Barbara Smith signed Pacific Service Credit Union's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Pacific Service Credit Union's EIN is 94-6061277.
Download the official 2024 Form 5500 (PDF) for Pacific Service Credit Union from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Pacific Service Credit Union's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| DESTINATION WEALTH MANAGEMENT | 56-2326959 | — | NONE | $27K | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $34 | — |
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 | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund Mutual Fund | Common Collective Trusts | — | — | $7.6M | 21.9% | |
| PCRA Self-Directed Brokerage Account | Self-Directed Brokerage | — | — | $4.0M | 11.5% | |
| MFS Mid Cap Value Fund Mutual Fund | Mutual Funds | — | — | $2.4M | 6.9% | |
| LARGE CAP GROWTH FUND III CL I1 GREAT GRAY TRUST COMPANY · EIN 38-4139848 / PN 626 | Common Collective Trust | — | — | $2.4M | 6.8% | |
| Standard Stable Asset Fund 2 Insurance Company General Account | Common Stocks | — | — | $2.4M | 6.8% | |
| BlackRock LifePath Index 2040 Fund Mutual Fund | Other securities | — | — | $2.1M | 5.9% | |
| Self-Directed Brokerage Accounts Unit Investment Trusts | Self-Directed Brokerage | — | — | $1.7M | 4.9% | |
| BlackRock LifePath Index 2030 Fund Mutual Fund | Other securities | — | — | $1.7M | 4.8% | |
| Self-Directed Brokerage Accounts Common Stock | Self-Directed Brokerage | — | — | $1.4M | 4.1% | |
| BLACKROCK LIFEPATH IDX RTRMT K Registered Investment Company | Common Collective Trusts | — | — | $1.4M | 4.0% | |
| BlackRock LifePath Index 2050 Fund Mutual Fund | Other securities | — | — | $1.3M | 3.8% | |
| BlackRock LifePath Index 2045 Fund Mutual Fund | Other securities | — | — | $1.2M | 3.4% | |
| WLMGT TR CIT CORE BOND FUND GREAT GRAY TRUST COMPANY · EIN 82-1986152 / PN 325 | Common Collective Trust | — | — | $1.1M | 3.1% | |
| BlackRock LifePath Index 2035 Fund Mutual Fund | Other securities | — | — | $968K | 2.8% | |
| INTL EQUITY FUND CLASS I1 GREAT GRAY TRUST COMPANY · EIN 38-4139853 / PN 631 | Common Collective Trust | — | — | $887K | 2.6% | |
| Principal Strategic Asset Management Growth Fund Mutual Fund | Other securities | — | — | $798K | 2.3% | |
| FIDELITY MID CAP INDEX Registered Investment Company | Mutual Funds | — | — | $767K | 2.2% | |
| Schwab Small Cap Index Fund Mutual Fund | Common Collective Trusts | — | — | $745K | 2.1% | |
| Self-Directed Brokerage Accounts Mutual Funds/Exchange Traded Funds | Self-Directed Brokerage | — | — | $672K | 1.9% | |
| WILMGT TR CIT LARGE CAP VALUE FD GREAT GRAY TRUST COMPANY · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $666K | 1.9% | |
| SMALL CAP GROWTH FUND II I1 GREAT GRAY TRUST COMPANY · EIN 38-4126288 / PN 592 | Common Collective Trust | — | — | $497K | 1.4% | |
| maturing through January 2030 | Other securities | — | — | $481K | 1.4% | |
| BlackRock LifePath Index 2055 Fund Mutual Fund | Other securities | — | — | $472K | 1.4% | |
| Self-Directed Brokerage Accounts Cash | Self-Directed Brokerage | — | — | $186K | 0.5% | |
| PIMCO International Bond Fund (JS Dollar Hedged) Mutual Fund | Mutual Funds | — | — | $151K | 0.4% | |
| Schwab International Index Fund Mutual Fund | Common Collective Trusts | — | — | $138K | 0.4% | |
| JPMorgan Emerging Markets Equity Fund Mutual Fund | Other securities | — | — | $136K | 0.4% | |
| BlackRock LifePath Index 2060 Fund Mutual Fund | Other securities | — | — | $123K | 0.4% | |
| BlackRock Russell 1000 Index Fund Common/Collective Trust | Common Collective Trusts | — | — | $113K | 0.3% | |
| WT CIT BLKRCK RUSL 1000 IND FD GREAT GRAY TRUST COMPANY · EIN 20-3802223 / PN 002 | Common Collective Trust | — | — | $113K | 0.3% | |
| PGIM High Yield Fund Mutual Fund | Other securities | — | — | $92K | 0.3% | |
| WT CIT BR MSCI ACWI EX-U.S. INX FD GREAT GRAY TRUST COMPANY · EIN 81-1950980 / PN 013 | Common Collective Trust | — | — | $62K | 0.2% | |
| Boston Partners Small Cap Value Fund Mutual Fund | Other securities | — | — | $48K | 0.1% | |
| Wilmington Trust International Stock Fund Common/Collective Trust | Common Collective Trusts | — | — | $27K | <0.1% | |
| WILMGT TR CIT INTL STOCK FD GREAT GRAY TRUST COMPANY · EIN 82-2436292 / PN 342 | Common Collective Trust | — | — | $27K | <0.1% | |
| BlackRock LifePath Index 2065 Fund Mutual Fund | Other securities | — | — | $23K | <0.1% | |
| WILMGT TR CIT LARGE CAP GROWTH FD GREAT GRAY TRUST COMPANY · EIN 82-4435820 / PN 375 | Common Collective Trust | — | — | $22K | <0.1% | |
| WILMGT TR CIT SMALL C GROWTH FDII GREAT GRAY TRUST COMPANY · EIN 38-4126288 / PN 592 | Common Collective Trust | — | — | $9K | <0.1% | |
| WILMGT TR CIT SMALL CAP VALUE FDII GREAT GRAY TRUST COMPANY · EIN 38-4126250 / PN 554 | Common Collective Trust | — | — | $8K | <0.1% | |
| BLACKROCK DEVELOPED REAL ESTATE IND GREAT GRAY TRUST COMPANY · EIN 38-4065314 / PN 411 | Common Collective Trust | — | — | $7K | <0.1% | |
| BlackRock US Debt Index Fund Common/Collective Trust | Common Collective Trusts | — | — | $5K | <0.1% | |
| WT CIT BLKRCK U.S. DEBT IND FD GREAT GRAY TRUST COMPANY · EIN 20-3802445 / PN 010 | Common Collective Trust | — | — | $5K | <0.1% | |
| CORE PLUS BOND FUND CL I1 GREAT GRAY TRUST COMPANY · EIN 38-4116854 / PN 515 | Common Collective Trust | — | — | $3K | <0.1% | |
| BLACKROCK U.S. TIPS INDEX FUND GREAT GRAY TRUST COMPANY · EIN 38-4116835 / PN 510 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
