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Original filing (PDF)20250610180731NAL0011788819001
PC SPECIALISTS, INC.
Form 5500
FILING_RECEIVED
TECHNOLOGY INTEGRATION GROUP 401(K) PLAN
401(k) retirement plan
Signals · 1
Late filing · 18.8 mo
Active participants
0
Accounts w/ balance
0
Plan assets (EOY)
$0
Net assets (EOY)
$0
How this plan invests
This plan
56 collective trusts
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
81
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
75
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Knocking points off
- Filed 18.8 months past the 10.5-month grace window.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PC SPECIALISTS, INC..
Plan sponsor
Name
PC SPECIALISTS, INC.
EIN
95-3825596
Address
10620 TREENA STREET, SUITE 300 · SAN DIEGO, CA · 92131
Phone
(858) 566-1900
Industry
Wholesale Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2022
Plan year begin
2022-01-01
Tax period
2022-12-31
Filed
2025-06-10
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
LEVINE, LOFGREN, MORRIS, ENGLEBERG
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK LIFE INSURANCE COMPANY | 01-0233346 | BUFFALO, NY | RECORDKEEPER | $1K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EP WEALTH ADVISORS LLC | — | TORRANCE, CA | INVESTMENT ADVISOR | $0 | — |
Investments
56 pooled funds· $0
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| BLACKROCK LIFEPATH INDEX 2035 JOHN HANCOCK LIFE INSURANCE · EIN 01-0233346 / PN 000 | Pooled Separate Account | $0 | — |
| BLACKROCK LIFEPATH INDEX 2065 JOHN HANCOCK LIFE INSURANCE · EIN 01-0233346 / PN 000 | Pooled Separate Account | $0 | — |
| INTL EQUITY INDEX FUND JOHN HANCOCK LIFE INSURANCE · EIN 01-0233346 / PN 000 | Pooled Separate Account | $0 | — |
| INVESCO SMALL CAP GROWTH JOHN HANCOCK LIFE INSURANCE · EIN 01-0233346 / PN 000 | Pooled Separate Account | $0 | — |
| PIMCO COMMODITY REAL RETURN JOHN HANCOCK LIFE INSURANCE · EIN 01-0233346 / PN 000 | Pooled Separate Account | $0 | — |
| REAL EST. SECURITIES FUND JOHN HANCOCK LIFE INSURANCE · EIN 01-0233346 / PN 000 | Pooled Separate Account | $0 | — |
| ROYCE OPPORTUNITY JOHN HANCOCK LIFE INSURANCE · EIN 01-0233346 / PN 000 | Pooled Separate Account | $0 | — |
| T. ROWE PRICE HEALTH SCI JOHN HANCOCK LIFE INSURANCE · EIN 01-0233346 / PN 000 | Pooled Separate Account | $0 | — |
| T. ROWE PRICE SCI & TECH JOHN HANCOCK LIFE INSURANCE · EIN 01-0233346 / PN 000 | Pooled Separate Account | $0 | — |
| VANGUARD ENERGY FUND JOHN HANCOCK LIFE INSURANCE · EIN 01-0233346 / PN 000 | Pooled Separate Account | $0 | — |
| 500 INDEX FUND JOHN HANCOCK LIFE INSURANCE · EIN 01-0233346 / PN 000 | Pooled Separate Account | $0 | — |
