Back to filter
Original filing (PDF)20250925165639NAL0003656643001
DULCICH, INC. DBA PACIFIC SEAFOOD GROUP
Form 5500
FILING_RECEIVED
PACIFIC SEAFOOD GROUP 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
2,470
Accounts w/ balance
2,688
Plan assets (EOY)
$109.9M
Net assets (EOY)
$109.9M
How this plan invests
This plan
1 pooled trust
Schedule D
34 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
100
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- 27 bps in Schedule C fees — 166% above peer band of 10 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DULCICH, INC. DBA PACIFIC SEAFOOD GROUP.
Plan sponsor
Name
DULCICH, INC. DBA PACIFIC SEAFOOD GROUP
EIN
93-0903333
Address
16797 SE 130TH AVENUE · CLACKAMAS, OR · 970158966
Phone
(503) 905-4500
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-25
Pension benefit codes
2S · Automatic enrollment
2J · 401(k) feature
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
2E · Profit-sharing
2F · ERISA section 404(c)
2K · 401(m) arrangement
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
2R · Participant-directed brokerage (SDBA)
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $218K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAMBRIDGE INVESTMENT RESEARCH, INC | 42-1445429 | — | INVESTMENT ADVISOR | $50K | — |
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $25K | — |
Investments
34 direct securities · 1 pooled fund· $107.9M(98% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$107.9M
34 holdings
Common Collective Trust
$199
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund Registered investment company | — | — | — | $16.7M | 15.2% | |
| T. Rowe Price Retirement 2030 Fund I Registered investment company | — | — | — | $10.0M | 9.1% | |
| T. Rowe Price Retirement 2025 Fund I Registered investment company | — | — | — | $7.1M | 6.4% | |
| T. Rowe Price Retirement 2035 Fund I Registered investment company | — | — | — | $6.9M | 6.3% | |
| T. Rowe Price Retirement 2040 Fund I Registered investment company | — | — | — | $6.8M | 6.2% | |
| T. Rowe Price Retirement 2050 Fund I Registered investment company | — | — | — | $6.5M | 5.9% | |
| Alliance Bernstein Large Cap Growth Fund Registered investment company | — | — | — | $5.4M | 4.9% | |
| JP Morgan Equity Income Fund Registered investment company | — | — | — | $4.9M | 4.4% | |
| Fidelity Government Money Market Fund Money market fund | — | — | — | $4.7M | 4.3% | |
| T. Rowe Price Retirement 2045 Fund I Registered investment company | — | — | — | $4.5M | 4.1% | |
| T. Rowe Price Retirement 2055 Fund I Registered investment company | — | — | — | $4.1M | 3.7% | |
| T. Rowe Price Retirement 2060 Fund I Registered investment company | — | — | — | $3.9M | 3.6% | |
| JP Morgan Core Bond Fund Class Registered investment company | — | — | — | $3.9M | 3.6% | |
| Fidelity Mid Cap Index Fund Registered investment company | — | — | — | $3.9M | 3.5% | |
| maturing through September 2038 | — | — | — | $2.6M | 2.4% | |
| Fidelity Brokerage Account Self-directed brokerage accounts | — | — | — | $2.5M | 2.2% | |
| T. Rowe Price Retirement 2020 Fund I Registered investment company | — | — | — | $2.4M | 2.2% | |
| American Funds Europacific Growth Fund Registered investment company | — | — | — | $1.9M | 1.7% | |
| DFA U.S. Target Value Index Fund Registered investment company | — | — | — | $1.3M | 1.2% | |
| Fidelity International Index Fund Registered investment company | — | — | — | $1.2M | 1.1% | |
| MFS Mid Cap Growth Fund Registered investment company | — | — | — | $1.2M | 1.1% | |
| Blackrock High Yield Bond Investor Fund Registered investment company | — | — | — | $838K | 0.8% | |
| Fidelity Small Cap Index Fund Registered investment company | — | — | — | $833K | 0.8% | |
| Invessco Developing Markets Fund Registered investment company | — | — | — | $696K | 0.6% | |
| Allspring Special Mid Cap Value Fund Registered investment company | — | — | — | $671K | 0.6% | |
| Macquarie Small Cap Core Fund Registered investment company | — | — | — | $659K | 0.6% | |
| Fidelity U.S. Bond Fund Registered investment company | — | — | — | $524K | 0.5% | |
| Loomis Small Cap Growth Fund Registered investment company | — | — | — | $458K | 0.4% | |
| T. Rowe Price Retirement Balanced Fund I Registered investment company | — | — | — | $327K | 0.3% | |
| PIMCO International Bond Fund Registered investment company | — | — | — | $234K | 0.2% | |
| T. Rowe Price Retirement 2010 Fund I Registered investment company | — | — | — | $93K | <0.1% | |
| DFA Real Estate Securities Fund Registered investment company | — | — | — | $56K | <0.1% | |
| T. Rowe Price Retirement 2015 Fund I Registered investment company | — | — | — | $39K | <0.1% | |
| T. Rowe Price Retirement 2005 Fund I Registered investment company | — | — | — | $5K | <0.1% | |
| GALLIARD STBLE RTN C WELLS FARGO BANK, N.A. · EIN 52-2250946 / PN 001 | Common Collective Trust | — | — | $199 | <0.1% |