Sean CARY signed Pacific Excavation, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Pacific Excavation, Inc.'s EIN is 93-1267825.
Download the official 2024 Form 5500 (PDF) for Pacific Excavation, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Pacific Excavation, 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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $22K | — |
| ASCENSUS | 82-3719843 | — | CONTRACT ADMINISTRATOR | $5K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILSHIRE ADVISORS LLC |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| FLEXPATH INX+MOD 2055 GREAT GRAY TRUST COMPANY · EIN 47-3188067 / PN 238 | Common Collective Trust | — | — | $972K | 39.3% | |
| FLEXPATH STRATEGIES MOD 2035 R3 WILMINGTON TRUST CO. · EIN 47-3002484 / PN 232 | Common Collective Trust | — | — | $707K | 28.6% | |
| FLEXPATH STRATEGIES MOD 2045 R3 WILMINGTON TRUST CO. · EIN 47-3071639 / PN 235 | Common Collective Trust | — | — | $438K | 17.7% | |
| Participant loans Interest rate of 5.25% - 10.50% - | Bonds / Notes | — | — | $186K | 7.5% | |
| FLEXPATH IDX+CON 2045 R3 GREAT GRAY TRUST COMPANY · EIN 47-3144367 / PN 236 | Common Collective Trust | — | — | $41K | 1.6% | |
| FLEXPATH IDX+AGG 2055 R3 GREAT GRAY TRUST COMPANY · EIN 47-3170652 / PN 237 | Common Collective Trust | — | — | $41K | 1.6% | |
| FLEXPATH STRATEGIES MOD RETIRE R3 WILMINGTON TRUST CO. · EIN 47-2851418 / PN 226 | Common Collective Trust | — | — | $32K | 1.3% | |
| PRIN LGCAP S&P 500 INDEX SA-R5 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $14K | 0.6% | |
| Carillon Eagle MidCapGwth A Fd Mutual Fund | Other securities | — | — | $10K | 0.4% | |
| American Cent MdCp Val A Fd Mutual Fund | Other securities | — | — | $7K | 0.3% | |
| PRIN MID CAP S&P 400 INDEX SA-R5 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $6K | 0.3% | |
| Registered investement companies AB Large Cap Growth A Fund Mutual Fund | Other securities | — | — | $6K | 0.2% | |
| Columbia Div Income A Fund Mutual Fund | Other securities | — | — | $6K | 0.2% | |
| American Funds US Gov MM R3 Fd Mutual Fund | Mutual Funds | — | — | $2K | <0.1% | |
| PRIN SMALLCAP S&P 600 INDEX SA-R5 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $1K | <0.1% | |
| Allspring International Equity A Fund Mutual Fund | Other securities | — | — | $1K | <0.1% | |
| Hartford Core Equity R4 Fund Mutual Fund | Other securities | — | — | $1K | <0.1% | |
| PRIN GOVT & HQ BOND SA-R5 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 007 | Pooled Separate Account | — | — | $1 | <0.1% | |
| FLEXPATH STRATEGIES MOD 2025 R3 WILMINGTON TRUST CO. · EIN 47-2950747 / PN 229 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH IDX+AGG RET R3 WILMINGTON TRUST CO. · EIN 51-6521510 / PN 225 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH IDX+CON 2055 R3 GREAT GRAY TRUST COMPANY · EIN 47-3216409 / PN 239 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH IDX+AGG 2045 R3 GREAT GRAY TRUST COMPANY · EIN 47-3026996 / PN 234 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 95-2755361 |
| — |
| INVESTMENT ADVISORY |
| $0 |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL SECURITIES INC | 42-0941553 | — | OTHER SERVICES | $0 | — |
