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Original filing (PDF)20260114135031NAL0017735475001
PACIFIC COAST BUILDING PRODUCTS, INC.
Form 5500
FILING_RECEIVED
PACIFIC COAST BUILDING PRODUCTS, INC. PROFIT SHARING RETIREMENT PLAN
Defined-contribution retirement plan
Active participants
2,193
Accounts w/ balance
5,034
Plan assets (EOY)
$313.1M
Net assets (EOY)
$313.1M
How this plan invests
This plan
26 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Vendor stack
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PACIFIC COAST BUILDING PRODUCTS, INC..
Plan sponsor
Name
PACIFIC COAST BUILDING PRODUCTS, INC.
EIN
94-6103555
Address
10811 INTERNATIONAL DRIVE · RANCHO CORDOVA, CA · 95670
Phone
(916) 631-6500
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-04-01
Tax period
2025-03-31
Filed
2026-01-14
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
3D · Pre-approved plan (master / prototype / VS)
Welfare benefit codes
4B · Life Insurance
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA INSTITUTIONAL PLAN SERVICES | 04-3516284 | — | RECORDKEEPER | $276K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SAGEVIEW | 33-0818667 | — | INVESTMENT ADVISORY | $69K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CLIFTONLARSONALLEN LLP | 41-0746749 | — | ACCOUNTANT | $19K | — |
Investments
26 direct securities· $297.9M(95% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund Mutual Fund | — | — | — | $27.8M | 8.9% | |
| Harbor Capital Appreciation Fund Mutual Fund | — | — | — | $26.0M | 8.3% | |
| Dodge & Cox Stock Fund Mutual Fund | — | — | — | $25.3M | 8.1% | |
| Vanguard Total Bond Fund Mutual Fund | — | — | — | $24.7M | 7.9% | |
| PIMCO Total Return Fund Mutual Fund | — | — | — | $24.7M | 7.9% | |
| Vanguard Short Term Investment Fund Mutual Fund | — | — | — | $22.5M | 7.2% | |
| DFA International Small Company Portfolio Mutual Fund | — | — | — | $18.2M | 5.8% | |
| Vanguard Total International Bond Fund Mutual Fund | — | — | — | $16.6M | 5.3% | |
| Driehaus Emerging Markets Growth Fund Mutual Fund | — | — | — | $16.6M | 5.3% | |
| Vanguard High-Yield Corp Mutual Fund | — | — | — | $10.8M | 3.4% | |
| DFA Int'l Value Portfolio Mutual Fund | — | — | — | $9.4M | 3.0% | |
| Vanguard International Growth Mutual Fund | — | — | — | $9.4M | 3.0% | |
| DFA Global Real Estate Security Portfolio Mutual Fund | — | — | — | $9.3M | 3.0% | |
| DFA Real Estate Securities Portfolio Mutual Fund | — | — | — | $9.1M | 2.9% | |
| Fidelity International Index Mutual Fund | — | — | — | $9.1M | 2.9% | |
| Fidelity Middle Cap Index Fund Mutual Fund | — | — | — | $7.3M | 2.3% | |
| Vanguard Selected Value Mutual Fund | — | — | — | $6.8M | 2.2% | |
| Macquire Middle Cap Growth Fund Mutual Fund | — | — | — | $6.7M | 2.1% | |
| Fidelity Small Cap Index Fund Mutual Fund | — | — | — | $5.0M | 1.6% | |
| DFA U.S. Targeted Value Fund Mutual Fund | — | — | — | $4.8M | 1.5% | |
| Conestoga Small Cap Fund Mutual Fund | — | — | — | $4.4M | 1.4% | |
| Allspring Government Money Market Fund Money Market Fund | — | — | — | $1.5M | 0.5% | |
| Mass Mutual Graded premium life insurance policies | — | — | — | $997K | 0.3% | |
| Lafayette Life Level premium universal life insurance policies | — | — | — | $745K | 0.2% | |
| Mass Mutual UL Level premium universal life insurance policies | — | — | — | $105K | <0.1% | |
| Protective Level premium universal life insurance policies | — | — | — | $20K | <0.1% |