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Original filing (PDF)20251009140137NAL0003974547001
PACIFIC STEEL GROUP
Form 5500
FILING_RECEIVED
PACIFIC STEEL GROUP 401(K) PLAN
401(k) retirement plan
Active participants
348
Accounts w/ balance
283
Plan assets (EOY)
$31.1M
Net assets (EOY)
$31.1M
How this plan invests
This plan
1 pooled trust
Schedule D
26 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (13 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PACIFIC STEEL GROUP.
Plan sponsor
Name
PACIFIC STEEL GROUP
EIN
47-2055284
Address
4805 MURPHY CANYON ROAD · SAN DIEGO, CA · 92123
Phone
(858) 251-1106
Industry
Constructionsee 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
2025-10-09
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)
2R · Participant-directed brokerage (SDBA)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JPMORGAN INVEST HOLDINGS LLC | 13-2624428 | — | RECORDKEEPER | $1K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONEDIGITAL INVESTMENT ADVISORS LLC | 13-2624428 | DALLAS, TX | INVESTMENT ADVISOR | $38K | — |
Investments
25 direct securities · 1 pooled fund· $31.1M(100% 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.
Uncategorized
$30.3M
25 holdings
Common Collective Trust
$828K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| JPMorgan SmartRetirement 2035 R6 Registered investment company | — | — | — | $6.2M | 20.0% | |
| JPMorgan SmartRetirement 2045 R6 Registered investment company | — | — | — | $4.3M | 13.8% | |
| Schwab SDB Self Directed Brokerage Accounts | — | — | — | $3.3M | 10.6% | |
| JPMorgan SmartRetirement 2040 R6 Registered investment company | — | — | — | $2.4M | 7.9% | |
| JPMorgan SmartRetirement 2030 R6 Registered investment company | — | — | — | $2.1M | 6.8% | |
| JPMorgan SmartRetirement 2055 R6 Registered investment company | — | — | — | $2.1M | 6.7% | |
| JPMorgan SmartRetirement 2025 R6 Registered investment company | — | — | — | $1.5M | 4.8% | |
| Fidelity 500 Index Registered investment company | — | — | — | $1.1M | 3.6% | |
| Fidelity Large Cap Growth Index Registered investment company | — | — | — | $1.1M | 3.5% | |
| Fidelity Select Software & IT Services Registered investment company | — | — | — | $1.0M | 3.3% | |
| JPMorgan SmartRetirement 2050 R6 Registered investment company | — | — | — | $830K | 2.7% | |
| JPMCB STABLE ASSET INCOME CF JP MORGAN · EIN 20-1978950 / PN 001 | Common Collective Trust | — | — | $828K | 2.7% | |
| Fidelity Small Cap Index Registered investment company | — | — | — | $784K | 2.5% | |
| Notes receivable from participants Interest rates range from 4.25 percent to 9.5 0 | — | — | — | $776K | 2.5% | |
| JPMorgan SmartRetirement 2060 R6 Registered investment company | — | — | — | $505K | 1.6% | |
| Fidelity Extended Market Index Registered investment company | — | — | — | $465K | 1.5% | |
| JPMorgan SmartRetirement Income R6 Registered investment company | — | — | — | $264K | 0.8% | |
| Fidelity Advisor Real Estate I Registered investment company | — | — | — | $249K | 0.8% | |
| Fidelity Large Cap Value Index Registered investment company | — | — | — | $243K | 0.8% | |
| American Funds EuroPacific Gr R6 Registered investment company | — | — | — | $171K | 0.5% | |
| JPMorgan SmartRetirement 2020 R6 Registered investment company | — | — | — | $162K | 0.5% | |
| Fidelity Total International Index Registered investment company | — | — | — | $155K | 0.5% | |
| PIMCO Income Instl Registered investment company | — | — | — | $148K | 0.5% | |
| Fidelity Interm Trs Bd Index Registered investment company | — | — | — | $147K | 0.5% | |
| MFS Global Equity R6 Registered investment company | — | — | — | $128K | 0.4% | |
| PGIM Total Return Bond R6 Registered investment company | — | — | — | $67K | 0.2% |
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