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Original filing (PDF)20250826050734NAL0008232913001
PACASO
Form 5500
FILING_RECEIVED
PACASO 401(K) PLAN
401(k) retirement plan
Signals · 1
28% in single holding
Active participants
124
Accounts w/ balance
157
Plan assets (EOY)
$5.5M
Net assets (EOY)
$5.5M
How this plan invests
This plan
26 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
97
/ 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
86
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "PGIM HIGH YIELD FUND R6 606 REGISTERED INVESTMENT COMPANY FID 500 IND" is 28% of plan.
Helping the score
- Below-peer total fees (9 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PACASO.
Plan sponsor
Name
PACASO
EIN
84-4106896
Address
18 E 4TH ST, · UNIT 902 · CINCINNATI, OH · 45202
Phone
(513) 375-3430
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
2025-08-26
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
BRIXEY AND MEYER
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $5K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
Investments
26 direct securities· $5.4M(98% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| PGIM HIGH YIELD FUND R6 606 REGISTERED INVESTMENT COMPANY FID 500 IND | Registered Investment Companies | — | — | $1.5M | 27.7% | |
| FID FREE INDX 2030 IP 647 REGISTERED INVESTMENT COMPANY FID TOTAL MARKET INDEX | Registered Investment Companies | — | — | $784K | 14.3% | |
| FID INTERNATIONAL INDEX | Registered Investment Companies | — | — | $484K | 8.8% | |
| FID FREE INDX 2055 IP | Registered Investment Companies | — | — | $453K | 8.3% | |
| FID FREE INDX 2045 IP | Registered Investment Companies | — | — | $417K | 7.6% | |
| FID LARGE CAP GROWTH INDEX | Registered Investment Companies | — | — | $274K | 5.0% | |
| FID FREE INDX 2050 IP | Registered Investment Companies | — | — | $264K | 4.8% | |
| AMERICAN FUNDS NEW WORLD R6 | Registered Investment Companies | — | — | $175K | 3.2% | |
| DFA INVESTMENT GRADE PORT INST | Registered Investment Companies | — | — | $175K | 3.2% | |
| FID FREE INDX 2040 IP | Registered Investment Companies | — | — | $160K | 2.9% | |
| FID FREE INDX 2060 IP | Registered Investment Companies | — | — | $108K | 2.0% | |
| COLUMBIA DIVIDEND INCOME I3 | Registered Investment Companies | — | — | $87K | 1.6% | |
| COHEN & STEERS INST REALTY | Registered Investment Companies | — | — | $85K | 1.5% | |
| FID FREE INDX 2035 IP | Registered Investment Companies | — | — | $78K | 1.4% | |
| FID MID CAP INDEX | Registered Investment Companies | — | — | $57K | 1.0% | |
| VANGUARD TOTAL INTL BD IDX ADM | Registered Investment Companies | — | — | $51K | 0.9% | |
| AMC SMALL CAP VALUE FUND - R6 | Registered Investment Companies | — | — | $40K | 0.7% | |
| BLACKROCK MIDCAP GROWTH EQ K | Registered Investment Companies | — | — | $40K | 0.7% | |
| FID SMALL CAP INDEX | Registered Investment Companies | — | — | $28K | 0.5% | |
| VOYA SMALL CAP GROWTH R6 | Registered Investment Companies | — | — | $20K | 0.4% | |
| FID FREE INDX 2025 IP | Registered Investment Companies | — | — | $14K | 0.2% | |
| MFS MID CAP VALUE FUND - R6 | Registered Investment Companies | — | — | $13K | 0.2% | |
| AMF INFL LINKED BOND R6 | Registered Investment Companies | — | — | $13K | 0.2% | |
| FID FREE INDEX 2065 IP | Registered Investment Companies | — | — | $13K | 0.2% | |
| FIDELITY GOVT MONEY MRKT PREM | Registered Investment Companies | — | — | $8K | 0.1% | |
| JPMORGAN INTERNATIONAL EQTY R6 | Registered Investment Companies | — | — | $7K | 0.1% |
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