Back to filter
Original filing (PDF)20251014173735NAL0003510257001
PACIFIC PROGRAM MANAGEMENT GROUP
Form 5500
FILING_RECEIVED
PACIFIC PROGRAM MANAGEMENT GROUP, LLC 401(K)
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
179
Accounts w/ balance
251
Plan assets (EOY)
$11.6M
Net assets (EOY)
$11.6M
How this plan invests
This plan
28 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PACIFIC PROGRAM MANAGEMENT GROUP.
Plan sponsor
Name
PACIFIC PROGRAM MANAGEMENT GROUP
EIN
47-2467773
Address
600 UNIVERSITY STREET · SUITE 1920 · SEATTLE, WA · 98101
Phone
(206) 375-6528
Industry
Professional & Technical 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
2025-10-14
Pension benefit codes
2S · Automatic enrollment
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
HAYNIE & COMPANY
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $19K | — |
| HAYNIE AND COMPANY | — | LITTLETON, CO | NONE | $13K | — |
Investments
28 direct securities· $11.6M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2055 Fund Vanguard 0 | — | — | — | $2.7M | 22.8% | |
| Vanguard Target Retirement 2050 Fund Vanguard 0 | — | — | — | $2.6M | 22.1% | |
| Vanguard Target Retirement 2045 Fund Vanguard 0 | — | — | — | $1.8M | 15.3% | |
| Vanguard Target Retirement 2035 Fund Vanguard 0 | — | — | — | $957K | 8.2% | |
| Vanguard Target Retirement 2040 Fund Vanguard 0 | — | — | — | $702K | 6.0% | |
| Vanguard 500 Index Adm Vanguard 0 | — | — | — | $680K | 5.9% | |
| Vanguard Target Retirement 2060 Fund Vanguard 0 | — | — | — | $508K | 4.4% | |
| Vanguard Target Retirement 2025 Fund Vanguard 0 | — | — | — | $451K | 3.9% | |
| Vanguard Target Retirement 2030 Fund Vanguard 0 | — | — | — | $296K | 2.6% | |
| Alger Spectra Z Alger 0 | — | — | — | $218K | 1.9% | |
| Vanguard Target Retirement 2065 Fund Vanguard 0 | — | — | — | $92K | 0.8% | |
| Vanguard Mid Cap Index Adm Vanguard 0 | — | — | — | $71K | 0.6% | |
| MFS International Growth R6 MFS 0 | — | — | — | $66K | 0.6% | |
| Various Rates and Maturities Participant's Loan Account 0 | — | — | — | $64K | 0.6% | |
| Vanguard Small-Cap Index Adm Vanguard 0 | — | — | — | $64K | 0.5% | |
| JPMorgan U.S. Value R6 JPMorgan 0 | — | — | — | $58K | 0.5% | |
| Vanguard Cash Reserves Federal MM Adm Vanguard 0 | — | — | — | $51K | 0.4% | |
| Vanguard Balanced Index Adm Vanguard 0 | — | — | — | $50K | 0.4% | |
| Vanguard Total Bond Market Index Adm Vanguard 0 | — | — | — | $44K | 0.4% | |
| DFA U.S. Targeted Value Portfolio I DFA 0 | — | — | — | $42K | 0.4% | |
| Vanguard Selected Value Inv Vanguard 0 | — | — | — | $40K | 0.3% | |
| Janus Henderson Enterprise I Janus Henderson 0 | — | — | — | $36K | 0.3% | |
| Vanguard Target Retirement 2020 Fund Vanguard 0 | — | — | — | $31K | 0.3% | |
| PGIM High Yield R6 PGIM 0 | — | — | — | $25K | 0.2% | |
| American Funds New Perspective R6 American Funds 0 | — | — | — | $23K | 0.2% | |
| American Funds New World R6 American Funds 0 | — | — | — | $21K | 0.2% | |
| Vanguard Developed Mkts Index Adm Vanguard 0 | — | — | — | $20K | 0.2% | |
| Vanguard Target Retirement 2070 Fund Vanguard 0 | — | — | — | $2K | <0.1% |
Related plans
Other plans using THE VANGUARD GROUP, INC.
GOOGLE LLC
GOOGLE LLC 401(K) SAVINGS PLAN
$48.7B · 114,321 participants
CVS HEALTH CORPORATION
CVS HEALTH FUTURE FUND 401(K) PLAN
$30.1B · 313,966 participants
FEDEX CORPORATION
FEDEX CORPORATION RETIREMENT SAVINGS PLAN
$25.4B · 102,265 participants
KAISER FOUNDATION HEALTH PLAN, INC.
KAISER PERMANENTE 401(K) RETIREMENT PLAN
$22.5B · 155,687 participants
STATE FARM MUTUAL AUTOMOBILE INSURANCE COMPANY
STATE FARM 401(K) SAVINGS PLAN
$19.0B · 67,476 participants
KAISER FOUNDATION HEALTH PLAN, INC.
KAISER PERMANENTE TAX SHELTERED ANNUITY PLAN
$13.8B · 80,148 participants
Similar-size Professional & Technical Services plans
GINARTE GALLARDO GONZALEZ & WINOGRAD LLP
GINARTE GALLARDO GONZALEZ & WINOGRAD PROFIT SHARING PLAN
$11.5M · 55 participants
ASIAN AMERICANS ADVANCING JUSTICE SOUTHERN CALIFORNIA
ASIAN AMERICANS ADVANCING JUSTICE - LOS ANGELES 403(B) PLAN
$11.5M · 96 participants
EAGAN US HOLDCO, LLC
ELITE 401(K) PLAN
$11.5M · 256 participants
BREWSTER & DE ANGELIS PLLC
BREWSTER & DE ANGELIS P.L.L.C. 401(K) PROFIT SHARING PLAN AND TRUST
$11.7M · 17 participants
APPELLATE ADVOCATES
APPELLATE ADVOCATES RETIREMENT PLAN
$11.4M · 84 participants
SERVICIOS LEGALES DE PR, INC.
SERVICIOS LEGALES DE PR, INC. CODA PROFIT SHARING PLAN
$11.4M · 136 participants
Large plans in Washington
THE BOEING CO. AND CONSOLIDATED SUBSIDIARIES
THE BOEING COMPANY 401(K) RETIREMENT PLAN
$73.9B · 143,146 participants
THE BOEING CO. AND CONSOLIDATED SUBSIDIARIES
THE BOEING COMPANY EMPLOYEE SAVINGS PLANS MASTER TRUST INVESTMENT ACCOUNT
$73.5B
MICROSOFT CORPORATION
MICROSOFT CORPORATION SAVINGS PLUS 401K PLAN
$65.6B · 123,878 participants
WESTERN CONFERENCE OF TEAMSTERS PENSION TRUST FUND BOARD OF TRUSTEES
WESTERN CONFERENCE OF TEAMSTERS PENSION PLAN
$56.4B · 231,353 participants
THE BOEING CO. AND CONSOLIDATED SUBSIDIARIES
THE BOEING COMPANY EMPLOYEE RETIREMENT PLANS MASTER TRUST
$46.2B
COSTCO WHOLESALE CORPORATION
COSTCO 401K RETIREMENT PLAN
$41.0B · 212,976 participants