Original filing (PDF)20250610180731NAL0011788819001

PC Specialists, Inc.

Name: PC Specialists, Inc. — Technology Integration Group, Form 5500 (2022)
Creator: PC Specialists, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Technology Integration Group 401(k) Plan

401(k) retirement plan · PC Specialists, Inc.'s Technology Integration Group 401(k) Plan filed a Form 5500 for plan year 2022, with John Hancock as recordkeeper.

Signals · 1

Late filing · 18.8 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

People on this filing

Regina Syktich signed PC Specialists, Inc.'s 2022 Form 5500 as plan administrator.

Regina Syktich — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

PC Specialists, Inc.'s EIN is 95-3825596.

EIN 95-3825596

Plan number 001

Plan year 2022

ACK ID 20250610180731NAL0011788819001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for PC Specialists, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

PC Specialists, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PC SPECIALISTS, INC..

Finding similar companies…

How this plan invests

This plan

56 pooled trusts

Schedule D

48 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 50% of scoring inputs for this filing.

Compliance & integrity

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Knocking points off

Filed 18.8 months past the 10.5-month grace window.

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Plan sponsor

Name

PC SPECIALISTS, INC.

EIN

all filings

Address

10620 TREENA STREET, SUITE 300 · SAN DIEGO, CA · 92131

Phone

(858) 566-1900

Industry

Wholesale Trade

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)

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
JOHN HANCOCK LIFE INSURANCE COMPANY	01-0233346	BUFFALO, NY	RECORDKEEPER	$1K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
EP WEALTH ADVISORS LLC	—	TORRANCE, CA	INVESTMENT ADVISOR	$0	—

Investments

48 direct securities · 56 pooled funds· $20.5M

Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.

