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Original filing (PDF)20251014154510NAL0006653106003
PACHULSKI STANG ZIEHL & JONES LLP
Form 5500
FILING_RECEIVED
PACHULSKI STANG ZIEHL & JONES LLP PROFIT SHARING PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
111
Accounts w/ balance
138
Plan assets (EOY)
$148.2M
Net assets (EOY)
$148.2M
How this plan invests
This plan
1 pooled trust
Schedule D
52 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (7 bps vs 10 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PACHULSKI STANG ZIEHL & JONES LLP.
Plan sponsor
Name
PACHULSKI STANG ZIEHL & JONES LLP
EIN
95-3823150
Address
10100 SANTA MONICA BOULEVARD · 13TH FLOOR · LOS ANGELES, CA · 90067
Phone
(310) 277-6910
Industry
Law Offices· Professional & Technical Servicessee 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
2025-10-14
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2S · Automatic enrollment
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
PENSION ASSURANCE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsOther
5| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SIGNATURE ESTATE & INVESTMENT | 95-4806910 | — | NONE | $43K | — |
| VICTORIA CAPITAL MANAGEMENT IN | 01-0650835 | — | NONE | $22K | — |
| CAPFINANCIAL PARTNERS LLC | 26-0058143 | — | NONE | $17K | — |
| BEACON POINTE ADVISORS LLC | 27-0636826 | — | NONE | $16K | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $3K | — |
Investments
38 direct securities · 1 pooled fund· $154.0M(100% of reported assets)
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.
Uncategorized
$150.2M
38 holdings
Common Collective Trust
$3.8M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Brokerage Securities Participant-Directed Brokerage Accounts | — | — | — | $58.6M | 39.5% | |
| Vanguard Growth Index Fund Institutional Shares | — | — | — | $14.1M | 9.5% | |
| Schwab Funds Schwab S&P 500 Index Fund | — | — | — | $10.9M | 7.3% | |
| AMERICAN BEACON LG CP VAL R5 Registered Investment Company | — | — | — | $7.5M | 5.0% | |
| Dodge & Cox Dodge & Cox Income Fund Class I | — | — | — | $7.2M | 4.9% | |
| Fidelity Investments Fidelity U.S. Bond Index Fund | — | — | — | $4.1M | 2.8% | |
| JPMorgan SmartRetirement Blend 2030 Fund Class R6 | — | — | — | $4.0M | 2.7% | |
| Dimensional Fund Advisors DFA U.S. Small Cap Portfolio Institutional Class | — | — | — | $3.8M | 2.6% | |
| MORLEY STABLE VALUE FUND MORLEY STABLE VALUE FUND · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $3.8M | 2.6% | |
| JPM SMARTRET BLEND 2035 R6 Registered Investment Company | — | — | — | $3.0M | 2.0% | |
| Principal Funds Principal MidCap S&P 400 Index Fund Institutional | — | — | — | $2.9M | 1.9% | |
| PRINCIPAL MCAP S&P400 IDX INST Registered Investment Company | — | — | — | $2.9M | 1.9% | |
| Vanguard International Growth Fund Admiral Shares | — | — | — | $2.6M | 1.8% | |
| JPMorgan SmartRetirement Blend 2020 Fund Class R6 | — | — | — | $2.3M | 1.5% | |
| JPMorgan SmartRetirement Blend 2045 Fund Class R6 | — | — | — | $2.2M | 1.5% | |
| JPMorgan SmartRetirement Blend Income Fund Class | — | — | — | $2.0M | 1.4% | |
| JPM SMARTRET BLEND INC R6 Registered Investment Company | — | — | — | $2.0M | 1.4% | |
| Vanguard Selected Value Fund Investor Shares | — | — | — | $2.0M | 1.4% | |
| OUTSIDE ASSET - Preferred Stock Preferred Stock | — | — | — | $2.0M | 1.3% | |
| PlanMember Financial Corporation and Subsidiaries Preferred Series D Shares | — | — | — | $2.0M | 1.3% | |
| Vanguard Mid-Cap Growth Index Fund Admiral Shares | — | — | — | $1.9M | 1.2% | |
| Harbor Capital Appreciation Fund Institutional Class | — | — | — | $1.6M | 1.1% | |
| Dimensional Fund Advisors DFA Emerging Markets Portfolio Institutional Class | — | — | — | $1.6M | 1.0% | |
| Dimensional Fund Advisors DFA Large Cap International Portfolio Institutional | — | — | — | $1.5M | 1.0% | |
| JPMorgan SmartRetirement Blend 2040 Fund Class R6 | — | — | — | $1.5M | 1.0% | |
| Vanguard Cash Reserves Federal Money Market | — | — | — | $1.4M | 0.9% | |
| Vanguard Short-Term Inflation-Protected Securities | — | — | — | $885K | 0.6% | |
| PlanMember Financial Corporation and Subsidiaries Common non-voting Class B Shares | — | — | — | $766K | 0.5% | |
| OUTSIDE ASSET - Common Stock Common Stock | — | — | — | $766K | 0.5% | |
| Dodge & Cox Dodge & Cox International Stock Fund Class I | — | — | — | $550K | 0.4% | |
| DFA INTL SM COMPANY Registered Investment Company | — | — | — | $526K | 0.4% | |
| Participant Loans to participants, bearing interest rates ranging from 4.25% to 9.50% | — | — | — | $262K | 0.2% | |
| Fullerton Moore LLC Partnership Interest | — | — | — | $253K | 0.2% | |
| OUTSIDE ASSET - Partnerships | — | — | — | $251K | 0.2% | |
| JPMorgan SmartRetirement Blend 2055 Fund Class R6 | — | — | — | $238K | 0.2% | |
| JPM SMARTRET BLEND 2025 R6 Registered Investment Company | — | — | — | $207K | 0.1% | |
| Dimensional Fund Advisors DFA Real Estate Securities Portfolio Institutional Class | — | — | — | $135K | <0.1% | |
| JPM SMARTRET BLEND 2050 R6 Registered Investment Company | — | — | — | $7K | <0.1% | |
| LIMITED PARTNERSHIP Limited Partnership | — | — | — | $2K | <0.1% |