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Original filing (PDF)20251008074035NAL0009330544001
PRIMEPAY, LLC
Form 5500
FILING_RECEIVED
PRIMEPAY, LLC 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
326
Accounts w/ balance
329
Plan assets (EOY)
$23.0M
Net assets (EOY)
$23.0M
How this plan invests
This plan
76 pooled trusts
Schedule D
70 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (2 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PRIMEPAY, LLC.
Plan sponsor
Name
PRIMEPAY, LLC
EIN
03-0608841
Address
1487 DUNWOODY DRIVE · WEST CHESTER, PA · 19380
Phone
(610) 296-4500
Industry
Professional & Technical Servicessee all
Plan administrator
Name
PRIMEPAY, LLC
EIN
03-0608841
City
WEST CHESTER, PA
Phone
(610) 296-2770
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-08
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CBIZ CPAS P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK LIFE INSURANCE | 01-0233346 | — | RECORDKEEPER | $5K | — |
Investments
26 direct securities · 76 pooled funds· $24.2M(100% of reported assets)
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 Account
$22.7M
76 holdings
Uncategorized
$1.4M
26 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| JH MULTIMANAGER BALANCED LS JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $2.6M | 11.3% | |
| JH MULTIMANAGER GROWTH LS JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $2.3M | 10.2% | |
| 500 INDEX FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $2.1M | 9.1% | |
| VANGUARD TARGET RET 2045 JOHN HANCOCK · EIN 01-0233345 / PN 000 | Pooled Separate Account | — | — | $1.2M | 5.2% | |
| VANGUARD TARGET RET 2040 JOHN HANCOCK · EIN 01-0233345 / PN 000 | Pooled Separate Account | — | — | $1.1M | 4.8% | |
| SCIENCE & TECHNOLOGY FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $1.1M | 4.7% | |
| JH MULTIMANAGER AGGRESSIVE LS JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $1.0M | 4.4% | |
| BLUE CHIP GROWTH FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $924K | 4.0% | |
| JH MULTIMANAGER MODERATE LS JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $767K | 3.3% | |
| VANGUARD TARGET RET 2030 JOHN HANCOCK · EIN 01-0233345 / PN 000 | Pooled Separate Account | — | — | $686K | 3.0% | |
| VANGUARD TARGET RET 2035 JOHN HANCOCK · EIN 01-0233345 / PN 000 | Pooled Separate Account | — | — | $560K | 2.4% | |
| T.ROWE PRICE SCIENCE & TECHNOLOGY JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $553K | 2.4% | |
| VANGUARD TARGET RET 2025 JOHN HANCOCK · EIN 01-0233345 / PN 000 | Pooled Separate Account | — | — | $486K | 2.1% | |
| VANGUARD TARGET RET 2060 JOHN HANCOCK · EIN 01-0233345 / PN 000 | Pooled Separate Account | — | — | $453K | 2.0% | |
| AMERICAN BALANCED FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $396K | 1.7% | |
| MONEY MARKET FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $382K | 1.7% | |
| HIGH YIELD FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $375K | 1.6% | |
| VANGUARD TARGET RET 2055 JOHN HANCOCK · EIN 01-0233345 / PN 000 | Pooled Separate Account | — | — | $369K | 1.6% | |
| T. ROWE PRICE HEALTH SCIENCES JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $369K | 1.6% | |
| TOTAL STOCK MARKET INDEX JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $365K | 1.6% | |
| VANGUARD TARGET RET 2065 JOHN HANCOCK · EIN 01-0233345 / PN 000 | Pooled Separate Account | — | — | $271K | 1.2% | |
| 2FWREHU2051 -0- $ | — | — | — | $267K | 1.2% | |
| MID CAP INDEX FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $255K | 1.1% | |
| JH DISCIPLINED VALUE INTL FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $254K | 1.1% | |
| SMALL CAP INDEX FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $251K | 1.1% | |
| VANGUARD TARGET RET 2050 JOHN HANCOCK · EIN 01-0233345 / PN 000 | Pooled Separate Account | — | — | $230K | 1.0% | |
| CAPITAL APPRECIATION FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $218K | 0.9% | |
| FUNDAMENTAL ALL CAP CORE FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $184K | 0.8% | |
| BLACKROCK GLOBAL ALLOCATION JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $165K | 0.7% | |
| JH US GROWTH FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $165K | 0.7% | |
| VANGUARD ENERGY FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $151K | 0.7% | |
| INTL SMALL CAP FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $148K | 0.6% | |
| THE GROWTH FUNDS OF AMERICA JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $145K | 0.6% | |
| EQUITY INCOME FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $141K | 0.6% | |
| JP MORGAN U.S. EQUITY FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $118K | 0.5% | |
| INVESTMENT COMPANY OF AMERICA JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $115K | 0.5% | |
| FIDELITY ADVISOR TOTAL BOND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $104K | 0.4% | |
| John Hancock Life Insurance Company MFS Utilities Fund | — | — | — | $99K | 0.4% | |
| SMALL CAP VALUE FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $99K | 0.4% | |
| John Hancock Life Insurance Company Vanguard Small Cap Grow Index | — | — | — | $89K | 0.4% | |
| FINANCIAL INDUSTRIES FUND JOHN HANCOCK · EIN 01-0233345 / PN 000 | Pooled Separate Account | — | — | $89K | 0.4% | |
| FUNDAMENTAL INVESTORS JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $84K | 0.4% | |
| VANGUARD TARGET RET 2020 JOHN HANCOCK · EIN 01-0233345 / PN 000 | Pooled Separate Account | — | — | $80K | 0.3% | |
