Monica Hester signed Pacaso's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Pacaso's EIN is 84-4106896.
Download the official 2024 Form 5500 (PDF) for Pacaso from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Pacaso's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $5K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| PI | % 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% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
