Diedre Mahaney signed Pacific Union Company's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Pacific Union Company's EIN is 94-2321747.
Download the official 2024 Form 5500 (PDF) for Pacific Union Company from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Pacific Union Company's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AMERICAN UNITED LIFE INSURANCE CO | 35-0145825 | — | NONE | $2K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CBIZ INVESTMENT ADVISORY | 81-3968784 | — | NONE | $0 | — |
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 | |||||
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT II AMERICAN UNITED LIFE INSURANCE CO · EIN 35-0145825 / PN 000 | Pooled Separate Account | — | — | $11.7M | 90.5% | |
| Vanguard Wellesley Income Admiral Pooled Separate Account | Pooled Separate Accounts | — | — | $2.9M | 22.3% | |
| Fidelity 500 Index Pooled Separate Account | Pooled Separate Accounts | — | — | $1.5M | 11.7% | |
| American Funds American Balanced R6 Pooled Separate Account | Pooled Separate Accounts | — | — | $687K | 5.3% | |
| Vanguard Growth Index Admiral Pooled Separate Account | Pooled Separate Accounts | — | — | $612K | 4.7% | |
| American Funds 2035 Trgt Date Ret R6 Pooled Separate Account | Pooled Separate Accounts | — | — | $596K | 4.6% | |
| Jan Hen Global Technology N Pooled Separate Account | Pooled Separate Accounts | — | — | $566K | 4.4% | |
| Vanguard Equity Income Admiral Pooled Separate Account | Pooled Separate Accounts | — | — | $455K | 3.5% | |
| Vanguard Developed Markets Index Pooled Separate Account | Pooled Separate Accounts | — | — | $452K | 3.5% | |
| American Funds 2050 Trgt Date Ret R6 Pooled Separate Account | Pooled Separate Accounts | — | — | $402K | 3.1% | |
| American Funds 2055 Trgt Date Ret R6 Pooled Separate Account | Pooled Separate Accounts | — | — | $363K | 2.8% | |
| American Funds 2030 Trgt Date Ret R6 Pooled Separate Account | Pooled Separate Accounts | — | — | $296K | 2.3% | |
| American Funds 2045 Trgt Date Ret R6 Pooled Separate Account | Pooled Separate Accounts | — | — | $260K | 2.0% | |
| American Funds 2040 Trgt Date Ret R6 Pooled Separate Account | Pooled Separate Accounts | — | — | $259K | 2.0% | |
| American Funds New Perspective R6 Pooled Separate Account | Pooled Separate Accounts | — | — | $237K | 1.8% | |
| Western Asset Core Plus Bond IS Pooled Separate Account | Pooled Separate Accounts | — | — | $236K | 1.8% | |
| Vanguard Health Care Index Admiral Pooled Separate Account | Pooled Separate Accounts | — | — | $230K | 1.8% | |
| American Funds 2010 Trgt Date Ret R6 Pooled Separate Account 200 American Funds 2020 Trgt Date Ret R6 Pooled Separate Account | Pooled Separate Accounts | — | — | $200K | 1.5% | |
| Virtus Small-Cap R6 Pooled Separate Account | Pooled Separate Accounts | — | — | $184K | 1.4% | |
| Participant Loans Interest ranging from 4.25%-9.50% | Bonds / Notes | — | — | $181K | 1.4% | |
| American Funds 2060 Trgt Date Ret R6 Pooled Separate Account | Pooled Separate Accounts | — | — | $162K | 1.3% | |
| Vanguard REIT Index Admiral Pooled Separate Account | Pooled Separate Accounts | — | — | $130K | 1.0% | |
| American Funds New World R6 Pooled Separate Account | Pooled Separate Accounts | — | — | $127K | 1.0% | |
| Vanguard Small-Cap Value Index Pooled Separate Account | Pooled Separate Accounts | — | — | $108K | 0.8% | |
| Vanguard Mid-Cap Growth Index Pooled Separate Account | Pooled Separate Accounts | — | — | $78K | 0.6% | |
| Vanguard High Yield Corp Admiral Pooled Separate Account | Pooled Separate Accounts | — | — | $65K | 0.5% | |
| American Funds 2065 Trgt Date Ret R6 Pooled Separate Account | Pooled Separate Accounts | — | — | $32K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
