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Original filing (PDF)20251015165445NAL0006979792001
PRESTIGE EMPLOYEE ADMINISTRATORS, INC.
Form 5500
FILING_RECEIVED
PRESTIGE EMPLOYEE ADMINISTRATORS RETIREMENT SAVINGS PLAN
401(k) retirement plan
Signals · 3
57% in single holding~42000175 bps in Sched C fees9 service providers
Active participants
0
Accounts w/ balance
0
Plan assets (EOY)
$342
Net assets (EOY)
$342
How this plan invests
This plan
1 pooled trust
Schedule D
3 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
85
/ 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
75
Total plan cost
65
Vendor stack
100
Participation health
90
Knocking points off
- Top holding "Metropolitan West Total Return Bd Pl" is 57% of plan.
- 42000175 bps in Schedule C fees — 26582290% above peer band of 158 bps.
- No active participants reported but plan still holds assets.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PRESTIGE EMPLOYEE ADMINISTRATORS, INC..
Plan sponsor
Name
PRESTIGE EMPLOYEE ADMINISTRATORS, INC.
EIN
11-3448580
Address
1371 SAWGRASS CORPORATE PARKWAY · SUNRISE, FL · 33323
Phone
(516) 692-8505
Industry
Admin Support & Waste Mgmtsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
333
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2S · Automatic enrollment
2T · Default investment account (QDIA)
2V · PEO multiple-employer plan
3B · Covers self-employed individuals
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
SKIBBIE CPA INC.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
9 rowsOther
9| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AMERITAS LIFE INSURANCE CORP | 47-0098400 | — | NONE | $1.1M | — |
| PRESTIGE EMPLOYEE ADMINISTRATORS, I | 11-3448580 | — | NONE | $105K | — |
| IHT WEALTH MANAGEMENT LLC | 32-8764791 | — | NONE | $96K | — |
| BKS FINANCIAL STATEMENTS LLC | 84-1921272 | — | NONE | $75K | — |
| SIGNATURE SECURITIES GROUP | 13-4120476 | — | NONE | $38K | — |
| CHARLES SCHWAB BANK | 82-3967259 | — | NONE | $37K | — |
| LPL FINANCIAL LLC | 04-3046611 | — | NONE | $13K | — |
| EQUITABLE ADVISORS, LLC | 13-4071393 | — | NONE | $10K | — |
| PRIVATE ADVISOR GROUP LLC | 27-3463733 | — | NONE | $2K | — |
Investments
3 direct securities · 1 pooled fund· $342(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
$342
3 holdings
Common Collective Trust
$0
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Metropolitan West Total Return Bd Pl | — | — | — | $194 | 56.7% | |
| Federated Inst High Yield Bond Fd R6 | — | — | — | $79 | 23.1% | |
| Vanguard Interm Term Trsy Fd Adm Cl | — | — | — | $69 | 20.2% | |
| METLIFE GAC 25554 - FEE CLASS J WTRISC CIT · EIN 26-0142858 / PN 094 | Common Collective Trust | — | — | $0 | <0.1% |
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