Pooled Separate Accounts

$20.0M

46 holdings

Bonds / Notes

$279K

1 holding

Other securities

$205K

1 holding

Pooled Separate Account

56 holdings

					% of plan
JH Multi-Index LS Growth Pooled Separate Accounts -	Pooled Separate Accounts	—	—	$4.7M	23.1%
JH Multi-Index LS Balanced Pooled Separate Accounts -	Pooled Separate Accounts	—	—	$2.6M	12.9%
JH Multi-Index LS Aggressive Pooled Separate Accounts -	Pooled Separate Accounts	—	—	$1.9M	9.1%
JH 500 Index Fund Pooled Separate Accounts -	Pooled Separate Accounts	—	—	$1.2M	5.8%
JH Blue Chip Growth Fund Pooled Separate Accounts -	Pooled Separate Accounts	—	—	$894K	4.4%
JH Money Market Fund Pooled Separate Accounts -	Pooled Separate Accounts	—	—	$784K	3.8%
JH Multi-Index LS Moderate Pooled Separate Accounts -	Pooled Separate Accounts	—	—	$619K	3.0%
T.Rowe Price Health Sci Pooled Separate Accounts -	Pooled Separate Accounts	—	—	$604K	2.9%
Vanguard Mid-Cap Growth ETF Pooled Separate Accounts -	Pooled Separate Accounts	—	—	$586K	2.9%
American Funds American Balanced Fund Pooled Separate Accounts -	Pooled Separate Accounts	—	—	$556K	2.7%
JH Multi-Index LS Conserv Pooled Separate Accounts -	Pooled Separate Accounts	—	—	$536K	2.6%
Washington Mutual Investors Pooled Separate Accounts -	Pooled Separate Accounts	—	—	$493K	2.4%
Vanguard Mid-Cap Value ETF Pooled Separate Accounts -	Pooled Separate Accounts	—	—	$429K	2.1%
Vanguard Tot Wld Stk Index ETF Pooled Separate Accounts -	Pooled Separate Accounts	—	—	$375K	1.8%
Royce Opportunity Pooled Separate Accounts -	Pooled Separate Accounts	—	—	$367K	1.8%
BlackRock LifePath Index 2030 Pooled Separate Accounts -	Pooled Separate Accounts	—	—	$349K	1.7%
Invesco Small Cap Growth Pooled Separate Accounts -	Pooled Separate Accounts	—	—	$329K	1.6%
JH Real Est. Securities Fund Pooled Separate Accounts -	Pooled Separate Accounts	—	—	$300K	1.5%
8.00%; maturities vary - 0 -	Bonds / Notes	—	—	$279K	1.4%
BlackRock LifePath Index 2035 Pooled Separate Accounts -	Pooled Separate Accounts	—	—	$270K	1.3%
T.Rowe Price Sci & Tech Pooled Separate Accounts -	Pooled Separate Accounts	—	—	$250K	1.2%
DFA Inflation-Protected Sec Pooled Separate Accounts -	Pooled Separate Accounts	—	—	$220K	1.1%
Guaranteed Interest Accounts Guaranteed Interest Accounts -	Other securities	—	—	$205K	1.0%
BlackRock LifePath Index 2040 Pooled Separate Accounts -	Pooled Separate Accounts	—	—	$198K	1.0%
Vanguard Energy Fund Pooled Separate Accounts -	Pooled Separate Accounts	—	—	$187K	0.9%
DFA U.S. Small Cap Fund Pooled Separate Accounts -	Pooled Separate Accounts	—	—	$165K	0.8%
JH Mid Cap Index Fund Pooled Separate Accounts -	Pooled Separate Accounts	—	—	$158K	0.8%
JH Total Stock Market Index Fund Pooled Separate Accounts -	Pooled Separate Accounts	—	—	$118K	0.6%
Invesco Global Fund Pooled Separate Accounts -	Pooled Separate Accounts	—	—	$102K	0.5%
JH Intl Equity Index Fund Pooled Separate Accounts -	Pooled Separate Accounts	—	—	$99K	0.5%
JH Select AA Growth Pooled Separate Accounts - 635 * Vanguard Short-Term Federal Pooled Separate Accounts -	Pooled Separate Accounts	—	—	$94K	0.5%
BlackRock LifePath Index 2045 Pooled Separate Accounts -	Pooled Separate Accounts	—	—	$76K	0.4%
Fidelity Advisor Total Bond Pooled Separate Accounts -	Pooled Separate Accounts	—	—	$76K	0.4%
BlackRock LifePath Index 2060 Pooled Separate Accounts -	Pooled Separate Accounts	—	—	$66K	0.3%
Vanguard International Growth Pooled Separate Accounts -	Pooled Separate Accounts	—	—	$60K	0.3%
T.Rowe Price Spectrum Inc Pooled Separate Accounts -	Pooled Separate Accounts	—	—	$48K	0.2%
PIMCO Commodity Real Return Pooled Separate Accounts -	Pooled Separate Accounts	—	—	$36K	0.2%
BlackRock LifePath Index 2055 Pooled Separate Accounts -	Pooled Separate Accounts	—	—	$33K	0.2%
Templeton Foreign Smaller Co Pooled Separate Accounts -	Pooled Separate Accounts	—	—	$28K	0.1%
BlackRock LifePath Index 2050 Pooled Separate Accounts -	Pooled Separate Accounts	—	—	$22K	0.1%
BlackRock LifePath Index 2065 Pooled Separate Accounts -	Pooled Separate Accounts	—	—	$20K	<0.1%
JH Total Bond Market Fund Pooled Separate Accounts -	Pooled Separate Accounts	—	—	$19K	<0.1%
MFS Utilities Fund Pooled Separate Accounts -	Pooled Separate Accounts	—	—	$12K	<0.1%
BlackRock LifePath Index Ret Pooled Separate Accounts -	Pooled Separate Accounts	—	—	$8K	<0.1%
JH Select AA Conservative Pooled Separate Accounts -	Pooled Separate Accounts	—	—	$6K	<0.1%
JH Select AA Moderate Pooled Separate Accounts -	Pooled Separate Accounts	—	—	$4K	<0.1%
JH Select AA Balanced Pooled Separate Accounts -	Pooled Separate Accounts	—	—	$2K	<0.1%
JH High Yield Fund Pooled Separate Accounts -	Pooled Separate Accounts	—	—	$2K	<0.1%
BLACKROCK LIFEPATH INDEX 2035 JOHN HANCOCK LIFE INSURANCE · EIN 01-0233346 / PN 000	Pooled Separate Account	—	—	$0	<0.1%
BLACKROCK LIFEPATH INDEX 2065 JOHN HANCOCK LIFE INSURANCE · EIN 01-0233346 / PN 000	Pooled Separate Account	—	—	$0	<0.1%