| BLUE CHIP GROWTH FUND JOHN HANCOCK LIFE INSURANCE · EIN 01-0233346 / PN 000 | Pooled Separate Account | $0 | — |
| MUTUAL GLOBAL DISCOVERY JOHN HANCOCK LIFE INSURANCE · EIN 01-0233346 / PN 000 | Pooled Separate Account | $0 | — |
| MID CAP INDEX FUND JOHN HANCOCK LIFE INSURANCE · EIN 01-0233346 / PN 000 | Pooled Separate Account | $0 | — |
| BLACKROCK LIFEPATH INDEX 2030 JOHN HANCOCK LIFE INSURANCE · EIN 01-0233346 / PN 000 | Pooled Separate Account | $0 | — |
| OPPENHEIMER INTL GROWTH FUND JOHN HANCOCK LIFE INSURANCE · EIN 01-0233346 / PN 000 | Pooled Separate Account | $0 | — |
| TOTAL STOCK MARKET INDEX FUND JOHN HANCOCK LIFE INSURANCE · EIN 01-0233346 / PN 000 | Pooled Separate Account | $0 | — |
| WASHINGTON MUTUAL INVESTORS JOHN HANCOCK LIFE INSURANCE · EIN 01-0233346 / PN 000 | Pooled Separate Account | $0 | — |
| AMERICAN BALANCED FUND JOHN HANCOCK LIFE INSURANCE · EIN 01-0233346 / PN 000 | Pooled Separate Account | $0 | — |
| UTILITIES FUND JOHN HANCOCK LIFE INSURANCE · EIN 01-0233346 / PN 000 | Pooled Separate Account | $0 | — |
| DFA INFLATION-PROTECTED SEC JOHN HANCOCK LIFE INSURANCE · EIN 01-0233346 / PN 000 | Pooled Separate Account | $0 | — |
| FIDELITY ADVISOR TOTAL BOND JOHN HANCOCK LIFE INSURANCE · EIN 01-0233346 / PN 000 | Pooled Separate Account | $0 | — |
| HIGH YIELD FUND JOHN HANCOCK LIFE INSURANCE · EIN 01-0233346 / PN 000 | Pooled Separate Account | $0 | — |
| T. ROWE PRICE SPECTRUM INC JOHN HANCOCK LIFE INSURANCE · EIN 01-0233346 / PN 000 | Pooled Separate Account | $0 | — |
| MONEY MARKET FUND JOHN HANCOCK LIFE INSURANCE · EIN 01-0233346 / PN 000 | Pooled Separate Account | $0 | — |
| VANGUARD SHORT-TERM FEDERAL JOHN HANCOCK LIFE INSURANCE · EIN 01-0233346 / PN 000 | Pooled Separate Account | $0 | — |
| BLACKROCK LIFEPATH INDEX 2055 JOHN HANCOCK LIFE INSURANCE · EIN 01-0233346 / PN 000 | Pooled Separate Account | $0 | — |
| JH MULTIMANAGER AGGRESSIVE LS JOHN HANCOCK LIFE INSURANCE · EIN 01-0233346 / PN 000 | Pooled Separate Account | $0 | — |
| JH MULTIMANAGER GROWTH LS JOHN HANCOCK LIFE INSURANCE · EIN 01-0233346 / PN 000 | Pooled Separate Account | $0 | — |
| JH MULTIMANAGER BALANCED LS JOHN HANCOCK LIFE INSURANCE · EIN 01-0233346 / PN 000 | Pooled Separate Account | $0 | — |
| JH MULTIMANAGER MODERATE LS JOHN HANCOCK LIFE INSURANCE · EIN 01-0233346 / PN 000 | Pooled Separate Account | $0 | — |
| JH MULTIMANAGER CONSERV LS JOHN HANCOCK LIFE INSURANCE · EIN 01-0233346 / PN 000 | Pooled Separate Account | $0 | — |
| DFA U.S. SMALL CAP FUND JOHN HANCOCK LIFE INSURANCE · EIN 01-0233346 / PN 000 | Pooled Separate Account | $0 | — |
| VANGUARD MID-CAP VALUE ETF JOHN HANCOCK LIFE INSURANCE · EIN 01-0233346 / PN 000 | Pooled Separate Account | $0 | — |
