Original filing (PDF)20251010153535NAL0004377779005

Pacific Institute for Research and Evaluation Inc.

Name: Pacific Institute for Research and Evaluation Inc. — Form 5500 Plan 004 (2024)
Creator: Pacific Institute for Research and Evaluation Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Pacific Institute for Research and Evaluation Inc. Profit Sharing Plan and Trust

Defined-contribution retirement plan · Pacific Institute for Research and Evaluation Inc.'s Pacific Institute for Research and Evaluation Inc. Profit Sharing Plan and Trust held $51.5M in plan assets for 141 participants in 2024, with TIAA as recordkeeper.

Active participants

141

Accounts w/ balance

303

Plan assets (EOY)

$51.5M

Net assets (EOY)

$51.5M

People on this filing

Gary KLIG signed Pacific Institute for Research and Evaluation Inc.'s 2024 Form 5500 as plan administrator.

Gary KLIG — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Pacific Institute for Research and Evaluation Inc.'s EIN is 94-2243283.

EIN 94-2243283

Plan number 004

Plan year 2024

ACK ID 20251010153535NAL0004377779005

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Pacific Institute for Research and Evaluation Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Pacific Institute for Research and Evaluation Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PACIFIC INSTITUTE FOR RESEARCH AND EVALUATION INC..

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How this plan invests

This plan

1 pooled trust

Schedule D

54 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Helping the score

High account-holder ratio — balance-holders per active participant in the top 15% of peers (95th percentile).

Plan sponsor

Name

PACIFIC INSTITUTE FOR RESEARCH AND EVALUATION INC.

EIN

all filings

Address

4061 POWDER MILL ROAD · SUITE 350 · BELTSVILLE, MD · 207053113

Phone

(301) 755-2700

Industry

Other Services (ex. Public Admin)

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

004

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

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

GELMAN ROSENBERG & FREEDMAN

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

4 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
TIAA	13-1624203	NEW YORK, NY	NONE	$8K	—

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
NFP RETIREMENT INC	33-0905143	WESTLAKE VILLAGE, CA	NONE	$25K	—
FLEXPATH STRATEGIES LLC

Investments

54 direct securities · 1 pooled fund· $51.2M(99% 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.

Mutual Funds

$35.9M

33 holdings

Common Collective Trusts

$7.6M

7 holdings

Other securities

$6.0M

5 holdings

Pooled Separate Account

$1.1M

1 holding

Pooled Separate Accounts

$322K

1 holding

Common Stocks

$245K

6 holdings

Stable Value

$10K

Fund families in this plan

Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.

TIAA / Nuveen$39.0M State Street / SPDR$10.5M Schwab$514K BlackRock / iShares$190K American Funds (Capital Group)$94K American Century$66K JPMorgan$59K Lord Abbett$36K Nationwide$22K

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Researching more plans? Run a Form 5500 lookup by company name, EIN, or plan name.

