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PACTS HOLDINGS, INC. — PACTS HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250904092752NAL0009948099001
PACTS HOLDINGS, INC.
Form 5500
FILING_RECEIVED
PACTS HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN
Defined-contribution retirement plan
Signals · 3
85% in single holding
15% employer stock
No recordkeeper disclosed
Active participants
180
Accounts w/ balance
189
Plan assets (EOY)
$11.4M
Net assets (EOY)
$10.3M
How this plan invests
This plan
2 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
63
Total plan cost
75
Vendor stack
80
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
PACTS HOLDINGS, INC.
.
Find decision makers
Plan sponsor
Name
PACTS HOLDINGS, INC.
EIN
87-3848985
Address
1733 UNIVERSITY COMMERCIAL PLACE · CHARLOTTE, NC · 28213
Phone
(704) 372-2460
Industry
Plumbing, Heating, AC Contractors
· Construction
see 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
2E · Profit-sharing
2I · Stock bonus
2P · Leveraged ESOP
2Q · S-corporation ESOP
3H · Sponsor in controlled / affiliated group
3I · Requires investment in employer securities
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN LLP
Trustee / custodian
Service providers (Schedule C)
No Schedule C providers reported
Investments
2 direct securities
· $11.4M
(100% of reported assets)
PI
Investment
Type
Shares / units
Cost
Current value
% of plan
Unallocated
—
—
$1.0M
$9.7M
85.0%
PACTS Holdings, Inc. Common Stock 149,999.9979 Shares
—
—
$182K
$1.7M
15.0%
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Knocking points off
Top holding "Unallocated" is 85% of plan.
15% of plan in employer / sponsor stock.
No recordkeeper disclosed on Schedule C.
Helping the score
No Schedule C compensation disclosed — likely a small plan or unbundled.
—
Trustee phone
—
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