Original filing (PDF)20241008092707NAL0016395121002

PACIFIC BELLS, INC.

Name: PACIFIC BELLS, INC. — PACIFIC BELLS, INC. EMPLOYEE BENEFIT PLAN, Form 5500 (2023)
Creator: PACIFIC BELLS, INC.

Form 5500

FILING_RECEIVED

PACIFIC BELLS, INC. EMPLOYEE BENEFIT PLAN

401(k) retirement plan

Active participants

8,318

Accounts w/ balance

482

Plan assets (EOY)

$19.6M

Net assets (EOY)

$19.6M

How this plan invests

This plan

25 collective trusts

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PACIFIC BELLS, INC..

Plan sponsor

Name

PACIFIC BELLS, INC.

EIN

91-1806191

Address

111 WEST 39TH STREET · VANCOUVER, WA · 98660

Phone

(360) 694-7855

Industry

Accommodation & Food Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-10-08

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)

2X · Other multiple-employer DC plan

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ANNUITY INSURANCE COMPANY	84-0467907	—	RECORDKEEPER	$41K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
APRIO MANAGEMENT LLC	—	ATLANTA, GA	INVESTMENT ADVISOR	$22K	—

TPA / Administrator

Name	EIN	Location	Relation	Direct comp

Investments

25 pooled funds· $0(0% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.

Investment	Type	Current value	% of plan
ALLSPRING SPECIAL MID CAP VALUE A M GREAT-WEST LIFE & ANNUITY INSURANCE · EIN 84-0467907 / PN 000	Pooled Separate Account	$0	<0.1%
MFS VALUE A MUTUAL FUNDS GREAT-WEST LIFE & ANNUITY INSURANCE · EIN 84-0467907 / PN 000	Pooled Separate Account	$0	<0.1%
AMERICAN FUNDS NEW WORLD FUND R4 MU GREAT-WEST LIFE & ANNUITY INSURANCE · EIN 84-0467907 / PN 000	Pooled Separate Account	$0	<0.1%