Original filing (PDF)20251006151755NAL0002206611001

PACIFIC UTILITIES SUPPLY CO., INC.

Name: PACIFIC UTILITIES SUPPLY CO., INC. — PACIFIC UTILITIES SUPPLY CO., INC. PROFIT SHARING/401(K) PLAN, Form 5500 (2024)
Creator: PACIFIC UTILITIES SUPPLY CO., INC.

Form 5500-SF

FILING_RECEIVED

PACIFIC UTILITIES SUPPLY CO., INC. PROFIT SHARING/401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$8.2M

Net assets (EOY)

$8.2M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PACIFIC UTILITIES SUPPLY CO., INC..

Plan sponsor

Name

PACIFIC UTILITIES SUPPLY CO., INC.

EIN

94-3057272

Address

1140 WILLOW PASS COURT · CONCORD, CA · 94520

Phone

(925) 674-1600

Industry

Wholesale Tradesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-06

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2H · Partial participant-directed accounts

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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