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Original filing (PDF)20251014052917NAL0003209952001
PACIFIC CITIES MANAGEMENT INC
Form 5500
FILING_RECEIVED
PACIFIC CITIES MANAGEMENT, INC 401(K) PLAN
401(k) retirement plan
Active participants
129
Accounts w/ balance
127
Plan assets (EOY)
$1.2M
Net assets (EOY)
$1.2M
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 (directional)
95
/ 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
80
Vendor stack
100
Participation health
100
Knocking points off
- 67 bps in Schedule C fees — modestly above peer band of 52 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PACIFIC CITIES MANAGEMENT INC.
Plan sponsor
Name
PACIFIC CITIES MANAGEMENT INC
EIN
68-0286980
Address
11344 COLOMA RD SUITE 155 · GOLD RIVER, CA · 95670
Phone
(916) 348-1188
Industry
Real Estatesee 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
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
SCHWARTZ PLATZ AND ASSOCIATES C
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $8K | — |
Investments
23 direct securities · 1 pooled fund· $1.1M(95% 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.
Registered Investment Companies
$1.1M
23 holdings
Common Collective Trust
$2K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| ISHARES RUSSELL 1000 LRG CAP K 625 REGISTERED INVESTMENT COMPANY FID FREEDOM INDEX 2055 PREMIER | Registered Investment Companies | — | — | $200K | 17.2% | |
| FID FREE INDX 2015 PREM 256 REGISTERED INVESTMENT COMPANY FID FREEDOM INDEX 2050 PREMIER | Registered Investment Companies | — | — | $194K | 16.7% | |
| FID FREEDOM INDEX 2035 PREMIER | Registered Investment Companies | — | — | $173K | 14.9% | |
| FID FREEDOM INDEX 2030 PREMIER | Registered Investment Companies | — | — | $125K | 10.7% | |
| FID FREEDOM INDEX 2060 PREMIER | Registered Investment Companies | — | — | $117K | 10.1% | |
| FID FREEDOM INDEX 2040 PREMIER | Registered Investment Companies | — | — | $76K | 6.5% | |
| FID FREEDOM INDEX 2065 PREMIER | Registered Investment Companies | — | — | $44K | 3.8% | |
| FID FREEDOM INDEX 2025 PREMIER | Registered Investment Companies | — | — | $43K | 3.7% | |
| FID FREEDOM INDEX 2045 PREMIER | Registered Investment Companies | — | — | $34K | 2.9% | |
| FID FREEDOM INDEX 2020 PREMIER | Registered Investment Companies | — | — | $17K | 1.4% | |
| VANGUARD VALUE INDEX FUND ADMR | Registered Investment Companies | — | — | $10K | 0.9% | |
| VANGUARD GROWTH INDEX FUND ADM | Registered Investment Companies | — | — | $10K | 0.9% | |
| VANGUARD BAL IDX - ADM | Registered Investment Companies | — | — | $10K | 0.9% | |
| ISHARES MSCI EAFE INTL INDEX K | Registered Investment Companies | — | — | $7K | 0.6% | |
| STATE ST EQUITY 500 INDEX K | Registered Investment Companies | — | — | $7K | 0.6% | |
| VANGUARD EMG MKTS STK IDX ADM | Registered Investment Companies | — | — | $6K | 0.5% | |
| FID FREEDOM INDEX 2010 PREMIER | Registered Investment Companies | — | — | $5K | 0.5% | |
| ISHARES MSCI TOTAL INTL IDX K 520 REGISTERED INVESTMENT COMPANY VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $5K | 0.4% | |
| VANGUARD REAL ESTATE INDEX ADM | Registered Investment Companies | — | — | $5K | 0.4% | |
| VANGUARD INTERMEDIATE TERM BON | Registered Investment Companies | — | — | $4K | 0.4% | |
| VANGUARD SM CP GR IDX -ADMIRAL | Registered Investment Companies | — | — | $3K | 0.3% | |
| INVESCO STABLE ASSET - ADPZ INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $2K | 0.2% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $2K | 0.2% | |
| FID FREEDOM INDEX INC PREMIER | Registered Investment Companies | — | — | $1K | 0.1% |
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