Back to filter
Original filing (PDF)20231016194109NAL0025846835001
STAFF PRO, INC.
Form 5500
FILING_RECEIVED
STAFF PRO MULTIPLE EMPLOYER PLAN AS ADOPTED BY PRIDE TRANSPORTATION SERVICES, INC.
401(k) retirement plan
Signals · 1
~390 bps in Sched C fees
Active participants
1,220
Accounts w/ balance
209
Plan assets (EOY)
$1.0M
Net assets (EOY)
$1.0M
How this plan invests
This plan
24 collective trusts
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
81
/ 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
100
Concentration risk
75
Total plan cost
65
Vendor stack
100
Participation health
65
Knocking points off
- 390 bps in Schedule C fees — 651% above peer band of 52 bps.
- Only 17% as many balances as active participants — suggests many active employees aren't deferring.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for STAFF PRO, INC..
Plan sponsor
Name
STAFF PRO, INC.
EIN
11-3344235
Address
231 MALTA STREET · BROOKLYN, NY · 11207
Phone
(718) 927-1500
Industry
Transportation & Warehousingsee all
Plan administrator
Name
PENTEGRA SERVICES, INC.
EIN
13-3745616
City
WHITE PLAINS, NY
Phone
(866) 633-4015
Plan characteristics
Plan number
005
Plan year
2022
Plan year begin
2022-01-01
Tax period
2022-12-31
Filed
2023-10-16
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
TEMPLETON & COMPANY, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PENTEGRA RETIREMENT SERVICES | 13-3745616 | WHITE PLAINS, NY | RECORDKEEPER | $40K | — |
Investments
24 pooled funds· $982K(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.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| STABLE VALUE FD METLIFE GAC SERIES RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 001 | Common Collective Trust | $277K | 27.2% |
| TARGET RETIREMENT 2030 NL SF CL A STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 195 | Common Collective Trust | $142K | 13.9% |
| TARGET RETIREMENT 2020 NL SF CL A STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 191 | Common Collective Trust | $85K | 8.4% |
| TARGET RETIREMENT 2050 NL SF CL A STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 203 | Common Collective Trust | $77K | 7.6% |
| TARGET RETIREMENT 2035 NL SF CL A STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 197 | Common Collective Trust | $77K | 7.5% |
| TARGET RETIREMENT 2025 NL SF CL A STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 193 | Common Collective Trust | $75K | 7.4% |
| TARGET RETIREMENT 2055 NL SF CL A STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 321 | Common Collective Trust | $74K | 7.2% |
| TARGET RETIREMENT 2045 NL SF CL A STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 201 | Common Collective Trust | $51K | 5.0% |
| TARGET RETIREMENT 2040 NL SF CL A STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 199 | Common Collective Trust | $37K | 3.6% |
| TARGET RETIREMENT INCOME NL SF CL A STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 185 | Common Collective Trust | $22K | 2.1% |
| US BOND INDX NL SF CL A STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 177 | Common Collective Trust | $16K | 1.6% |
| TARGET RETIREMENT 2060 NL SF CL A STATE STREET GLOBAL ADVISOR · EIN 90-0337987 / PN 418 | Common Collective Trust | $14K | 1.4% |
| MODERATE STRAT BAL SL FUND STATE STREET GLOBAL ADVISORS · EIN 04-0025081 / PN 111 | Common Collective Trust | $13K | 1.3% |
