Becky Boone signed Pacific Clinics' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Pacific Clinics' EIN is 94-2295953.
Download the official 2024 Form 5500 (PDF) for Pacific Clinics from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Pacific Clinics' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA), a self-directed brokerage window.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $156K | — |
| EMPOWER FINANCIAL SERVICES, INC | — | GREENWOOD VILLAGE, CO | NONE | $20 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
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 | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $118.2M | 93.5% | |
| MORLEY STABLE VALUE FUND PRINCIPAL TRUST COLLECTIVE TRUST · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
| — |
| GREENWOOD VILLAGE, CO |
| INVESTMENT MANAGEMENT |
| $23K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LEE CPA AUDIT GROUP | 81-4637885 | — | ACCOUNTANT | $16K | — |
