGET RETIREMENT 2035 INV GREAT-WEST LIFE & ANNUITY INSURANCE · EIN 84-0467907 / PN 001 | Pooled Separate Account | — | — | $291K | 2.6% | |
| AMERICAN FUNDS WASHINGTON MUTUAL R6 GREAT-WEST LIFE & ANNUITY INSURANCE · EIN 84-0467907 / PN 001 | Pooled Separate Account | — | — | $281K | 2.5% | |
| NUVEEN INTL EQUITY INDEX GREAT-WEST LIFE & ANNUITY INSURANCE · EIN 84-0467907 / PN 001 | Pooled Separate Account | — | — | $259K | 2.3% | |
| VANGUARD MID CAP INDEX FUND - ADMIR GREAT-WEST LIFE & ANNUITY INSURANCE · EIN 84-0467907 / PN 001 | Pooled Separate Account | — | — | $228K | 2.0% | |
| VANGUARD TARGET RETIREMENT 2050 INV GREAT-WEST LIFE & ANNUITY INSURANCE · EIN 84-0467907 / PN 001 | Pooled Separate Account | — | — | $218K | 1.9% | |
| MFS TECHNOLOGY R6 GREAT-WEST LIFE & ANNUITY INSURANCE · EIN 84-0467907 / PN 001 | Pooled Separate Account | — | — | $214K | 1.9% | |
| Key Guaranteed Portfolio Fund, at 1.41% Guaranteed portfolio fund n/a | Bonds / Notes | — | — | $207K | 1.8% | |
| JANUS HENDERSON TRITON N GREAT-WEST LIFE & ANNUITY INSURANCE · EIN 84-0467907 / PN 001 | Pooled Separate Account | — | — | $189K | 1.7% | |
| UNDISCOVERED MGRS BEHAVIORAL VALUE GREAT-WEST LIFE & ANNUITY INSURANCE · EIN 84-0467907 / PN 001 | Pooled Separate Account | — | — | $153K | 1.3% | |
| VANGUARD 500 INDEX ADMIRAL GREAT-WEST LIFE & ANNUITY INSURANCE · EIN 84-0467907 / PN 001 | Pooled Separate Account | — | — | $130K | 1.1% | |
| AMERICAN FUNDS NEW WORLD R6 GREAT-WEST LIFE & ANNUITY INSURANCE · EIN 84-0467907 / PN 001 | Pooled Separate Account | — | — | $116K | 1.0% | |
| FEDERATED HERMES INSTL HIGH YIELD B GREAT-WEST LIFE & ANNUITY INSURANCE · EIN 84-0467907 / PN 001 | Pooled Separate Account | — | — | $101K | 0.9% | |
| VOYA INTERMEDIATE BOND I GREAT-WEST LIFE & ANNUITY INSURANCE · EIN 84-0467907 / PN 001 | Pooled Separate Account | — | — | $97K | 0.9% | |
| VANGUARD VALUE INDEX ADM GREAT-WEST LIFE & ANNUITY INSURANCE · EIN 84-0467907 / PN 001 | Pooled Separate Account | — | — | $93K | 0.8% | |
| PUTNAM MORTGAGE SECURITIES R6 GREAT-WEST LIFE & ANNUITY INSURANCE · EIN 84-0467907 / PN 001 | Pooled Separate Account | — | — | $92K | 0.8% | |
| T. ROWE PRICE REAL ESTATE GREAT-WEST LIFE & ANNUITY INSURANCE · EIN 84-0467907 / PN 001 | Pooled Separate Account | — | — | $85K | 0.7% | |
| VANGUARD SMALL CAP INDEX ADM GREAT-WEST LIFE & ANNUITY INSURANCE · EIN 84-0467907 / PN 001 | Pooled Separate Account | — | — | $70K | 0.6% | |
| INVESCO INTERNATIONAL BOND R6 GREAT-WEST LIFE & ANNUITY INSURANCE · EIN 84-0467907 / PN 001 | Pooled Separate Account | — | — | $51K | 0.5% | |
| VANGUARD TARGET RETIREMENT 2025 INV GREAT-WEST LIFE & ANNUITY INSURANCE · EIN 84-0467907 / PN 001 | Pooled Separate Account | — | — | $48K | 0.4% | |
| VANGUARD TARGET RETIREMENT INCOME I GREAT-WEST LIFE & ANNUITY INSURANCE · EIN 84-0467907 / PN 001 | Pooled Separate Account | — | — | $32K | 0.3% | |
| FIDELITY ADVISOR ENERGY I GREAT-WEST LIFE & ANNUITY INSURANCE · EIN 84-0467907 / PN 001 | Pooled Separate Account | — | — | $31K | 0.3% | |
| FIDELITY ADVISOR CONSUMER STAPLES GREAT-WEST LIFE & ANNUITY INSURANCE · EIN 84-0467907 / PN 001 | Pooled Separate Account | — | — | $21K | 0.2% | |
| VICTORY TRIVALENT INT'L SMALL-CAP R GREAT-WEST LIFE & ANNUITY INSURANCE · EIN 84-0467907 / PN 001 | Pooled Separate Account | — | — | $17K | 0.1% | |
| COLUMBIA DIVIDEND OPPORTUNITY GREAT-WEST LIFE & ANNUITY INSURANCE · EIN 84-0467907 / PN 001 | Pooled Separate Account | — | — | $15K | 0.1% | |
| Participant loans 5.25% - 10.50% -0- | Bonds / Notes | — | — | $14K | 0.1% | |
| FIDELITY ADVISOR CONSUMER DISCRET I GREAT-WEST LIFE & ANNUITY INSURANCE · EIN 84-0467907 / PN 001 | Pooled Separate Account | — | — | $7K | <0.1% | |
| NICHOLAS II I GREAT-WEST LIFE & ANNUITY INSURANCE · EIN 84-0467907 / PN 001 | Pooled Separate Account | — | — | $3K | <0.1% | |
| VANECK GLOBAL HARD ASSETS GREAT-WEST LIFE & ANNUITY INSURANCE · EIN 84-0467907 / PN 001 | Pooled Separate Account | — | — | $3K | <0.1% | |
| COLUMBIA STRATEGIC INCOME ADV GREAT-WEST LIFE & ANNUITY INSURANCE · EIN 84-0467907 / PN 001 | Pooled Separate Account | — | — | $2K | <0.1% | |
| EATON VANCE FLOATING RATE A GREAT-WEST LIFE & ANNUITY INSURANCE · EIN 84-0467907 / PN 001 | Pooled Separate Account | — | — | $296 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| INVESTMENT MANAGEMENT |
| $3K |
| — |
| OSAIC WEALTH INC | — | JERSEY CITY, NJ | BROKER/ADVISOR | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WOODBURY FINANCIAL SERVICES | 41-0944586 | CYPRESS, CA | BROKER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HAGEN, KURTH, PERMAN & CO., PS | — | SEATTLE, WA | AUDITOR | $18K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EVERGREEN RETIREMENT PLAN CONSULTIN | 45-3480687 | MUKILTEO, WA | THIRD-PARTY ADMINISTRATO | $13K | — |
