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Original filing (PDF)20250617082133NAL0001419809001
P3I, INCORPORATED
Form 5500
FILING_RECEIVED
P3I, INCORPORATED 401(K) PLAN
401(k) retirement plan
Active participants
27
Accounts w/ balance
129
Plan assets (EOY)
$12.1M
Net assets (EOY)
$12.1M
How this plan invests
This plan
31 pooled trusts
Schedule D
64 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
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for P3I, INCORPORATED.
Plan sponsor
Name
P3I, INCORPORATED
EIN
04-3508066
Address
77 MAIN ST · HOPKINTON, MA · 01748
Phone
(508) 435-7882
Industry
Professional & Technical Servicessee 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
2025-06-17
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BRITT & COMPANY CPA, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE CO OF AME | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $27K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AFC PENSIONS, INC. | — | NEEDHAM, MA | THIRD PARTY ADMINISTRATOR | $7K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BRITT AND COMPANY CPA LLC | — | DEDHAM, MA | AUDITOR | $3K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $147 | — |
Investments
37 direct securities · 31 pooled funds· $26.4M(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
$13.3M
35 holdings
Pooled Separate Account
$11.1M
31 holdings
Guaranteed Income / GIC
$2.0M
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| MM S&P 500 INDEX MASSMUTUAL · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | — | $1.4M | 11.3% | |
| Pooled Separate Investment Account * MM S&P 500 Index I Pooled Separate Investment Account | — | — | — | $1.3M | 10.7% | |
| MASSMUTUAL BLUE CHIP GROWTH MASSMUTUAL · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $1.2M | 9.9% | |
| American Funds Growth Fund of Amer R5 Pooled Separate Investment Account | — | — | — | $1.2M | 9.7% | |
| AMFNDS GROWTH FUND OF AMERICA AMERICAN FUNDS · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | — | $1.2M | 9.7% | |
| Massmutual Blue Chip Growth I Pooled Separate Investment Account | — | — | — | $1.1M | 9.0% | |
| American Funds Growth Fund Of Amer R5 Pooled Separate Investment Account | — | — | — | $1.1M | 8.7% | |
| s * Mass Mutual Life Insurance Co. - Guaranteed Interest Account Guaranteed Investment Account | Guaranteed Income / GIC | — | — | $989K | 8.1% | |
| Indexselect Moderate 2035 Fund Cl R6 Pooled Separate Investment Account | — | — | — | $988K | 8.1% | |
| s * Mass Mutual Life Insurance Co. - Guaranteed Interest Account Guaranteed Investment Account | Guaranteed Income / GIC | — | — | $985K | 8.1% | |
| Loomis Sayles Core Plus Bond Y Pooled Separate Investment Account | — | — | — | $759K | 6.2% | |
| LOOMIS SAYLES CORE PLUS BOND NATIXIS FUNDS · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $658K | 5.4% | |
| Wells Fargo Special Mid Cap Value Admin Pooled Separate Investment Account | — | — | — | $618K | 5.1% | |
| WELLS FARGO SPECIAL MID CAP VALUE ALLSPRING GLOBAL INVESTMENTS · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $588K | 4.8% | |
| INDEXSELECT MODERATE 2045 GREAT GRAY TRUST COMPANY LLC · EIN 81-4447624 / PN 308 | Pooled Separate Account | — | — | $569K | 4.7% | |
| Massmutual Diversified Value I Pooled Separate Investment Account | — | — | — | $569K | 4.7% | |
| Indexselect Moderate 2045 Fund Cl R6 Pooled Separate Investment Account | — | — | — | $562K | 4.6% | |
| MASSMUTUAL DIVERSIFIED VALUE MASSMUTUAL · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $548K | 4.5% | |
| Franklin Growth Adv Pooled Separate Investment Account | — | — | — | $545K | 4.5% | |
| FRANKLIN GROWTH FRANKLIN TEMPLETON INVESTMENTS · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $539K | 4.4% | |
| American Funds Europacific Growth R6 Pooled Separate Investment Account | — | — | — | $513K | 4.2% | |
| INDEXSELECT MODERATE RETIRE 2025 GREAT GRAY TRUST COMPANY LLC · EIN 81-4447624 / PN 306 | Pooled Separate Account | — | — | $501K | 4.1% | |
| INDEXSELECT MODERATE 2035 GREAT GRAY TRUST COMPANY LLC · EIN 81-4447624 / PN 307 | Pooled Separate Account | — | — | $497K | 4.1% | |
| Indexselect Moderate 2025 Fund Cl R6 Pooled Separate Investment Account | — | — | — | $475K | 3.9% | |
| Massmutual Total Return Bond I Pooled Separate Investment Account | — | — | — | $470K | 3.9% | |
| Invesco Global Opportunities Y Pooled Separate Investment Account | — | — | — | $463K | 3.8% | |
| Baron Growth Retail Pooled Separate Investment Account | — | — | — | $456K | 3.8% | |
| MASSMUTUAL TOTAL RETURN BOND MASSMUTUAL · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | — | $451K | 3.7% | |
