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Original filing (PDF)20260317181802NAL0003031603001
PACIFIC EQUITIES MANAGEMENT CORPORATION
Form 5500-SF
FILING_RECEIVED
PACIFIC EQUITIES MANAGEMENT 401(K) PLAN
401(k) retirement plan
Signals · 1
Late filing · 4.0 mo
Active participants
5
Accounts w/ balance
5
Plan assets (EOY)
$1.4M
Net assets (EOY)
$1.4M
Plan health score (directional)
84
/ 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
84
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Knocking points off
- Filed 4.0 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 PACIFIC EQUITIES MANAGEMENT CORPORATION.
Plan sponsor
Name
PACIFIC EQUITIES MANAGEMENT CORPORATION
EIN
95-4587902
Address
PO BOX 25991 · 1640 S SEPULVEDA BLVD STE 214 · LOS ANGELES, CA · 900257535
Phone
(310) 477-5300
Industry
Real Estatesee 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
2026-03-17
Pension benefit codes
2A · Age/service weighted or new comparability
2G · Total participant-directed accounts
2J · 401(k) feature
2R · Participant-directed brokerage (SDBA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
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