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Original filing (PDF)20250904091948NAL0009612627001
PACIFIC AG RENTALS, LLC
Form 5500
FILING_RECEIVED
PACIFIC AG RENTALS, LLC 401(K) PLAN
401(k) retirement plan
Signals · 2
38% in single holding~85 bps in Sched C fees
Active participants
249
Accounts w/ balance
163
Plan assets (EOY)
$6.7M
Net assets (EOY)
$6.7M
How this plan invests
This plan
12 pooled trusts
Schedule D
11 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
84
/ 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
100
Concentration risk
81
Total plan cost
65
Vendor stack
100
Participation health
80
Knocking points off
- Top holding "[DFE: BLACKROCK LIFEPATH INDEX 2040 FUND (extraction pending)]" is 38% of plan.
- 85 bps in Schedule C fees — 63% above peer band of 52 bps.
- 65% balance-to-active ratio — below typical for a healthy 401(k).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PACIFIC AG RENTALS, LLC.
Plan sponsor
Name
PACIFIC AG RENTALS, LLC
EIN
77-0559618
Address
820 PARK ROW, #686 · SALINAS, CA · 93901
Phone
(831) 754-8815
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
2025-09-04
Pension benefit codes
2A · Age/service weighted or new comparability
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)
Auditor
CLIFTON LARSON ALLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $17K | — |
Broker
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | — | SAN RAFAEL, CA | BROKER | $14K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| QUINTES ADMINISTRATIVE AND INSUR | — | WATSONVILLE, CA | CONTRACT ADMIN | $8K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LARSON ALLEN LLP | — | OAK BROOK, IL | PLAN AUDITOR | $18K | — |
Investments
12 pooled funds· $4.9M(74% 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.
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| BLACKROCK LIFEPATH IDX 2040 EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA · EIN 26-3770208 / PN 151 | Common Collective Trust | — | — | $1.9M | 28.4% | |
| BLACKROCK LIFEPATH IDX 2045 EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA · EIN 26-3770058 / PN 150 | Common Collective Trust | — | — | $1.1M | 16.8% | |
| BLACKROCK LIFEPATH IDX 2055 EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA · EIN 46-3302432 / PN 178 | Common Collective Trust | — | — | $628K | 9.4% | |
| BLACKROCK LIFEPATH IDX 2060 EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA · EIN 47-2700166 / PN 158 | Common Collective Trust | — | — | $337K | 5.0% | |
| BLACKROCK LIFEPATH IDX 2050 EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA · EIN 26-3763061 / PN 149 | Common Collective Trust | — | — | $335K | 5.0% | |
| BLACKROCK LIFEPATH IDX 2035 EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA · EIN 26-3770263 / PN 152 | Common Collective Trust | — | — | $295K | 4.4% | |
| BLACKROCK LIFEPATH IDX 2030 EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA · EIN 26-3770302 / PN 153 | Common Collective Trust | — | — | $226K | 3.4% | |
| BLACKROCK LIFEPATH IDX RETIRE EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA · EIN 26-3773846 / PN 157 | Common Collective Trust | — | — | $48K | 0.7% | |
| BLACKROCK LIFEPATH IDX 2065 EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA · EIN 38-4126295 / PN 000 | Common Collective Trust | — | — | $39K | 0.6% | |
| MFS MID CAP VALUE FUND CL 2W EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA · EIN 38-4139822 / PN 000 | Common Collective Trust | — | — | $12K | 0.2% | |
| JANUS HENDERSON ENTERP CF EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA · EIN 38-7289853 / PN 001 | Common Collective Trust | — | — | $4K | <0.1% | |
| BLACKROCK LIFEPATH IDX 2025 EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA · EIN 26-3773730 / PN 154 | Common Collective Trust | — | — | $0 | <0.1% |
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