Back to filter
Original filing (PDF)20240909142050NAL0002416307001
PACIFIC WEST BUILDERS, INC.
Form 5500-SF
FILING_RECEIVED
PACIFIC WEST BUILDERS, INC. DEFINED BENEFIT PLAN
Defined-benefit pension plan
Active participants
1
Accounts w/ balance
—
Plan assets (EOY)
$1.5M
Net assets (EOY)
$1.5M
Plan health score (directional)
86
/ 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
75
Total plan cost
75
Vendor stack
75
Participation health
100
Knocking points off
- Plan is frozen (1I) — no new benefit accrual.
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 WEST BUILDERS, INC..
Plan sponsor
Name
PACIFIC WEST BUILDERS, INC.
EIN
95-4707289
Address
1197 LOS ANGELES AVENUE · SUITE C166 · SIMI VALLEY, CA · 93065
Phone
(818) 674-0217
Industry
Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2023
Plan year begin
2023-01-01
Tax period
2023-12-31
Filed
2024-09-09
Pension benefit codes
1A · Pay-related DB formula
1D · Floor-offset DB
1I · Frozen plan — no new benefit accrual
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
Similar-size Construction plans
GUARDIAN HOME IMPROVEMENTS, LLC
GUARDIAN HOME IMPROVEMENTS 401(K) PLAN
$1.5M · 3 participants
O.C. MITCHELL, JR., INC.
O.C. MITCHELL, JR., INC. RETIREMENT SAVINGS PLAN
$1.5M · 24 participants
LEGACY GENERAL CONTRACTING, INC
LEGACY RETIREMENT PLAN
$1.5M · 9 participants
BRUSH ARBOR HOME CONSTRUCTION
BRUSH ARBOR HOME CONSTRUCTION 401(K) PLAN
$1.5M · 18 participants
MAIN STREET HOMES PARTNERSHIP, LLC
MAIN STREET HOMES PARTNERSHIP, LLC 401(K) PROFIT SHARING PLAN
$1.5M · 6 participants
RJJM, LLC
RJJM, LLC PROFIT SHARING PLAN AND TRUST
$1.5M · 8 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B