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Original filing (PDF)20260219093004NAL0008591440001
PHYSICAL SCIENCES INC.
Form 5500
FILING_RECEIVED
PHYSICAL SCIENCES INC. 401(K) PLAN
401(k) retirement plan
Active participants
260
Accounts w/ balance
420
Plan assets (EOY)
$79.2M
Net assets (EOY)
$79.2M
How this plan invests
This plan
1 pooled trust
Schedule D
33 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
94
/ 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
75
Vendor stack
100
Participation health
100
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PHYSICAL SCIENCES INC..
Plan sponsor
Name
PHYSICAL SCIENCES INC.
EIN
04-2517090
Address
20 NEW ENGLAND BUSINESS CENTER · ANDOVER, MA · 018101022
Phone
(978) 689-0003
Industry
Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-07-01
Tax period
2025-06-30
Filed
2026-02-19
Pension benefit codes
2S · Automatic enrollment
2T · Default investment account (QDIA)
2E · Profit-sharing
3H · Sponsor in controlled / affiliated group
2F · ERISA section 404(c)
2J · 401(k) feature
2G · Total participant-directed accounts
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
GRAY GRAY & GRAY, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | -$28K | — |
Investments
33 direct securities · 1 pooled fund· $80.2M(100% 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
$79.2M
33 holdings
Common Collective Trust
$998K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Investments Contrafund K | — | — | — | $12.8M | 16.1% | |
| Fidelity Investments Spartan 500 Index Fund | — | — | — | $8.2M | 10.3% | |
| Fidelity Investments Freedom 2030 K6 | — | — | — | $7.1M | 9.0% | |
| Fidelity Investments Freedom 2035 K6 | — | — | — | $4.5M | 5.7% | |
| Fidelity Investments Freedom 2025 K6 | — | — | — | $4.3M | 5.4% | |
| Fidelity Investments Balanced Fund K | — | — | — | $3.6M | 4.6% | |
| T. Rowe Blue Chip Growth Fund | — | — | — | $3.2M | 4.1% | |
| Fidelity Investments Freedom 2055 K6 | — | — | — | $3.2M | 4.0% | |
| Fidelity Investments Government Money Market Fund | — | — | — | $3.0M | 3.8% | |
| Fidelity Investments Capital & Income Fund | — | — | — | $2.6M | 3.3% | |
| Fidelity Investments Freedom 2040 K6 | — | — | — | $2.6M | 3.2% | |
| Fidelity Investments Freedom 2060 K6 | — | — | — | $2.5M | 3.2% | |
| American Beacon Advisors Large Cap Value Fund | — | — | — | $2.5M | 3.1% | |
| Clear Bridge Small Cap Growth IS | — | — | — | $2.1M | 2.6% | |
| Fidelity Investments Freedom 2050 K6 | — | — | — | $2.0M | 2.5% | |
| Fidelity Investments Freedom 2045 K6 | — | — | — | $1.9M | 2.4% | |
| Fidelity Investments Spartan Extended Market Index Fund | — | — | — | $1.8M | 2.3% | |
| Fidelity Investments International Discovery Fund K | — | — | — | $1.8M | 2.3% | |
| Fidelity Investments Spartan US Bond Index Advantage | — | — | — | $1.4M | 1.8% | |
| Fidelity Investments Spartan International Index Advantage | — | — | — | $1.4M | 1.7% | |
| Fidelity Investments Value Fund K | — | — | — | $1.2M | 1.5% | |
| Fidelity Investments Managed Income Portfolio Class 1 fund | — | — | — | $998K | 1.3% | |
| MIP CL 1 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $998K | 1.3% | |
| Ariel Capital Management Ariel Fund | — | — | — | $981K | 1.2% | |
| Fidelity Investments Total Bond K6 Fund | — | — | — | $740K | 0.9% | |
| Fidelity Investments Freedom Income Fund K6 | — | — | — | $561K | 0.7% | |
| Fidelity Investments Freedom 2065 K6 | — | — | — | $533K | 0.7% | |
| Fidelity Investments Real Estate Investment Portfolio | — | — | — | $505K | 0.6% | |
| Fidelity Investments Freedom 2020 K6 | — | — | — | $390K | 0.5% | |
| maturing through 2030 - | — | — | — | $310K | 0.4% | |
| PIMCO US Small Instl | — | — | — | $216K | 0.3% | |
| Neuberger International Equity Fund | — | — | — | $172K | 0.2% | |
| Templeton Global Bond Advantage | — | — | — | $130K | 0.2% | |
| Fidelity Investments Freedom 2010 K6 | — | — | — | $14K | <0.1% |
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