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Original filing (PDF)20251013164133NAL0000831379001

PSYCHOGENICS INC.

Form 5500
FILING_RECEIVED
PSYCHOGENICS, INC. 401(K) PLAN
401(k) retirement plan
Active participants
167
Accounts w/ balance
229
Plan assets (EOY)
$18.3M
Net assets (EOY)
$18.3M
How this plan invests
This plan
52 securities
funds · stocks · CUSIPs

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

Plan health score (directional)
100
/ 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
100
Vendor stack
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PSYCHOGENICS INC..
Plan sponsor
Name
PSYCHOGENICS INC.
EIN
14-1989159
Address
215 COLLEGE RD · PARAMUS, NJ · 07652
Phone
(914) 406-8000
Industry
Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-13
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
2T · Default investment account (QDIA)
3F · Sponsor used leased employees
2X · Other multiple-employer DC plan
Audit & trust (Schedule H)
Auditor
CBIZ CPAS, P.C.
Trustee / custodian
Trustee phone

Service providers (Schedule C)

2 rows
Recordkeeper
1
NameEINLocationRelationDirect compIndirect comp
CORRELL CO36-3492086RECORDKEEPER$20K
Other
1
NameEINLocationRelationDirect compIndirect comp
MORGAN STANLEY WEALTH MANAGEMENTJERICHO, NYINVESTMENT SERVICES$38K

Investments

52 direct securities· $17.8M(97% of reported assets)
PIInvestmentTypeShares / unitsCostCurrent value% of plan
Vanguard 500 Index Admiral Markets Index Admiral$2.6M14.5%
Vanguard Growth Index Admiral$2.0M11.1%
Vanguard Total Stock Market ETF$1.8M10.0%
T Rowe Price Retirement 2035$1.3M7.3%
DoubleLine Low Duration Bond I$1.1M6.2%
T Rowe Price Retirement Balanced$1.0M5.7%
Vanguard Equity-Income Adm$736K4.0%
Vanguard Mid-Cap Growth Index Admiral$687K3.8%
T Rowe Price Retirement 2045$542K3.0%
Vanguard Total Bond Market Index Adm$509K2.8%
Vanguard Small Cap Value Index Admiral$475K2.6%
T Rowe Price Retirement 2040$439K2.4%
T Rowe Price Retirement 2055$361K2.0%
T Rowe Price Retirement 2025$330K1.8%
Vanguard Total Intl Stock Index Admiral$326K1.8%
Vanguard Total Intl Stock Et$311K1.7%
Vanguard Real Estate ETF$297K1.6%
Vanguard Real Estate Index Admiral$280K1.5%
Vanguard Total Bond Market$273K1.5%
Vanguard FTSE Emerging Market$265K1.5%
Vanguard Tot World Stk Index$242K1.3%
Vanguard International Bond$143K0.8%
Vanguard Long Term Government Bond$128K0.7%
T Rowe Price Retirement 2050$115K0.6%
Dodge & Cox Income Fund$107K0.6%
AQR Long-Short Equity I$98K0.5%
Aristotle Strategic Income Fund Class A$97K0.5%
Schwab Fundamental Large Cap$92K0.5%
iShares Gold Trust$92K0.5%
FPA Crescent$87K0.5%
Franklin Global Equity$85K0.5%
Schwab Fundamental Small Cap$82K0.4%
Vanguard Interm-Term Treasury Adm$61K0.3%
T Rowe Price Retirement 2060$55K0.3%
Vanguard FTSE Developed Markets ETF$55K0.3%
Vanguard FTSE All-World Ex-US$52K0.3%
SPDR Dow Jones Wilshire Global Real Estate$52K0.3%
Aston/Double Line core$48K0.3%
Notes Receivable From Participants$0$46K0.3%
iShares TIPS Bond ETF$39K0.2%
iShares 20+ Year Treasury Bond$26K0.1%
Vanguard Interm-Term Bond$26K0.1%
Schwab Fundamental Intl L/C$24K0.1%
T Rowe Price Retirement 2030$22K0.1%
Vanguard Short Term Treasury ETF$18K<0.1%
DoubleLine Emerging Markets Fixed Inc I$13K<0.1%
Invesco DB Us Dollar Index B$12K<0.1%
T Rowe Price Retirement 2020$11K<0.1%
Schwab Fundamental Intl S/C$11K<0.1%
T Rowe Price Retirement 2065$10K<0.1%
Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF$6K<0.1%
Vanguard Cash Reserves Federal Money Market Fund Admiral Shares$14<0.1%

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