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Original filing (PDF)20251010155209NAL0012945776001
PACIFIC LANDSCAPE MANAGEMENT, INC.
Form 5500
FILING_RECEIVED
PLM 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
490
Accounts w/ balance
130
Plan assets (EOY)
$8.2M
Net assets (EOY)
$8.2M
How this plan invests
This plan
14 pooled trusts
Schedule D
25 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 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
100
Vendor stack
80
Participation health
65
Knocking points off
- No recordkeeper disclosed on Schedule C.
- Only 27% as many balances as active participants — suggests many active employees aren't deferring.
Helping the score
- Below-peer total fees (21 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PACIFIC LANDSCAPE MANAGEMENT, INC..
Plan sponsor
Name
PACIFIC LANDSCAPE MANAGEMENT, INC.
EIN
93-1312472
Address
7997 NE WALKER ROAD · HILLSBORO, OR · 97124
Phone
(503) 648-3900
Industry
Admin Support & Waste Mgmtsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-10
Pension benefit codes
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)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
JONES & ROTH, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR INVESTMENT MANAGEMENT | 36-4317381 | — | INVESTMENT ADVISOR | $0 | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $17K | — |
Investments
12 direct securities · 14 pooled funds· $8.0M(96% 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.
Common Collective Trust
$5.9M
12 holdings
Uncategorized
$1.7M
11 holdings
Pooled Separate Account
$222K
2 holdings
Pooled Separate Accounts
$131K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| PRIN LIFETIME HYBR 2040 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $1.3M | 15.9% | |
| PRIN LIFETIME HYBR 2050 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $904K | 11.0% | |
| Vanguard 500 Index Admiral Fund Registered investment company | — | — | — | $797K | 9.7% | |
| PRIN LIFETIME HYBR 2020 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $784K | 9.5% | |
| PRIN LIFETIME HYBR 2055 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $641K | 7.8% | |
| PRIN LIFETIME HYBR 2035 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $540K | 6.5% | |
| PRIN LIFETIME HYBR 2025 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $484K | 5.9% | |
| PRIN LIFETIME HYBR 2030 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $470K | 5.7% | |
| PRIN LIFETIME HYBR 2045 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $356K | 4.3% | |
| PRIN LIFETIME HYBR 2060 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $230K | 2.8% | |
| Voya Large-Cap Growth Fund Registered investment company | — | — | — | $189K | 2.3% | |
| Vanguard Total Bond Market Index Admiral Fund Registered investment company | — | — | — | $148K | 1.8% | |
| Victory Integrity Small Cap Value R6 Fund Registered investment company | — | — | — | $132K | 1.6% | |
| s * Principal Mid Cap S&P 400 Index SA-Z Pooled separate account | Pooled Separate Accounts | — | — | $131K | 1.6% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $131K | 1.6% | |
| Vanguard Total International Stock Index Admiral Fund Registered investment company | — | — | — | $111K | 1.3% | |
| PRINIPAL STABLE VALUE Z FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $95K | 1.2% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $90K | 1.1% | |
| T. Rowe Price Overseas Stock I Registered investment company | — | — | — | $89K | 1.1% | |
| Virtus Ceredex Mid Cap Value Equity R6 Fund Registered investment company | — | — | — | $84K | 1.0% | |
| MFS Value R6 Fund Registered investment company | — | — | — | $54K | 0.7% | |
| PRINCIPAL LIFETIME HYBR INC CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $49K | 0.6% | |
| Registered investment companies Carillon Eagle Mid Cap Growth R6 Fund Registered investment company | — | — | — | $45K | 0.5% | |
| PRIN LIFETIME HYBR 2065 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $44K | 0.5% | |
| Pioneer Bond K Fund Registered investment company | — | — | — | $34K | 0.4% | |
| Conestoga Small Cap Institutional Fund Registered investment company | — | — | — | $11K | 0.1% |
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