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Original filing (PDF)20250829104557NAL0019181664001
PACIFIC COAST PRODUCERS
Form 5500
FILING_RECEIVED
PACIFIC COAST PRODUCERS PROFIT SHARING AND THRIFT 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
287
Accounts w/ balance
292
Plan assets (EOY)
$63.1M
Net assets (EOY)
$63.1M
How this plan invests
This plan
1 pooled trust
Schedule D
31 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (8 bps vs 16 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PACIFIC COAST PRODUCERS.
Plan sponsor
Name
PACIFIC COAST PRODUCERS
EIN
94-1748199
Address
631 NORTH CLUFF AVENUE · LODI, CA · 95240
Phone
(209) 367-6248
Industry
Agriculture, Forestry, Fishing, Huntingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-08-29
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CLA
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES,INC | 34-1479833 | — | NONE | $41K | — |
| ALLWORTH FINANCIAL, L.P. | 68-0372662 | — | NONE | $7K | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $505 | — |
Investments
21 direct securities · 1 pooled fund· $63.0M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$59.5M
21 holdings
Common Collective Trust
$3.5M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Various Self Directed Brokerage Accounts | — | — | — | $14.0M | 22.2% | |
| DFA US LARGE COMPANY Registered Investment Company | — | — | — | $10.0M | 15.8% | |
| BOND FUND OF AMERICA R6 Registered Investment Company | — | — | — | $6.1M | 9.7% | |
| Schwab U.S. Large Cap Growth Index | — | — | — | $3.6M | 5.8% | |
| MELLON STABLE VALUE FD CL M THE BANK OF NEW YORK MELLON · EIN 11-3152987 / PN 000 | Common Collective Trust | — | — | $3.5M | 5.6% | |
| DFA U.S. Large Cap Value | — | — | — | $3.4M | 5.4% | |
| Payden Strategic Income Fund SI Class | — | — | — | $2.8M | 4.5% | |
| American Funds New Perspective Fund R6 | — | — | — | $2.6M | 4.1% | |
| Payden Absolute Return Bond Fund SI Class | — | — | — | $2.3M | 3.7% | |
| Vanguard Developed Market Index Admiral | — | — | — | $2.3M | 3.7% | |
| DFA Emerging Markets Core Equity | — | — | — | $1.9M | 3.1% | |
| DFA U.S. Small Cap | — | — | — | $1.8M | 2.8% | |
| Vanguard Short-Term Investment Grade Admiral | — | — | — | $1.8M | 2.8% | |
| Vanguard Mid Cap Index Admiral | — | — | — | $1.8M | 2.8% | |
| DFA International Value Portfolio Institutional Class | — | — | — | $1.5M | 2.4% | |
| Vanguard International Growth Admiral | — | — | — | $1.0M | 1.6% | |
| Payden High Income Fund Investor Class | — | — | — | $905K | 1.4% | |
| VANGUARD INTERM TERM INV GRADM Registered Investment Company | — | — | — | $645K | 1.0% | |
| Participants Participant Loans Rates from 5.25% to 10.50% - | — | — | — | $579K | 0.9% | |
| Fidelity Select Med Tech & Devices | — | — | — | $455K | 0.7% | |
| Eaton Vance Floating-Rate Advantage Fund Class I | — | — | — | $2K | <0.1% | |
| LIMITED PARTNERSHIP Limited Partnership | — | — | — | $2K | <0.1% |
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