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Original filing (PDF)20251010153535NAL0004377779005
PACIFIC INSTITUTE FOR RESEARCH AND EVALUATION INC.
Form 5500
FILING_RECEIVED
PACIFIC INSTITUTE FOR RESEARCH AND EVALUATION INC. PROFIT SHARING PLAN AND TRUST
Defined-contribution retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
141
Accounts w/ balance
303
Plan assets (EOY)
$51.5M
Net assets (EOY)
$51.5M
How this plan invests
This plan
1 pooled trust
Schedule D
56 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.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PACIFIC INSTITUTE FOR RESEARCH AND EVALUATION INC..
Plan sponsor
Name
PACIFIC INSTITUTE FOR RESEARCH AND EVALUATION INC.
EIN
94-2243283
Address
4061 POWDER MILL ROAD · SUITE 350 · BELTSVILLE, MD · 207053113
Phone
(301) 755-2700
Industry
Other Services (ex. Public Admin)see all
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 rowsOther
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NFP RETIREMENT INC | 33-0905143 | WESTLAKE VILLAGE, CA | NONE | $25K | — |
| FLEXPATH STRATEGIES LLC | 46-4782313 | ALISO VIEJO, CA | NONE | $14K | — |
| NFP RETIREMENT INC | 33-0905143 | ALISO VIEJO, CA | — | $13K | — |
| TIAA | 13-1624203 | NEW YORK, NY | NONE | $8K | — |
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.
Uncategorized
$50.1M
54 holdings
Pooled Separate Account
$1.1M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| TIAA Traditional Non Benefit-Responsive N/A | — | — | — | $9.9M | 19.1% | |
| CREF Stock R2 N/A | — | — | — | $5.8M | 11.2% | |
| State Street State Street Equity 500 Indx K N/A | — | — | — | $5.5M | 10.6% | |
| TIAA Traditional Benefit-Responsive N/A | — | — | — | $5.1M | 9.9% | |
| CREF Growth R2 N/A | — | — | — | $4.1M | 8.0% | |
| State Street State Street Cap Eq Exus Idx K N/A | — | — | — | $3.4M | 6.7% | |
| CREF Global Equities R2 N/A | — | — | — | $3.3M | 6.3% | |
| CREF Social Choice R2 N/A | — | — | — | $2.8M | 5.3% | |
| CREF Equity Index R2 N/A | — | — | — | $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 | — | — | — | $866K | 1.7% | |
| State Street State Street Sm Md Cp Eq Idx K N/A | — | — | — | $818K | 1.6% | |
| CREF Core Bond R2 N/A | — | — | — | $810K | 1.6% | |
| State Street State Street Aggrgte Bnd Idx K N/A | — | — | — | $764K | 1.5% | |
| TIAA Access T-C Intl Equity T4 N/A | — | — | — | $520K | 1.0% | |
| Charles Schwab Treas Infl Prot Sec Idx N/A | — | — | — | $514K | 1.0% | |
| TIAA Access T-C Lrg Cap Val T4 N/A | — | — | — | $500K | 1.0% | |
| CREF Inflation-Linked Bond R2 N/A | — | — | — | $462K | 0.9% | |
| CREF Stock R4 N/A | — | — | — | $331K | 0.6% | |
| Symetra Life Insurance Company Separate Accounts N/A | — | — | — | $322K | 0.6% | |
| Alliance Bernstein Alliance Bernstein Large Cap Growth Fund Z N/A | — | — | — | $287K | 0.6% | |
| TIAA Access T-C Sm Cp Bl Ix T4 N/A | — | — | — | $284K | 0.6% | |
| TIAA Access T-C Rl Est Sec T4 N/A | — | — | — | $242K | 0.5% | |
| TIAA Access T-C Sml Cap Eq T4 N/A | — | — | — | $227K | 0.4% | |
| iShares Developd Real Est Ix K N/A | — | — | — | $190K | 0.4% | |
| TIAA Access T-C Mid Cap Val T4 N/A | — | — | — | $179K | 0.3% | |
| Symetra Life Insurance Company Symetra Fixed Account N/A | — | — | — | $169K | 0.3% | |
| American Funds American Europac Growth R6 N/A | — | — | — | $94K | 0.2% | |
| TIAA Access T-C Lifcyc 2035 T4 N/A | — | — | — | $69K | 0.1% | |
| TIAA Access T-C Lifcyc 2050 T4 N/A | — | — | — | $66K | 0.1% | |
| American Century American Century Sm Cap Val R6 N/A | — | — | — | $65K | 0.1% | |
| JP Morgan JP Morgan Equity Inc Fd Cla R6 N/A | — | — | — | $59K | 0.1% | |
| TIAA Access T-C Lifcyc 2045 T4 N/A | — | — | — | $47K | <0.1% | |
| TIAA Access T-C Lifcyc 2020 T4 N/A | — | — | — | $45K | <0.1% | |
| TIAA Access T-C Bond Plus T4 N/A | — | — | — | $44K | <0.1% | |
| TIAA Access T-C Lifcyc 2025 T4 N/A | — | — | — | $43K | <0.1% | |
| TIAA Access T-C Lifcyc 2040 T4 N/A | — | — | — | $43K | <0.1% | |
| TIAA Access T-C Lifcyc 2010 T4 N/A | — | — | — | $37K | <0.1% | |
| Lord Abbett Lord Abbett Total Return R6 N/A | — | — | — | $36K | <0.1% | |
| BNY Mellon BNY Mellon Stock Index Fund Initial Shares N/A | — | — | — | $31K | <0.1% | |
| TIAA Access T-C Equity Idx T4 N/A | — | — | — | $29K | <0.1% | |
| TIAA Access T-C Lifcyc 2055 T4 N/A | — | — | — | $26K | <0.1% | |
| CREF Social Choice R4 N/A | — | — | — | $24K | <0.1% | |
| TIAA Access T-C Lifcyc 2030 T4 N/A | — | — | — | $22K | <0.1% | |
| TIAA Access T-C Lrg Cap Gr T4 N/A | — | — | — | $19K | <0.1% | |
| TIAA Access T-C Core Equity T4 N/A | — | — | — | $12K | <0.1% | |
| TIAA Stable Value N/A | — | — | — | $10K | <0.1% | |
| Nationwide Mutual Life Insurance Company NVIT Real Estate Fund Class I N/A | — | — | — | $7K | <0.1% | |
| Nationwide Mutual Life Insurance Company NVIT Multi-Manager Small Company Fund Class I N/A | — | — | — | $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 | — | — | — | $4K | <0.1% | |
| Fidelity VIP Growth Portfolio - Initial Class N/A | — | — | — | $4K | <0.1% | |
| Nationwide Mutual Life Insurance Company NVIT Jacksonville GCAPCOR Class I N/A | — | — | — | $4K | <0.1% | |
| Fidelity VIP High Income Portfolio - Initial Class N/A 741 * Nationwide Mutual Life Insurance Company NVIT Allspring Discovery Class I N/A | — | — | — | $3K | <0.1% | |
| Nationwide Mutual Life Insurance Company NVIT BNY Mellon Dynamce U.S. Core Fund Class I N/A | — | — | — | $2K | <0.1% | |
| American Century American Century Variable Portfolio Balanced Fund I N/A | — | — | — | $1K | <0.1% |