| AMFNDS EUROPACIFIC GROWTH AMERICAN FUNDS · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $413K | 3.4% | |
| BARON GROWTH RETAIL BARON CAPITAL GROUP INC · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $399K | 3.3% | |
| INVESCO AMERICAN VALUE INVESCO · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $369K | 3.0% | |
| Invesco American Value A Pooled Separate Investment Account | — | — | — | $361K | 3.0% | |
| Allspring Special Small Cap Value Inst Pooled Separate Investment Account | — | — | — | $334K | 2.8% | |
| ALLSPRING SPECIAL SMALL CAP VALUE ALLSPRING GLOBAL INVESTMENTS · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $318K | 2.6% | |
| MASSMUTUAL HIGH YIELD MASSMUTUAL · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $301K | 2.5% | |
| Massmutual High Yield I Pooled Separate Investment Account | — | — | — | $299K | 2.5% | |
| American Funds Capital World Gr&Inc R5 Pooled Separate Investment Account | — | — | — | $209K | 1.7% | |
| American Funds Capital World Gr&Inc R5 Pooled Separate Investment Account | — | — | — | $208K | 1.7% | |
| AMFNDS CAP WRLD GROWTH AND INC AMERICAN FUNDS · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $208K | 1.7% | |
| INDEXSELECT MODERATE 2055 GREAT GRAY TRUST COMPANY LLC · EIN 81-4447624 / PN 309 | Pooled Separate Account | — | — | $194K | 1.6% | |
| INVESCO GLOBAL OPPORTUNITIES INVESCO · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $181K | 1.5% | |
| Pioneer Disciplined Value Y Pooled Separate Investment Account | — | — | — | $177K | 1.5% | |
| Invesco Real Estate R6 Pooled Separate Investment Account | — | — | — | $170K | 1.4% | |
| PIONEER DISCIPLINED VALUE AMUNDI US · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $160K | 1.3% | |
| Indexselect Moderate 2055 Fund Cl R6 Pooled Separate Investment Account | — | — | — | $154K | 1.3% | |
| INVESCO REAL ESTATE INVESCO · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $145K | 1.2% | |
| Invesco Global Allocation Y Pooled Separate Investment Account | — | — | — | $83K | 0.7% | |
| INDEXSELECT AGGRESSIVE 2045 GREAT GRAY TRUST COMPANY LLC · EIN 81-4447624 / PN 303 | Pooled Separate Account | — | — | $81K | 0.7% | |
| INVESCO GLOBAL ALLOCATIONS INVESCO · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $77K | 0.6% | |
| INDEXSELECT AGGRESSIVE 2055 GREAT GRAY TRUST COMPANY LLC · EIN 90-0779283 / PN 424 | Pooled Separate Account | — | — | $72K | 0.6% | |
| Indexselect Aggressive 2045 Fund Cl R6 Pooled Separate Investment Account | — | — | — | $70K | 0.6% | |
| Janus Henderson Mid Cap Value T Pooled Separate Investment Account | — | — | — | $67K | 0.5% | |
| JANUS HENDERSON MID CAP VALUE JANUS HENDERSON · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | — | $52K | 0.4% | |
| Indexselect Aggressive 2055 Fund Cl R6 Pooled Separate Investment Account | — | — | — | $51K | 0.4% | |
| INDEXSELECT MODERATE RETIREMENT GREAT GRAY TRUST COMPANY LLC · EIN 81-4447624 / PN 305 | Pooled Separate Account | — | — | $18K | 0.2% | |
| Indexselect Moderate Retire Fund Cl R6 Pooled Separate Investment Account | — | — | — | $17K | 0.1% | |
| MFS UTILITIES MFS · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | — | $14K | 0.1% | |
| INDEXSELECT CONSERVATIVE 2055 GREAT GRAY TRUST COMPANY LLC · EIN 81-4447624 / PN 314 | Pooled Separate Account | — | — | $13K | 0.1% | |
| IndexSelect Conservative 2045 Fund CL R6 Pooled Separate Investment Account | — | — | — | $12K | 0.1% | |
| MFS Utilities R3 Pooled Separate Investment Account | — | — | — | $12K | 0.1% | |
| INDEXSELECT CONSERVATIVE 2045 GREAT GRAY TRUST COMPANY LLC · EIN 81-4447624 / PN 313 | Pooled Separate Account | — | — | $12K | <0.1% | |
| INDEXSELECT AGGRESSIVE RETIRE GREAT GRAY TRUST COMPANY LLC · EIN 81-4447624 / PN 300 | Pooled Separate Account | — | — | $12K | <0.1% | |
| Indexselect Conservative 2055 Fund Cl R6 Pooled Separate Investment Account | — | — | — | $12K | <0.1% | |
| Indexselect Conservative 2045 Fund Cl R6 Pooled Separate Investment Account | — | — | — | $11K | <0.1% | |
| Indexselect Aggressive Retire Fund Cl R6 Pooled Separate Investment Account | — | — | — | $6K | <0.1% | |
| Notes Receivable from Participants (Participant Loans) Participant loans-various maturity terms up to 5 years * interest at 9.00% | — | — | — | $4K | <0.1% | |
| Indexselect Conservative 2035 Fund Cl R6 Pooled Separate Investment Account | — | — | — | $3K | <0.1% | |
| INDEXSELECT CONSERVATIVE 2035 GREAT GRAY TRUST COMPANY LLC · EIN 81-4447624 / PN 312 | Pooled Separate Account | — | — | $0 | <0.1% |
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