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Original filing (PDF)20251009151609NAL0003695331001
PECKHAM INDUSTRIES, INC.
Form 5500
FILING_RECEIVED
PECKHAM INDUSTRIES, INC. DEFERRED COMPENSATION PROFIT SHARING THRIFT PLAN
401(k) retirement plan
Active participants
711
Accounts w/ balance
923
Plan assets (EOY)
$91.4M
Net assets (EOY)
$91.4M
How this plan invests
This plan
27 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 PECKHAM INDUSTRIES, INC..
Plan sponsor
Name
PECKHAM INDUSTRIES, INC.
EIN
13-1724577
Address
172 PROSPECT HILL ROAD · BREWSTER, NY · 10509
Phone
(914) 949-2000
Industry
Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-09
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)
3H · Sponsor in controlled / affiliated group
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
PKF O'CONNOR DAVIES, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | -$123K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $23K | — |
Investments
27 direct securities· $89.9M(98% of reported assets)
Uncategorized
$76.0M
26 holdings
Mutual Funds
$13.9M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| S SHARES * Fidelity Freedom 2030 K | Mutual Funds | — | $790K | $13.9M | 15.2% | |
| Fidelity Contrafund K | — | — | $624K | $13.2M | 14.4% | |
| Fidelity Freedom 2025 K | — | — | $693K | $9.4M | 10.3% | |
| Fidelity Freedom 2035 K | — | — | $413K | $6.5M | 7.1% | |
| MONEY MARKET FUND * Fidelity Government Money Market | — | — | $5.0M | $5.0M | 5.5% | |
| Fidelity 500 Index | — | — | $23K | $4.7M | 5.2% | |
| Fidelity Freedom 2040 K | — | — | $337K | $3.9M | 4.3% | |
| Fidelity Freedom 2050 K | — | — | $283K | $3.9M | 4.2% | |
| Fidelity Freedom 2055 K | — | — | $220K | $3.5M | 3.8% | |
| Fidelity Freedom 2045 K | — | — | $255K | $3.4M | 3.8% | |
| T. Rowe Price Capital Apprecation Fund | — | — | $82K | $2.8M | 3.1% | |
| Fidelity Freedom 2020 K | — | — | $195K | $2.8M | 3.1% | |
| Fidelity Freedom 2060 K | — | — | $170K | $2.5M | 2.7% | |
| Fidelity Extended Market Index | — | — | $21K | $1.9M | 2.0% | |
| BlackRock Total Return IS | — | — | $184K | $1.8M | 2.0% | |
| MFS Mid Cap Growth R6 | — | — | $54K | $1.7M | 1.9% | |
| Fidelity International Discovery K | — | — | $35K | $1.7M | 1.9% | |
| MFS Value R6 | — | — | $33K | $1.6M | 1.8% | |
| Fidelity US Bond Index | — | — | $128K | $1.3M | 1.4% | |
| Fidelity Freedom 2065 K | — | — | $92K | $1.2M | 1.3% | |
| Fidelity International Index | — | — | $25K | $1.2M | 1.3% | |
| Victory Sycamore Established Value A | — | — | $18K | $833K | 0.9% | |
| Fidelity Freedom 2015 K | — | — | $50K | $572K | 0.6% | |
| Fidelity Freedom 2010 K | — | — | $18K | $249K | 0.3% | |
| Cohen & Steers Realty | — | — | $3K | $199K | 0.2% | |
| Fidelity Freedom Income K | — | — | $13K | $138K | 0.2% | |
| Fidelity Freedom 2070 K 895 | — | — | — | $9K | <0.1% |
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