Ellen Clare signed Pacific Storage Company's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Pacific Storage Company's EIN is 94-0745450.
Download the official 2024 Form 5500 (PDF) for Pacific Storage Company from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Pacific Storage Company'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 |
|---|---|---|---|---|---|
| FUTURE PLAN (ASCENSUS) | 82-3719843 | — | RECORDKEEPER | $18K | — |
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 | |||||
|---|---|---|---|---|---|---|
| METLIFE UTC STABLE VALUE FUND PACIFIC STORAGE COMPANY 401(K) PROFIT SHARING PLAN · EIN 94-0745450 / PN 002 | Common Collective Trust | — | — | $1.3M | 19.5% | |
| Columbia Large Cap Index Fund Institutional Class | Common Collective Trusts | — | — | $1.1M | 16.1% | |
| Dodge & Cox Income Fund Class I | Mutual Funds | — | — | $838K | 12.3% | |
| T. Rowe Price New America Growh Fund | Other securities | — | — | $697K | 10.3% | |
| MFS Value Fund Class R4 | Mutual Funds | — | — | $549K | 8.1% | |
| Carillon Eagle Mid Cap Growth Fund Class R6 | Other securities | — | — | $314K | 4.6% | |
| Dodge & Cox International Stock Fund Class I | Mutual Funds | — | — | $298K | 4.4% | |
| Vanguard Mid-Cap Value Index Fund Admiral Shares | Common Collective Trusts | — | — | $248K | 3.6% | |
| Vanguard Small Cap Value Index Fund Admiral Shares | Common Collective Trusts | — | — | $230K | 3.4% | |
| DFA Real Estate Securities Portfolio Institutional Class | Mutual Funds | — | — | $197K | 2.9% | |
| Vanguard Small-Cap Growth Index Fund Admiral Shares | Common Collective Trusts | — | — | $190K | 2.8% | |
| American Funds Capital World Growth and Income Fund Class R-6 | Mutual Funds | — | — | $134K | 2.0% | |
| American Funds New World Fund Class R-6 | Mutual Funds | — | — | $119K | 1.8% | |
| American Funds EUPAC Fund Class R-6 | Mutual Funds | — | — | $113K | 1.7% | |
| Columbia Mid Cap Index Fund Institutional Class | Common Collective Trusts | — | — | $75K | 1.1% | |
| Notes receivable from participants Interest rates ranging from 5.25% to 10.50% | Bonds / Notes | — | — | $71K | 1.0% | |
| Columbia Small Cap Index Fund Institutional Class | Common Collective Trusts | — | — | $53K | 0.8% | |
| DFA Inflation-Protected Securities Portfolio Institutional Class 478 DFA Intermediate Government Fixed Income Portfolio Institutional Class | Mutual Funds | — | — | $51K | 0.8% | |
| PIMCO Commodity Real Return Strategy Fund Administrative Class | Mutual Funds | — | — | $8K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
