PCF Insurance Services of the West, LLC's EIN is 82-1368960.
Download the official 2024 Form 5500 (PDF) for PCF Insurance Services of the West, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)PCF Insurance Services of the West, LLC's plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $126K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MONARCH PLAN ADVISORS | 46-3919960 | — | ADVISOR | $31K | — |
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 | % of plan | |||||
|---|---|---|---|---|---|---|
| Blackrock Lifepath Index Retirement Mutual Fund | Other securities | — | — | $13.7M | 12.5% | |
| Fidelity 500 Index Mutual Fund | Common Collective Trusts | — | — | $12.2M | 11.1% | |
| Blackrock Lifepath Index 2045 Mutual Fund | Other securities | — | — | $9.5M | 8.7% | |
| Blackrock Lifepath Index 2035 Mutual Fund | Other securities | — | — | $9.4M | 8.7% | |
| Blackrock Lifepath Index 2030 Mutual Fund | Other securities | — | — | $6.8M | 6.2% | |
| Blackrock Lifepath Index 2040 Mutual Fund | Other securities | — | — | $6.6M | 6.0% | |
| Blackrock Lifepath Index 2050 Mutual Fund | Other securities | — | — | $6.1M | 5.6% | |
| Apex Guaranteed Fixed Interest Fund Fully Benefit-Responsive Investment Contract | Other securities | — | — | $5.9M | 5.4% | |
| JPMorgan Large Cap Growth Mutual Fund | Other securities | — | — | $5.1M | 4.6% | |
| Blackrock Lifepath Index 2055 Mutual Fund | Other securities | — | — | $3.7M | 3.4% | |
| Fidelity International Index Mutual Fund | Mutual Funds | — | — | $3.7M | 3.4% | |
| Blackrock Lifepath Index 2065 Mutual Fund | Other securities | — | — | $3.3M | 3.0% | |
| Blackrock Lifepath Index 2060 Mutual Fund | Other securities | — | — | $3.2M | 2.9% | |
| PUTNAM LARGE CAP VALUE FUND GREAT GRAY TRUST COMPANY · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $2.9M | 2.7% | |
| American Funds Bond Fund of America Mutual Fund | Mutual Funds | — | — | $2.4M | 2.2% | |
| Allspring Special Mid Cap Value Fund Mutual Fund | Other securities | — | — | $1.8M | 1.7% | |
| American Funds New Perspective Fund Mutual Fund | Mutual Funds | — | — | $1.8M | 1.7% | |
| Clearbridge Select Fund Class IS Mutual Fund | Other securities | — | — | $1.7M | 1.5% | |
| Participant Loans to participants, bearing interest from 1.75% to 9.50%. | Bonds / Notes | — | — | $1.5M | 1.4% | |
| Fidelity US Bond Index Mutual Fund | Mutual Funds | — | — | $1.3M | 1.2% | |
| MassMutual Small Cap Opps Mutual Fund | Other securities | — | — | $1.2M | 1.1% | |
| Fidelity Small Cap Index Mutual Fund | Mutual Funds | — | — | $991K | 0.9% | |
| JPMorgan U.S Equity Fund Class Mutual Fund | Other securities | — | — | $938K | 0.9% | |
| MFS Moderate Allocation Mutual Fund | Mutual Funds | — | — | $874K | 0.8% | |
| MassMutual Small Cap Growth Equity Fund Mutual Fund | Other securities | — | — | $802K | 0.7% | |
| Janus Henderson Contrarian N Fund Mutual Fund | Mutual Funds | — | — | $494K | 0.5% | |
| Hartford Schroders International Stock Mutual Fund | Other securities | — | — | $247K | 0.2% | |
| PGIM US Real Estate Fund Mutual Fund | Other securities | — | — | $246K | 0.2% | |
| BLACKROCK MID CAP EQUITY INDEX FUND GREAT GRAY TRUST COMPANY · EIN 20-3802327 / PN 003 | Common Collective Trust | — | — | $164K | 0.1% | |
| Cedar City Winery LLC Partnership Interests | Other securities | — | — | $120K | 0.1% | |
| MFS Conservative Allocation Mutual Fund | Mutual Funds | — | — | $62K | <0.1% | |
| MFS Aggressive Growth Allocation Mutual Fund | Mutual Funds | — | — | $33K | <0.1% | |
| MFS Growth Allocation Mutual Fund | Mutual Funds | — | — | $23K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| STRATEGIC ADVISORS, INC |
| 04-2654524 |
| — |
| ADVISOR |
| $5K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PENSION ASSURANCE | 30-0840934 | — | AUDITOR | $23K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| R-TECH CONSULTANTS, INC | 95-4436446 | — | OTHER SERVICES | $62K | — |
