Mark Deforge signed Pacific Landscape Management, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Pacific Landscape Management, Inc.'s EIN is 93-1312472.
Download the official 2024 Form 5500 (PDF) for Pacific Landscape Management, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Pacific Landscape Management, 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 | $17K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR INVESTMENT MANAGEMENT | 36-4317381 | — | INVESTMENT ADVISOR | $0 | — |
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 | |||||
|---|---|---|---|---|---|---|
| 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 | Common Collective Trusts | — | — | $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 | Common Stocks | — | — | $189K | 2.3% | |
| Vanguard Total Bond Market Index Admiral Fund Registered investment company | Mutual Funds | — | — | $148K | 1.8% | |
| Victory Integrity Small Cap Value R6 Fund Registered investment company | Common Stocks | — | — | $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 | Mutual Funds | — | — | $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 | Common Stocks | — | — | $89K | 1.1% | |
| Virtus Ceredex Mid Cap Value Equity R6 Fund Registered investment company | Common Stocks | — | — | $84K | 1.0% | |
| MFS Value R6 Fund Registered investment company | Mutual Funds | — | — | $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 | Common Stocks | — | — | $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 | Common Stocks | — | — | $34K | 0.4% | |
| Conestoga Small Cap Institutional Fund Registered investment company | Common Stocks | — | — | $11K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
