Christine Cesena signed Pacific Coast Producers' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Pacific Coast Producers' EIN is 94-1748199.
Download the official 2024 Form 5500 (PDF) for Pacific Coast Producers from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Pacific Coast Producers' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES,INC | 34-1479833 | — | NONE | $41K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALLWORTH FINANCIAL, L.P. | 68-0372662 | — | NONE | $7K | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Various Self Directed Brokerage Accounts | Self-Directed Brokerage | — | — | $14.0M | 22.2% | |
| DFA US LARGE COMPANY Registered Investment Company | Mutual Funds | — | — | $10.0M | 15.8% | |
| BOND FUND OF AMERICA R6 Registered Investment Company | Common Stocks | — | — | $6.1M | 9.7% | |
| Schwab U.S. Large Cap Growth Index | Mutual Funds | — | — | $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 | Mutual Funds | — | — | $3.4M | 5.4% | |
| Payden Strategic Income Fund SI Class | Other securities | — | — | $2.8M | 4.5% | |
| American Funds New Perspective Fund R6 | Mutual Funds | — | — | $2.6M | 4.1% | |
| Payden Absolute Return Bond Fund SI Class | Other securities | — | — | $2.3M | 3.7% | |
| Vanguard Developed Market Index Admiral | Mutual Funds | — | — | $2.3M | 3.7% | |
| DFA Emerging Markets Core Equity | Mutual Funds | — | — | $1.9M | 3.1% | |
| DFA U.S. Small Cap | Mutual Funds | — | — | $1.8M | 2.8% | |
| Vanguard Short-Term Investment Grade Admiral | Mutual Funds | — | — | $1.8M | 2.8% | |
| Vanguard Mid Cap Index Admiral | Mutual Funds | — | — | $1.8M | 2.8% | |
| DFA International Value Portfolio Institutional Class | Mutual Funds | — | — | $1.5M | 2.4% | |
| Vanguard International Growth Admiral | Mutual Funds | — | — | $1.0M | 1.6% | |
| Payden High Income Fund Investor Class | Other securities | — | — | $905K | 1.4% | |
| Vanguard Intermediate-Term Investment Grade Fund | Mutual Funds | — | — | $645K | 1.0% | |
| Participants Participant Loans Rates from 5.25% to 10.50% - | Bonds / Notes | — | — | $579K | 0.9% | |
| Fidelity Select Med Tech & Devices | Mutual Funds | — | — | $455K | 0.7% | |
| Eaton Vance Floating-Rate Advantage Fund Class I | Common Stocks | — | — | $2K | <0.1% | |
| LIMITED PARTNERSHIP Limited Partnership | Other securities | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| NONE |
| $505 |
| — |
