Original filing (PDF)20251010090845NAL0017488562001

POSITIVE PROMOTIONS, INC.

Name: POSITIVE PROMOTIONS, INC. — POSITIVE PROMOTIONS 401(K) SAVINGS PLAN, Form 5500 (2024)
Creator: POSITIVE PROMOTIONS, INC.

Form 5500

FILING_RECEIVED

POSITIVE PROMOTIONS 401(K) SAVINGS PLAN

401(k) retirement plan

Signals · 1

28% in single holding

Active participants

856

Accounts w/ balance

259

Plan assets (EOY)

$17.5M

Net assets (EOY)

$17.4M

How this plan invests

This plan

1 pooled trust

Schedule D

32 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

/ 100

Grade C

Average plan with room to improve

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for POSITIVE PROMOTIONS, INC..

Plan sponsor

Name

POSITIVE PROMOTIONS, INC.

EIN

13-1968593

Address

15 GILPIN AVE · HAUPPAUGE, NY · 117884723

Phone

(631) 486-2210

Industry

Professional & Technical Servicessee all

Plan administrator

Name

ERISA FIDUCIARY SERVICES

EIN

47-1637791

City

HAUPPAUGE, NY

Phone

(631) 249-0500

Plan characteristics

Plan number

003

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-10

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

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
CEP CONSULTANTS, INC	—	HAUPPAUGUE, NY	RECORDKEEPER	$41K	—
CHARLES SCHWAB TRUST BANK	82-3967259	—	RECORDKEEPER	$0	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
CFM ADVISORS INC	—	HAUPPAUGE, NY

Investments

32 direct securities · 1 pooled fund· $17.3M(99% 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.

Other securities

$16.4M

32 holdings

Common Collective Trust

$932K

1 holding

					% of plan
Vanguard 500 Index Fund Admiral Shares	Other securities	8,933	—	$4.8M	27.8%
TIAA CREF Lifecycle Index 2020 Fund Institutional Class	Other securities	92,485	—	$1.7M	10.0%
TIAA CREF Lifecycle Index 2040 Fund Institutional Class	Other securities	39,733	—	$1.2M	6.7%
METLIFE GAC SERIES 25053 CLO RELIANCE TRUST · EIN 46-6625485 / PN 001	Common Collective Trust	4,619	—	$932K	5.3%
Vanguard Balanced Index Fund Admiral Shares	Other securities	18,602	—	$902K	5.2%
Vanguard Mid-Cap Index Fund Admiral Shares	Other securities	2,754	—	$900K	5.2%
DFA Global Equity Portfolio Institutional Class	Other securities	25,877	—	$881K	5.0%
TIAA CREF Lifecycle Index 2030 Fund Institutional Class	Other securities	35,688	—	$862K	4.9%
Notes receivable from participants	Other securities	—	$0	$495K	2.8%
Vanguard Explorer Fund Admiral Shares	Other securities	4,289	—	$458K	2.6%
Vanguard Intermediate-Term Bond Index Fund	Other securities	44,718	—	$453K	2.6%
PIMCO Income Fund Class I-2	Other securities	41,941	—	$441K	2.5%
TIAA CREF Large-Cap Growth Index Fund Institutional Class	Other securities	6,494	—	$435K	2.5%
Vanguard Value Index Fund Admiral Shares	Other securities	6,513	—	$430K	2.5%
TIAA CREF Lifecycle Index 2050 Fund Institutional Class	Other securities	10,057	—	$317K	1.8%
TIAA CREF Lifecycle Index 2025 Fund Institutional Class	Other securities	13,971	—	$298K	1.7%
TIAA CREF Lifecycle Index 2045 Fund Institutional Class	Other securities	9,369	—	$289K	1.7%
TIAA CREF Lifecycle Index 2035 Fund Institutional Class	Other securities	8,932	—	$239K	1.4%
TIAA CREF Lifecycle Index 2060 Fund Institutional Class	Other securities	11,307	—	$224K	1.3%
Vanguard Small-Cap Index Fund Admiral Shares	Other securities	1,857	—	$214K	1.2%
DFA US Large Company Portfolio	Other securities	4,550	—	$177K	1.0%
TIAA CREF Lifecycle Index 2010 Fund Institutional Class	Other securities	9,587	—	$156K	0.9%
Fidelity Advisor Technology Fund Class Z	Other securities	899	—	$122K	0.7%
PGIM Jennison Mid Cap Growth Fund-Class R6	Other securities	4,929	—	$112K	0.6%
Vanguard Intermediate-Term Treasury Fund	Other securities	8,652	—	$84K	0.5%
TIAA CREF Lifecycle Index 2055 Fund Institutional Class	Other securities	2,515	—	$64K	0.4%
TIAA-CREF Lifecycle Index 2065 Fund Institutional Class	Other securities	2,072	—	$29K	0.2%
Vanguard Utilities Index Fund Admiral Shares	Other securities	318	—	$26K	0.1%
TIAA CREF Lifecycle Index 2015 Fund Institutional Class	Other securities	669	—	$11K	<0.1%
DFA Real Estate Securities Port Institutional Class	Other securities	92	—	$4K	<0.1%
American Funds High Income Trust Class R6	Other securities	198	—	$2K	<0.1%
Vanguard Developed Markets Index Fund Admiral Shares	Other securities	114	—	$2K	<0.1%
Vanguard Selected Value Inv	Other securities	5	—	$138	<0.1%