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PACIFIC SOUTHWEST ADMINISTRATORS LLC — PACIFIC SOUTHWEST ADMINISTRATORS UNION 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20251010124431NAL0004249987001
PACIFIC SOUTHWEST ADMINISTRATORS LLC
Form 5500-SF
FILING_RECEIVED
PACIFIC SOUTHWEST ADMINISTRATORS UNION 401(K) PLAN
401(k) retirement plan
Active participants
105
Accounts w/ balance
22
Plan assets (EOY)
$1.4M
Net assets (EOY)
$1.4M
Plan health score (directional)
81
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
90
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
PACIFIC SOUTHWEST ADMINISTRATORS LLC
.
Find decision makers
Plan sponsor
Name
PACIFIC SOUTHWEST ADMINISTRATORS LLC
EIN
46-4942970
Address
1055 PARK VIEW DRIVE, SUITE 111 · COVINA, CA · 91724
Phone
(626) 279-3003
Industry
Finance & Insurance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-10
Pension benefit codes
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)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
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CURT CARLSON, A SOLE PROPRIETOR
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Knocking points off
No IQPA named; plan is in the 80-120 transition zone — may be filing as small.
Only 21% as many balances as active participants — suggests many active employees aren't deferring.
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
CURT CARLSON, A SOLE PROPRIETOR CASH BALANCE PLAN
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BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B
