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Original filing (PDF)20251013175809NAL0001703121001
PACIFIC LANDMARK LIMITED
Form 5500
FILING_RECEIVED
PACIFIC LANGHAM 401(K) PLAN
401(k) retirement plan
Active participants
1,396
Accounts w/ balance
969
Plan assets (EOY)
$50.9M
Net assets (EOY)
$50.9M
How this plan invests
This plan
32 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
88
/ 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
65
Vendor stack
100
Participation health
80
Knocking points off
- 35 bps in Schedule C fees — 118% above peer band of 16 bps.
- 69% balance-to-active ratio — below typical for a healthy 401(k).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PACIFIC LANDMARK LIMITED.
Plan sponsor
Name
PACIFIC LANDMARK LIMITED
EIN
94-3287553
Address
58 TEHAMA STREET · SAN FRANCISCO, CA · 94105
Phone
(415) 780-7303
Industry
Real Estatesee 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
2025-10-13
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
HEDMAN PARTNERS LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $87K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MMA SECURITIES LLC | — | NEW YORK, NY | INVESTMENT ADVISOR | $90K | — |
Investments
32 direct securities· $50.8M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2040 Inv Mutual Fund - | — | — | — | $6.6M | 13.0% | |
| Fidelity 500 Index Mutual Fund - | — | — | — | $5.9M | 11.7% | |
| Vanguard Target Retirement 2050 Inv Mutual Fund - | — | — | — | $4.9M | 9.6% | |
| Vanguard Target Retirement 2030 Inv Mutual Fund - | — | — | — | $4.5M | 8.9% | |
| Vanguard Target Retirement 2035 Inv Mutual Fund - | — | — | — | $3.9M | 7.8% | |
| Vanguard Target Retirement 2020 Inv Mutual Fund - | — | — | — | $3.3M | 6.4% | |
| Goldman Sachs Large Cap Growth Insights Fund Mutual Fund - | — | — | — | $3.0M | 5.8% | |
| Vanguard Target Retirement 2045 Inv Mutual Fund - | — | — | — | $2.3M | 4.6% | |
| Key Guaranteed Portfolio Fund Guaranteed Investment Contract - | — | — | — | $2.1M | 4.1% | |
| Vanguard Target Retirement 2055 Inv Mutual Fund - | — | — | — | $1.6M | 3.1% | |
| Fidelity Mid Cap Index Mutual Fund - | — | — | — | $1.5M | 2.9% | |
| Vanguard Target Retirement 2025 Inv Mutual Fund - | — | — | — | $1.3M | 2.5% | |
| Notes receivable from participants 5.25% - 10.5% - | — | — | — | $1.3M | 2.5% | |
| Vanguard Target Retirement 2060 Inv Mutual Fund - | — | — | — | $1.0M | 2.0% | |
| Vanguard Developed Markets Index Admiral Fund Mutual Fund - | — | — | — | $916K | 1.8% | |
| Janus Henderson Triton Fund N Mutual Fund - | — | — | — | $843K | 1.7% | |
| American Funds New Perspective R6 Mutual Fund - | — | — | — | $796K | 1.6% | |
| Fidelity Advisor Small Cap Value Z Fund Mutual Fund - | — | — | — | $645K | 1.3% | |
| Victory Sycamore Established Value Fund I Mutual Fund - | — | — | — | $583K | 1.1% | |
| MFS Value Fund R6 Mutual Fund - | — | — | — | $553K | 1.1% | |
| Blackrock Total Return Fund K Mutual Fund - | — | — | — | $487K | 1.0% | |
| Vanguard Target Retirement Income Investment Fund Mutual Fund - | — | — | — | $461K | 0.9% | |
| Empower Short Duration Bond Institutional Fund Mutual Fund - | — | — | — | $407K | 0.8% | |
| Cohen & Steers Realty Income Z Mutual Fund - | — | — | — | $314K | 0.6% | |
| Buffalo International Institutional Fund Mutual Fund - | — | — | — | $314K | 0.6% | |
| MFS International Intrinsic Value Fund R6 Mutual Fund - | — | — | — | $289K | 0.6% | |
| Hartford Core Equity R6 Mutual Fund - | — | — | — | $268K | 0.5% | |
| Fidelity Small Cap Index Mutual Fund - | — | — | — | $248K | 0.5% | |
| Blackrock Emerging Markets Fund K Mutual Fund - | — | — | — | $204K | 0.4% | |
| Mass Mutual Select Mid Cap Growth I Mutual Fund - | — | — | — | $144K | 0.3% | |
| Fidelity Inflation Protected Bond Index Mutual Fund - | — | — | — | $67K | 0.1% | |
| American Funds Capital World Bond Fund R6 Mutual Fund - | — | — | — | $43K | <0.1% |
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