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Original filing (PDF)20251014140808NAL0006334546001
P.C. RICHARD & SON LONG ISLAND CORP
Form 5500
FILING_RECEIVED
P.C. RICHARD & SON 401(K) SAVINGS PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
1,950
Accounts w/ balance
1,555
Plan assets (EOY)
$210.0M
Net assets (EOY)
$209.6M
How this plan invests
This plan
23 pooled trusts
Schedule D
32 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for P.C. RICHARD & SON LONG ISLAND CORP.
Plan sponsor
Name
P.C. RICHARD & SON LONG ISLAND CORP
EIN
11-2128677
Address
150 PRICE PARKWAY · FARMINGDALE, NY · 11735
Phone
(631) 843-4461
Industry
Retail Tradesee 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
2025-10-14
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
GIAMBALVO, STALZER & COMPANY, CPAS
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| T ROWE PRICE RPS INC | — | BALTIMORE, MD | NONE | $111K | — |
| CAPFINANCIAL PARTNERS LLC | — | RALEIGH, NC | NONE | $85K | — |
Investments
10 direct securities · 23 pooled funds· $201.2M(96% 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.
Common Collective Trust
$118.9M
22 holdings
Uncategorized
$49.1M
10 holdings
Pooled Separate Account
$33.1M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| NEW YORK LIFE ANCHOR ACCOUNT NEW YORK LIFE INSURANCE COMPANY · EIN 13-5582869 / PN 125 | Pooled Separate Account | — | — | $33.1M | 15.8% | |
| WINSLOW LARGE CAP GROWTH CT SEI TRUST COMPANY · EIN 27-3441498 / PN 043 | Common Collective Trust | — | — | $26.7M | 12.7% | |
| NORTHERN TRUST S&P 500 IDX 4 NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6138589 / PN 002 | Common Collective Trust | — | — | $25.2M | 12.0% | |
| MassMutual Mid Cp Grw I Mutual Fund | — | — | — | $15.3M | 7.3% | |
| Janus Henderson Balanced (N) Mutual Fund | — | — | — | $11.9M | 5.7% | |
| MFS LARGE CAP VAL CIT CL CT GREAT GRAY TRUST COMPANY, LLC · EIN 38-7275332 / PN 781 | Common Collective Trust | — | — | $9.6M | 4.6% | |
| TRP RETIREMENT HYBRID 2030 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 011 | Common Collective Trust | — | — | $8.5M | 4.0% | |
| TRP RETIREMENT HYBRID 2050 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 015 | Common Collective Trust | — | — | $7.0M | 3.3% | |
| TRP RETIREMENT HYBRID 2040 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 013 | Common Collective Trust | — | — | $5.6M | 2.7% | |
| TRP RETIREMENT HYBRID 2035 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 012 | Common Collective Trust | — | — | $5.4M | 2.6% | |
| FIAM CORE PLUS CIT CL I FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 052 | Common Collective Trust | — | — | $5.0M | 2.4% | |
| JP Morgan Mid Cap Value R6 Mutual Fund | — | — | — | $4.9M | 2.3% | |
| MFS Intl Diversification R6 Mutual Fund | — | — | — | $4.9M | 2.3% | |
| GREAT GRAY TR EUROPAC GRWTH CT GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289843 / PN 001 | Common Collective Trust | — | — | $4.8M | 2.3% | |
| TRP Integrated US SC GR EQ-I Mutual Fund | — | — | — | $4.7M | 2.3% | |
| TRP RETIREMENT HYBRID 2025 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 010 | Common Collective Trust | — | — | $4.6M | 2.2% | |
| TRP RETIREMENT HYBRID 2055 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 016 | Common Collective Trust | — | — | $3.6M | 1.7% | |
| TRP RETIREMENT HYBRID 2045 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 014 | Common Collective Trust | — | — | $3.4M | 1.6% | |
| Neuberger Berman Genesis Fund Class R6 Mutual Fund | — | — | — | $3.1M | 1.5% | |
| NYLI Mackay Hgh Corp BD R6 Mutual Fund | — | — | — | $2.3M | 1.1% | |
| TRP RETIREMENT HYBRID 2020 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 009 | Common Collective Trust | — | — | $2.1M | 1.0% | |
| NORTHERN TRUST EXT EQ IDX 4 NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6138589 / PN 110 | Common Collective Trust | — | — | $1.6M | 0.8% | |
| COHEN & STEERS US REALTY COHEN & STEERS COLLECTIVE INVESTMENT TRUST · EIN 47-1211722 / PN 003 | Common Collective Trust | — | — | $1.3M | 0.6% | |
| TRP RETIREMENT HYBRID 2060 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 018 | Common Collective Trust | — | — | $1.1M | 0.5% | |
| Vanguard Inf Protected Sec Mutual Fund | — | — | — | $1.1M | 0.5% | |
| NT AGG BOND INDEX FUND NL T4 NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6138589 / PN 088 | Common Collective Trust | — | — | $1.1M | 0.5% | |
| TRP RETIREMENT HYBRID 2015 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 008 | Common Collective Trust | — | — | $1.0M | 0.5% | |
| T Rowe Price Intl Discovery I Mutual Fund | — | — | — | $834K | 0.4% | |
| NT ACWI EX-US IMI FD DC NL -T4 NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6138589 / PN 223 | Common Collective Trust | — | — | $717K | 0.3% | |
| TRP RETIREMENT HYBRID 2005 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 006 | Common Collective Trust | — | — | $297K | 0.1% | |
| TRP RETIREMENT HYBRID 2010 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 007 | Common Collective Trust | — | — | $261K | 0.1% | |
| TRP RETIREMENT HYBRID 2065 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 019 | Common Collective Trust | — | — | $62K | <0.1% | |
| T Rowe Price Government Money I Mutual Fund | — | — | — | $5K | <0.1% |