JOSH Blackson signed Pacific Retirement Services, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Pacific Retirement Services, Inc.'s EIN is 93-1067253.
Download the official 2024 Form 5500 (PDF) for Pacific Retirement Services, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Pacific Retirement Services, 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 |
|---|---|---|---|---|---|
| VALIC RETIREMENT SERVICES CO. | 51-0396365 | — | NONE | $341K | — |
| VARIABLE ANNUITY LIFE INSURANCE CO. | 74-1625348 | — | NONE | $2K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| VANGUARD INST IDX | Common Collective Trusts | — | — | $15.0M | 13.4% | |
| AMERFUNDS 2035 TRGT DT RETR R6 | Other securities | — | — | $11.1M | 9.9% | |
| AMERFUNDS 2045 TRGT DT RETR R6 | Other securities | — | — | $8.9M | 7.9% | |
| AMERFUNDS 2025 TRGT DT RETR R6 | Other securities | — | — | $7.7M | 6.9% | |
| VALIC Fixed Interest Option | Other securities | — | — | $7.2M | 6.4% | |
| AMERICAN 2040 TGT DT RETIRE R6 | Other securities | — | — | $7.1M | 6.4% | |
| AMERICAN 2030 TGT DT RETIRE R6 | Other securities | — | — | $6.8M | 6.1% | |
| VANGUARD TOT INTL STCK IDX ADM | Common Collective Trusts | — | — | $5.5M | 4.9% | |
| VANGUARD TOTAL BOND INDEX I | Mutual Funds | — | — | $5.5M | 4.9% | |
| VANGUARD EXTEND MARKET IDX ADM | Common Collective Trusts | — | — | $5.3M | 4.7% | |
| AMERFUNDS 2055 TRGT DT RETR R6 | Other securities | — | — | $4.9M | 4.4% | |
| AMERICAN 2050 TGT DT RETIRE R6 | Other securities | — | — | $4.3M | 3.8% | |
| AMERICAN 2020 TGT DT RETIRE R6 | Other securities | — | — | $3.7M | 3.3% | |
| T ROWE BLUE CHIP GROWTH I | Other securities | — | — | $2.5M | 2.2% | |
| JHANCOCK INTERNATIONAL GWTH I | Other securities | — | — | $2.3M | 2.1% | |
| JP MORGAN MID CAP VAL I | Other securities | — | — | $2.3M | 2.1% | |
| DELAWARE SMALL CAP CORE R6 | Other securities | — | — | $2.2M | 2.0% | |
| JP MORGAN EQUITY INCOME R6 | Other securities | — | — | $1.3M | 1.2% | |
| Participant Loans | Participant loans | — | — | $1.2M | 1.1% | |
| AMERICAN FDS NEW WORLD R6 | Other securities | — | — | $1.2M | 1.1% | |
| BLACKROCK MID CAP GRWTH EQ K | Other securities | — | — | $943K | 0.8% | |
| AMERFUNDS 2015 TRGT DT RETR R6 | Other securities | — | — | $891K | 0.8% | |
| AMERFUNDS TGT DT RET 2060 R6 | Other securities | — | — | $769K | 0.7% | |
| METROPOLITAN WEST TOT RET BD I | Other securities | — | — | $710K | 0.6% | |
| DODGE & COX INTERNATIONAL | Mutual Funds | — | — | $654K | 0.6% | |
| AMERICAN 2010 TGT DT RETIRE R6 | Other securities | — | — | $386K | 0.3% | |
| FIDELITY GOVT MMKT | Mutual Funds | — | — | $368K | 0.3% | |
| AMER FDS 2065 TGT DT RETIRE R6 | Other securities | — | — | $349K | 0.3% | |
| VALIC Fixed Account Plus | Other securities | — | — | $212K | 0.2% | |
| VALIC Short Term Fixed Account | Other securities | — | — | $121K | 0.1% | |
| STOCK INDEX FUND | Common Collective Trusts | — | — | $72K | <0.1% | |
| GS VIT GOV MONEY MKT FD INST | Cash / Money Market | — | — | $58K | <0.1% | |
| Interest bearing cash | Cash / Money Market | — | — | $47K | <0.1% | |
| MID CAP INDEX FUND | Common Collective Trusts | — | — | $46K | <0.1% | |
| MODERATE GROWTH LIFESTYLE | Other securities | — | — | $42K | <0.1% | |
| INTERNATL EQUITIES INDEX FUND | Common Collective Trusts | — | — | $39K | <0.1% | |
| VANGUARD WINDSOR II | Mutual Funds | — | — | $33K | <0.1% | |
| SMALL CAP INDEX FUND | Common Collective Trusts | — | — | $30K | <0.1% | |
| CORE BOND FUND | Other securities | — | — | $26K | <0.1% | |
| US SOCIALLY RESPONSIBLE FUND | Other securities | — | — | $23K | <0.1% | |
| EMERGING ECONOMIES | Other securities | — | — | $20K | <0.1% | |
| INFLATION PROTECTED FUND | Other securities | — | — | $15K | <0.1% | |
| MID CAP VALUE FUND | Other securities | — | — | $14K | <0.1% | |
| VANGUARD WELLINGTON FUND INC | Mutual Funds | — | — | $13K | <0.1% | |
| HIGH YIELD BOND FUND | Other securities | — | — | $12K | <0.1% | |
| SYSTEMATIC CORE FUND | Other securities | — | — | $12K | <0.1% | |
| INTL SOCIALLY RESPONSIBLE FUND | Other securities | — | — | $11K | <0.1% | |
| INTERNATIONAL VALUE FUND | Other securities | — | — | $11K | <0.1% | |
| SCIENCE & TECHNOLOGY FUND | Other securities | — | — | $11K | <0.1% | |
| SMALL CAP VALUE FUND | Other securities | — | — | $11K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
