David Hawthorne signed Pacific Bells, Inc.'s 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Pacific Bells, Inc.'s EIN is 91-1806191.
Download the official 2023 Form 5500 (PDF) for Pacific Bells, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Pacific Bells, Inc.'s plan includes profit-sharing, 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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | 84-0467907 | — | RECORDKEEPER | $41K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| APRIO MANAGEMENT LLC | — | ATLANTA, GA | INVESTMENT ADVISOR | $22K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Ishares U.S. Aggregate Bond Index K Mutual Fund | Other securities | — | — | $3.8M | 19.3% | |
| Ishares Msci Total International Index K Mutual Fund | Other securities | — | — | $2.9M | 14.9% | |
| Ishares S&P 500 Index K Mutual Fund | Common Collective Trusts | — | — | $2.2M | 11.4% | |
| Mfs Growth A Mutual Fund | Mutual Funds | — | — | $1.2M | 6.1% | |
| Mfs Core Equity A Mutual Fund | Mutual Funds | — | — | $1.2M | 6.0% | |
| Blackrock Inflation Protected Bond Inv A Mutual Fund | Other securities | — | — | $952K | 4.9% | |
| American Funds New World Fund R4 Mutual Fund | Mutual Funds | — | — | $864K | 4.4% | |
| Ishares Russell Mid-Cap Index K Mutual Fund | Other securities | — | — | $806K | 4.1% | |
| Ei Fixed Account - Series Class I Guaranteed Investment Contract | Stable Value | — | — | $745K | 3.8% | |
| Blackrock High Yield Bond Inv A Mutual Fund | Other securities | — | — | $720K | 3.7% | |
| Mfs Value A Mutual Fund | Mutual Funds | — | — | $716K | 3.7% | |
| American Funds American Mutual R4 Mutual Fund | Mutual Funds | — | — | $653K | 3.3% | |
| Allspring Special Mid Cap Value A Mutual Fund | Other securities | — | — | $587K | 3.0% | |
| Ishares Russell 2000 Small-Cap Index K Mutual Fund | Common Collective Trusts | — | — | $580K | 3.0% | |
| Neuberger Berman Mid Cap Growth A Mutual Fund | Other securities | — | — | $462K | 2.4% | |
| Franklin Small Cap Value Fund A Mutual Fund | Mutual Funds | — | — | $415K | 2.1% | |
| Neuberger Berman Real Estate A Mutual Fund | Other securities | — | — | $396K | 2.0% | |
| Columbia Small Cap Growth A Mutual Fund | Other securities | — | — | $178K | 0.9% | |
| Blackrock Strategic Global Bond Inv A Mutual Fund ** 379 * Clearbridge Small Cap Growth A Mutual Fund | Other securities | — | — | $167K | 0.9% | |
| Invesco Global A Mutual Fund | Mutual Funds | — | — | $32K | 0.2% | |
| Pimco Commoditiesplus Strategy A Mutual Fund | Mutual Funds | — | — | $12K | <0.1% | |
| Invesco Core Plus Bond A Mutual Fund | Mutual Funds | — | — | $3K | <0.1% | |
| Pimco Income A Mutual Fund | Mutual Funds | — | — | $2K | <0.1% | |
| Victory Trivalent Int Small-Cap A Mutual Fund | Other securities | — | — | $2K | <0.1% | |
| 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% | |
| BLACKROCK HIGH YIELD BOND INV A MUT GREAT-WEST LIFE & ANNUITY INSURANCE · EIN 84-0467907 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| BLACKROCK INFLATION PROTECTED BOND GREAT-WEST LIFE & ANNUITY INSURANCE · EIN 84-0467907 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| BLACKROCK STRATEGIC GLOBAL BOND INV GREAT-WEST LIFE & ANNUITY INSURANCE · EIN 84-0467907 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| BLACKROCK US GOVERNMENT BOND INV A GREAT-WEST LIFE & ANNUITY INSURANCE · EIN 84-0467907 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| AMERICAN FUNDS AMERICAN MUTUAL R4 M GREAT-WEST LIFE & ANNUITY INSURANCE · EIN 84-0467907 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| COLUMBIA SMALL CAP GROWTH A MUTUAL GREAT-WEST LIFE & ANNUITY INSURANCE · EIN 84-0467907 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| FRANKLIN SMALL CAP VALUE FUND A MUT GREAT-WEST LIFE & ANNUITY INSURANCE · EIN 84-0467907 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| INVESCO CORE PLUS BOND A MUTUAL FUN GREAT-WEST LIFE & ANNUITY INSURANCE · EIN 84-0467907 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| INVESCO GLOBAL A MUTUAL FUNDS GREAT-WEST LIFE & ANNUITY INSURANCE · EIN 84-0467907 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| ISHARES MSCI TOTAL INTERNATIONAL IN GREAT-WEST LIFE & ANNUITY INSURANCE · EIN 84-0467907 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| ISHARES RUSSELL 2000 SMALL-CAP INDE GREAT-WEST LIFE & ANNUITY INSURANCE · EIN 84-0467907 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| ISHARES RUSSELL MID-CAP INDEX K MUT GREAT-WEST LIFE & ANNUITY INSURANCE · EIN 84-0467907 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| ISHARES S&P 500 INDEX K MUTUAL FUND GREAT-WEST LIFE & ANNUITY INSURANCE · EIN 84-0467907 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| ISHARES U.S. AGGREGATE BOND INDEX K GREAT-WEST LIFE & ANNUITY INSURANCE · EIN 84-0467907 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| MFS CORE EQUITY A MUTUAL FUNDS GREAT-WEST LIFE & ANNUITY INSURANCE · EIN 84-0467907 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| MFS GROWTH A MUTUAL FUNDS GREAT-WEST LIFE & ANNUITY INSURANCE · EIN 84-0467907 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| VICTORY TRIVALENT INT SMALL-CAP A M GREAT-WEST LIFE & ANNUITY INSURANCE · EIN 84-0467907 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| NEUBERGER BERMAN MID CAP GROWTH A M GREAT-WEST LIFE & ANNUITY INSURANCE · EIN 84-0467907 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| NEUBERGER BERMAN REAL ESTATE A MUTU GREAT-WEST LIFE & ANNUITY INSURANCE · EIN 84-0467907 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PIMCO COMMODITIESPLUS STRATEGY A MU GREAT-WEST LIFE & ANNUITY INSURANCE · EIN 84-0467907 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PIMCO INCOME A MUTUAL FUNDS GREAT-WEST LIFE & ANNUITY INSURANCE · EIN 84-0467907 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| CLEARBRIDGE SMALL CAP GROWTH A MUTU GREAT-WEST LIFE & ANNUITY INSURANCE · EIN 84-0467907 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NOVA 401(K) ASSOCIATES | 20-1181458 | — | THIRD PARTY ADMINISTRATOR | $26K | — |