| VANGUARD SMALL CAP GROWTH INDEX JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $79K | 0.3% | |
| REAL ESTATE SECURITIES FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $73K | 0.3% | |
| John Hancock Life Insurance Company Financial Industries Fund | — | — | — | $72K | 0.3% | |
| UTILITIES FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $72K | 0.3% | |
| John Hancock Life Insurance Company T.Rowe Price New Era Fund | — | — | — | $69K | 0.3% | |
| EUROPACIFIC GROWTH FUND JOHN HANCOCK · EIN 01-0233345 / PN 000 | Pooled Separate Account | — | — | $69K | 0.3% | |
| John Hancock Life Insurance Company Europacific Growth Fund | — | — | — | $68K | 0.3% | |
| CAPITAL WORLD GROWTH & INCOME JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $68K | 0.3% | |
| T. ROWE PRICE NEW ERA FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $68K | 0.3% | |
| John Hancock Life Insurance Company JH Lifestyle Conservative | — | — | — | $66K | 0.3% | |
| NEW PERSPECTIVE FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $66K | 0.3% | |
| John Hancock Life Insurance Company Capital World Growth & Income | — | — | — | $64K | 0.3% | |
| JH MCGF JOHN HANCOCK · EIN 01-0233345 / PN 000 | Pooled Separate Account | — | — | $64K | 0.3% | |
| VANGUARD SHORT TERM FEDERAL JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $64K | 0.3% | |
| John Hancock Life Insurance Company JH Mid Cap Growth Fund | — | — | — | $63K | 0.3% | |
| JH MULTIMANAGER CONSERVATIVE LS JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $63K | 0.3% | |
| John Hancock Life Insurance Company International Equity Index Fund | — | — | — | $61K | 0.3% | |
| OPPORTUNISTIC FIXED INCOME JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $61K | 0.3% | |
| John Hancock Life Insurance Company Opportunistic Fixed Income | — | — | — | $58K | 0.3% | |
| FUNDAMENTAL LARGE CAP VALUE JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $58K | 0.3% | |
| John Hancock Life Insurance Company New Perspective Fund | — | — | — | $56K | 0.2% | |
| MID CAP VALUE FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $56K | 0.2% | |
| John Hancock Life Insurance Company Fundamental Large Cap Value | — | — | — | $53K | 0.2% | |
| I SHARES GOLD TRUST ETF JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $53K | 0.2% | |
| John Hancock Life Insurance Company American Century Heritage | — | — | — | $47K | 0.2% | |
| INTL EQUITY INDEX FUND JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $47K | 0.2% | |
| TOTAL BOND MARKET FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $42K | 0.2% | |
| John Hancock Life Insurance Company Mid Value Fund | — | — | — | $39K | 0.2% | |
| REAL RETURN BOND FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $39K | 0.2% | |
| John Hancock Life Insurance Company Templeton World | — | — | — | $38K | 0.2% | |
| T. ROWE PRICE SML CAP VAL JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $38K | 0.2% | |
| John Hancock Life Insurance Company iShares Gold Trust ETF | — | — | — | $35K | 0.2% | |
| TEMPLETON WORLD JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $35K | 0.2% | |
| John Hancock Life Insurance Company PIMCO Real Return | — | — | — | $34K | 0.1% | |
| INVESCO INTERNATIONAL GROWTH JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $34K | 0.1% | |
| John Hancock Life Insurance Company Invesco EQV Intl Equity Fund | — | — | — | $32K | 0.1% | |
| DFA US TARGETED VALUE FUND JOHN HANCOCK · EIN 01-0233345 / PN 000 | Pooled Separate Account | — | — | $32K | 0.1% | |
| JOHN HANCOCK BOND FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $32K | 0.1% | |
| John Hancock Life Insurance Company DFA US Targeted Value Fund | — | — | — | $31K | 0.1% | |
| VANGUARD TOTAL WLD STK INDEX JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $31K | 0.1% | |
| John Hancock Life Insurance Company Strategic Income Opp Fund | — | — | — | $25K | 0.1% | |
| WASHINGTON MUTUAL INVESTORS JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $25K | 0.1% | |
| John Hancock Life Insurance Company Washington Mutual Investors | — | — | — | $24K | 0.1% | |
| AMERICAN CENTURY HERITAGE JOHN HANCOCK · EIN 01-0233345 / PN 000 | Pooled Separate Account | — | — | $24K | 0.1% | |
| John Hancock Life Insurance Company Small Cap Stock Fund | — | — | — | $22K | <0.1% | |
| STRATEGIC INCOME OPP FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $22K | <0.1% | |
| John Hancock Life Insurance Company Vanguard Tot Wld Stk Index ETF | — | — | — | $21K | <0.1% | |
| CORE BOND FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $21K | <0.1% | |
| John Hancock Life Insurance Company Core Bond Fund | — | — | — | $4K | <0.1% | |
| PIMCO COMMODITY REAL RETURN JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $4K | <0.1% | |
| John Hancock Life Insurance Company PIMCO Commodity Real Return | — | — | — | $4K | <0.1% | |
| SMALL CAP STOCK FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $4K | <0.1% | |
| 3 YR COMP JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $214 | <0.1% | |
| VANGUARD TARGET RET INCOME JOHN HANCOCK · EIN 01-0233345 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| MID CAP STOCK FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| JH SGF JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| 5 YR COMP JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| 10 YR COMP JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| INTERNATIONAL VALUE FUND JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% |
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