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Original filing (PDF)20250414154457NAL0000846835001
PIBLY RESIDENTIAL PROGRAMS, INC.
Form 5500
FILING_RECEIVED
PIBLY RESIDENTIAL PROGRAMS, INC. 401(K) PLAN
401(k) retirement plan
Active participants
114
Accounts w/ balance
177
Plan assets (EOY)
$6.2M
Net assets (EOY)
$6.2M
How this plan invests
This plan
2 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)
95
/ 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
100
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- Below-peer total fees (13 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PIBLY RESIDENTIAL PROGRAMS, INC..
Plan sponsor
Name
PIBLY RESIDENTIAL PROGRAMS, INC.
EIN
13-3396313
Address
2415 WESTCHESTER AVENUE · BRONX, NY · 10461
Phone
(718) 863-4100
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-07-01
Tax period
2024-06-30
Filed
2025-04-14
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
GELTRUDE AND COMPANY LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $8K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
Investments
2 pooled funds· $257K(4% 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 |
|---|---|---|---|
| STATE ST S&P MD CP IDX NL J STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 347 | Common Collective Trust | $153K | 2.5% |
| INVESCO STABLE ASSET - ADP59 INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | $104K | 1.7% |
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