| S&P 500 (R) INDX NL SF CL A STATE STREET GLOBAL ADVISORS · EIN 04-0025081 / PN 097 | Common Collective Trust | $10K | 1.0% |
| RUSSELL 2000 INDX FD CL A STATE STREET GLOBAL ADVISORS · EIN 04-0025081 / PN 096 | Common Collective Trust | $3K | 0.3% |
| CONSERVATIVE STRAT BAL SL FUND STATE STREET GLOBAL ADVISORS · EIN 04-0025081 / PN 110 | Common Collective Trust | $2K | 0.2% |
| S&P MIDCAP (R) INDX NL SF CL A STATE STREET GLOBAL ADVISORS · EIN 04-0025081 / PN 089 | Common Collective Trust | $2K | 0.2% |
| AGGRESSIVE STRATEGIC BALANCED SL SF STATE STREET GLOBAL ADVISORS · EIN 04-0025081 / PN 112 | Common Collective Trust | $2K | 0.2% |
| TREASURY INFLATION PRO INDEXED SF A STATE STREET GLOBAL ADVISORS · EIN 04-0025081 / PN 076 | Common Collective Trust | $1K | 0.1% |
| TARGET RETIREMENT 2065 NL SF CL A STATE STREET GLOBAL ADVISORS · EIN 32-6528132 / PN 043 | Common Collective Trust | $549 | <0.1% |
| REIT INDEX NL SF CL A STATE STREET GLOBAL ADVISORS · EIN 04-0025081 / PN 352 | Common Collective Trust | $468 | <0.1% |
| RUSSELL 1000 GROWTH INX NL SF CL A STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 227 | Common Collective Trust | $258 | <0.1% |
| RUSSELL 1000 VALUE INX NL SF CL A STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 225 | Common Collective Trust | $250 | <0.1% |
| DAILY EAFE INDEX NL SF CLASS A STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 154 | Common Collective Trust | $93 | <0.1% |
Related plans
Other plans using PENTEGRA RETIREMENT SERVICES
BOARD OF DIRECTORS OF PENTEGRA DEFINED CONTRIBUTION PLAN
PENTEGRA DEFINED CONTRIBUTION PLAN FOR FINANCIAL INSTITUTIONS
$2.3B · 35,585 participants
NEW YORK COMMUNITY BANCORP, INC.
THE RETIREMENT PLAN OF NEW YORK COMMUNITY BANCORP, INC.
$254.6M · 234 participants
M-E ENGINEERS, INC
M-E ENGINEERS, INC. 401K PROFIT SHARING PLAN AND TRUST
$56.9M · 261 participants
FIRST SAVINGS BANK
FIRST SAVINGS BANK EMPLOYEES' SAVINGS & PROFIT SHARING PLAN
$40.0M · 253 participants
SACO & BIDDEFORD SAVINGS INSTITUTION
THE RETIREMENT PLAN OF SACO & BIDDEFORD SAVINGS INSTITUTION
$39.0M · 55 participants
BANK OF TRAVELERS REST
BANK OF TRAVELERS REST EMPLOYEE STOCK OWNERSHIP PLAN (WITH 401(K) PROVISIONS)
$35.6M · 162 participants
Similar-size Transportation & Warehousing plans
VALLEY BUS LLC
VALLEY BUS LLC 401(K) PLAN
$1.0M · 114 participants
GREEN APPLE SCHOOL MANAGEMENT
GREEN APPLE SCHOOL MANAGEMENT 401(K) PROFIT SHARING PLAN & TRUST
$1.0M · 15 participants
LENOIRS TRANSPORT INC
LENOIRS TRANSPORT INC 401K PROFIT SHARING PLAN AND TRUST
$1.0M · 32 participants
MARTEL TRANSPORTATION
MARTEL TRANSPORTATION 401K PLAN
$987K · 52 participants
VISION TRANSPORTATION OF BUFFALO, INC.
VISION TRANSPORTATION OF BUFFALO, INC. 401(K) PLAN
$1.1M · 70 participants
KICKERT SCHOOL BUS LINE, INC.
KICKERT SCHOOL BUS LINE, INC. 401(K) RETIREMENT PLAN
$923K · 332 participants
Large plans in New York
INTERNATIONAL BUSINESS MACHINES CORPORATION
IBM 401(K) PLAN
$60.4B · 49,030 participants
TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA
TIAA REAL ESTATE ACCOUNT
$25.2B
JPMORGAN CHASE BANK, N.A.
COMMINGLED PENSION TRUST FUND (STRATEGIC PROPERTY) OF JPMORGAN CHASE BANK, N.A.
$24.3B
MORGAN STANLEY DOMESTIC HOLDINGS, LLC
MORGAN STANLEY 401(K) PLAN
$22.2B · 54,084 participants
PFIZER INC
PFIZER SAVINGS PLAN
$22.0B · 29,469 participants
JPMORGAN CHASE BANK, N.A.
COMMINGLED PENSION TRUST FUND (EQUITY INDEX) OF JPMORGAN CHASE BANK, N.A.
$20.0B