| TOTAL BOND MARKET FUND JOHN HANCOCK LIFE INSURANCE · EIN 01-0233346 / PN 000 | Pooled Separate Account | $0 | — |
| VANGUARD MID-CAP GROWTH ETF JOHN HANCOCK LIFE INSURANCE · EIN 01-0233346 / PN 000 | Pooled Separate Account | $0 | — |
| BLACKROCK LIFEPATH INDEX 2050 JOHN HANCOCK LIFE INSURANCE · EIN 01-0233346 / PN 000 | Pooled Separate Account | $0 | — |
| BLACKROCK LIFEPATH INDEX 2045 JOHN HANCOCK LIFE INSURANCE · EIN 01-0233346 / PN 000 | Pooled Separate Account | $0 | — |
| BLACKROCK LIFEPATH INDEX 2060 JOHN HANCOCK LIFE INSURANCE · EIN 81-0973398 / PN 000 | Pooled Separate Account | $0 | — |
| BLACKROCK LIFEPATH INDEX 2040 JOHN HANCOCK LIFE INSURANCE · EIN 27-5427354 / PN 000 | Pooled Separate Account | $0 | — |
| BLACKROCK LIFEPATH INDEX 2025 JOHN HANCOCK LIFE INSURANCE · EIN 27-5427197 / PN 000 | Pooled Separate Account | $0 | — |
| BLACKROCK LIFEPATH INDEX RET JOHN HANCOCK LIFE INSURANCE · EIN 27-5427510 / PN 000 | Pooled Separate Account | $0 | — |
| TEMPLETON FOREIGN SMALLER CO JOHN HANCOCK LIFE INSURANCE · EIN 94-3145390 / PN 000 | Pooled Separate Account | $0 | — |
| SELECT AA CONSERVATIVE JOHN HANCOCK LIFE INSURANCE · EIN 01-0233346 / PN 000 | Pooled Separate Account | $0 | — |
| JH MULTI-INDEX LS AGGRESSIVE JOHN HANCOCK LIFE INSURANCE · EIN 01-0233346 / PN 000 | Pooled Separate Account | $0 | — |
| JH MULTI-INDEX LS GROWTH JOHN HANCOCK LIFE INSURANCE · EIN 01-0233346 / PN 000 | Pooled Separate Account | $0 | — |
| JH MULTI-INDEX LS BALANCED JOHN HANCOCK LIFE INSURANCE · EIN 01-0233346 / PN 000 | Pooled Separate Account | $0 | — |
| JH MULTI-INDEX LS MODERATE JOHN HANCOCK LIFE INSURANCE · EIN 01-0233346 / PN 000 | Pooled Separate Account | $0 | — |
| JH MULTI-INDEX LS CONSERV JOHN HANCOCK LIFE INSURANCE · EIN 01-0233346 / PN 000 | Pooled Separate Account | $0 | — |
| VANGUARD INTERNATIONAL GROWTH JOHN HANCOCK LIFE INSURANCE · EIN 01-0233346 / PN 000 | Pooled Separate Account | $0 | — |
| INVESCO GLOBAL FUND JOHN HANCOCK LIFE INSURANCE · EIN 01-0233346 / PN 000 | Pooled Separate Account | $0 | — |
| VANGUARD TOT WLD STK INDEX ETF JOHN HANCOCK LIFE INSURANCE · EIN 01-0233346 / PN 000 | Pooled Separate Account | $0 | — |
| SELECT AA GROWTH JOHN HANCOCK LIFE INSURANCE · EIN 01-0233346 / PN 000 | Pooled Separate Account | $0 | — |
| SELECT AA BALANCED JOHN HANCOCK LIFE INSURANCE · EIN 01-0233346 / PN 000 | Pooled Separate Account | $0 | — |
| SELECT AA MODERATE JOHN HANCOCK LIFE INSURANCE · EIN 01-0233346 / PN 000 | Pooled Separate Account | $0 | — |
| OPPENHEIMER GLOBAL JOHN HANCOCK LIFE INSURANCE · EIN 01-0233346 / PN 000 | Pooled Separate Account | $0 | — |
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