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Original filing (PDF)20250911091630NAL0000185665001
PACIFIC ERIN OPCO, LLC
Form 5500
FILING_RECEIVED
KIDDE-FENWAL 401K PLAN
401(k) retirement plan
Signals · 3
No auditor on file27% in single holdingNo recordkeeper disclosed
Active participants
242
Accounts w/ balance
243
Plan assets (EOY)
$4.1M
Net assets (EOY)
$4.1M
How this plan invests
This plan
1 pooled trust
Schedule D
30 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
83
/ 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
60
Concentration risk
86
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No independent qualified public accountant (IQPA) named.
- Top holding "Vanguard Target Retirement 2030 Fund Vanguard 0" is 27% of plan.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (7 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PACIFIC ERIN OPCO, LLC.
Plan sponsor
Name
PACIFIC ERIN OPCO, LLC
EIN
99-2203040
Address
400 MAIN STREET · ASHLAND, MA · 01721
Phone
(508) 494-4166
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-07-01
Tax period
2024-12-31
Filed
2025-09-11
Pension benefit codes
2A · Age/service weighted or new comparability
2S · Automatic enrollment
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $3K | — |
Investments
29 direct securities · 1 pooled fund· $3.9M(95% 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
$3.9M
29 holdings
Common Collective Trust
$68K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2030 Fund Vanguard 0 | — | — | — | $1.1M | 25.8% | |
| Vanguard 500 Index Adm Vanguard 0 | — | — | — | $430K | 10.4% | |
| Vanguard Target Retirement 2035 Fund Vanguard 0 | — | — | — | $311K | 7.5% | |
| Vanguard Target Retirement 2025 Fund Vanguard 0 | — | — | — | $259K | 6.3% | |
| Vanguard Target Retirement 2050 Fund Vanguard 0 | — | — | — | $243K | 5.9% | |
| Vanguard Growth Index Adm Vanguard 0 | — | — | — | $220K | 5.3% | |
| Vanguard Value Index Adm Vanguard 0 | — | — | — | $199K | 4.8% | |
| Vanguard Target Retirement 2040 Fund Vanguard 0 | — | — | — | $137K | 3.3% | |
| Vanguard Target Retirement 2060 Fund Vanguard 0 | — | — | — | $135K | 3.3% | |
| Vanguard Target Retirement 2045 Fund Vanguard 0 | — | — | — | $116K | 2.8% | |
| Vanguard Target Retirement 2020 Fund Vanguard 0 | — | — | — | $108K | 2.6% | |
| Vanguard Emerging Mkts Stock Idx Adm Vanguard 0 | — | — | — | $92K | 2.2% | |
| Vanguard Target Retirement 2055 Fund Vanguard 0 | — | — | — | $82K | 2.0% | |
| PUTNAM STABLE VALUE 25BPS PUTNAM STABLE VALUE FUNDS · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $68K | 1.6% | |
| Vanguard Mid-Cap Growth Index Adm Vanguard 0 | — | — | — | $63K | 1.5% | |
| PIMCO Income Instl PIMCO 0 | — | — | — | $57K | 1.4% | |
| Various Rates and Maturities Participant's Loan Account 0 | — | — | — | $50K | 1.2% | |
| Vanguard Developed Mkts Index Adm Vanguard 0 | — | — | — | $45K | 1.1% | |
| Vanguard Mid Cap Index Adm Vanguard 0 | — | — | — | $40K | 1.0% | |
| Vanguard Target Retirement Income Fund Vanguard 0 | — | — | — | $37K | 0.9% | |
| Vanguard Mid-Cap Value Index Adm Vanguard 0 | — | — | — | $34K | 0.8% | |
| Vanguard Small-Cap Index Adm Vanguard 0 | — | — | — | $32K | 0.8% | |
| Cohen & Steers Real Estate Secs Z Cohen & Steers 0 | — | — | — | $23K | 0.6% | |
| MFS International Growth R6 MFS 0 | — | — | — | $22K | 0.5% | |
| Vanguard Small-Cap Growth Index Adm Vanguard 0 | — | — | — | $17K | 0.4% | |
| Vanguard Total Bond Market Index Adm Vanguard 0 | — | — | — | $15K | 0.4% | |
| Vanguard Small-Cap Value Index Adm Vanguard 0 | — | — | — | $14K | 0.3% | |
| Vanguard Target Retirement 2070 Fund Vanguard 0 832 Vanguard Target Retirement 2065 Fund Vanguard 0 | — | — | — | $8K | 0.2% | |
| Contribution Account Ascensus Trust Company 0 | — | — | — | $4K | 0.1% | |
| Victory Pioneer Bond R6 Victory 0 | — | — | — | $1K | <0.1% |
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