					% of plan
TIAA Traditional Non Benefit-Responsive N/A	Mutual Funds	—	—	$9.9M	19.1%
CREF Stock R2 N/A	Mutual Funds	—	—	$5.8M	11.2%
State Street State Street Equity 500 Indx K N/A	Other securities	—	—	$5.5M	10.6%
TIAA Traditional Benefit-Responsive N/A	Mutual Funds	—	—	$5.1M	9.9%
CREF Growth R2 N/A	Mutual Funds	—	—	$4.1M	8.0%
State Street State Street Cap Eq Exus Idx K N/A	Common Collective Trusts	—	—	$3.4M	6.7%
CREF Global Equities R2 N/A	Mutual Funds	—	—	$3.3M	6.3%
CREF Social Choice R2 N/A	Mutual Funds	—	—	$2.8M	5.3%
CREF Equity Index R2 N/A	Common Collective Trusts	—	—	$2.0M	3.9%
TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004	Pooled Separate Account	—	—	$1.1M	2.2%
CREF Money Market R2 N/A	Mutual Funds	—	—	$866K	1.7%
State Street State Street Sm Md Cp Eq Idx K N/A	Common Collective Trusts	—	—	$818K	1.6%
CREF Core Bond R2 N/A	Mutual Funds	—	—	$810K	1.6%
State Street State Street Aggrgte Bnd Idx K N/A	Common Collective Trusts	—	—	$764K	1.5%
TIAA Access T-C Intl Equity T4 N/A	Mutual Funds	—	—	$520K	1.0%
Charles Schwab Treas Infl Prot Sec Idx N/A	Common Collective Trusts	—	—	$514K	1.0%
TIAA Access T-C Lrg Cap Val T4 N/A	Mutual Funds	—	—	$500K	1.0%
CREF Inflation-Linked Bond R2 N/A	Mutual Funds	—	—	$462K	0.9%
CREF Stock R4 N/A	Mutual Funds	—	—	$331K	0.6%
Symetra Life Insurance Company Separate Accounts N/A	Pooled Separate Accounts	—	—	$322K	0.6%
Alliance Bernstein Alliance Bernstein Large Cap Growth Fund Z N/A	Other securities	—	—	$287K	0.6%
TIAA Access T-C Sm Cp Bl Ix T4 N/A	Mutual Funds	—	—	$284K	0.6%
TIAA Access T-C Rl Est Sec T4 N/A	Mutual Funds	—	—	$242K	0.5%
TIAA Access T-C Sml Cap Eq T4 N/A	Mutual Funds	—	—	$227K	0.4%
iShares Developd Real Est Ix K N/A	Other securities	—	—	$190K	0.4%
TIAA Access T-C Mid Cap Val T4 N/A	Mutual Funds	—	—	$179K	0.3%
Symetra Life Insurance Company Symetra Fixed Account N/A	Common Stocks	—	—	$169K	0.3%
American Funds American Europac Growth R6 N/A	Mutual Funds	—	—	$94K	0.2%
TIAA Access T-C Lifcyc 2035 T4 N/A	Mutual Funds	—	—	$69K	0.1%
TIAA Access T-C Lifcyc 2050 T4 N/A	Mutual Funds	—	—	$66K	0.1%
American Century American Century Sm Cap Val R6 N/A	Other securities	—	—	$65K	0.1%
JP Morgan JP Morgan Equity Inc Fd Cla R6 N/A	Common Stocks	—	—	$59K	0.1%
TIAA Access T-C Lifcyc 2045 T4 N/A	Mutual Funds	—	—	$47K	<0.1%
TIAA Access T-C Lifcyc 2020 T4 N/A	Mutual Funds	—	—	$45K	<0.1%
TIAA Access T-C Bond Plus T4 N/A	Mutual Funds	—	—	$44K	<0.1%
TIAA Access T-C Lifcyc 2025 T4 N/A	Mutual Funds	—	—	$43K	<0.1%
TIAA Access T-C Lifcyc 2040 T4 N/A	Mutual Funds	—	—	$43K	<0.1%
TIAA Access T-C Lifcyc 2010 T4 N/A	Mutual Funds	—	—	$37K	<0.1%
Lord Abbett Lord Abbett Total Return R6 N/A	Mutual Funds	—	—	$36K	<0.1%
BNY Mellon BNY Mellon Stock Index Fund Initial Shares N/A	Common Collective Trusts	—	—	$31K	<0.1%
TIAA Access T-C Equity Idx T4 N/A	Common Collective Trusts	—	—	$29K	<0.1%
TIAA Access T-C Lifcyc 2055 T4 N/A	Mutual Funds	—	—	$26K	<0.1%
CREF Social Choice R4 N/A	Mutual Funds	—	—	$24K	<0.1%
TIAA Access T-C Lifcyc 2030 T4 N/A	Mutual Funds	—	—	$22K	<0.1%
TIAA Access T-C Lrg Cap Gr T4 N/A	Mutual Funds	—	—	$19K	<0.1%
TIAA Access T-C Core Equity T4 N/A	Mutual Funds	—	—	$12K	<0.1%
TIAA Stable Value N/A	Stable Value	—	—	$10K	<0.1%
Nationwide Mutual Life Insurance Company NVIT Real Estate Fund Class I N/A	Common Stocks	—	—	$7K	<0.1%
Nationwide Mutual Life Insurance Company NVIT Multi-Manager Small Company Fund Class I N/A	Common Stocks	—	—	$5K	<0.1%
Nationwide Mutual Life Insurance Company NVIT Government Money Market Fund N/A 379 * Nationwide Mutual Life Insurance Company NVIT Government Bond Fund Class I N/A	U.S. Treasuries	—	—	$4K	<0.1%

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