Back to filter
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 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CORRELL CO | 36-3492086 | — | RECORDKEEPER | $20K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY WEALTH MANAGEMENT | — | JERICHO, NY | INVESTMENT SERVICES | $38K | — |
Investments
52 direct securities· $17.8M(97% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard 500 Index Admiral Markets Index Admiral | — | — | — | $2.6M | 14.5% | |
| Vanguard Growth Index Admiral | — | — | — | $2.0M | 11.1% | |
| Vanguard Total Stock Market ETF | — | — | — | $1.8M | 10.0% | |
| T Rowe Price Retirement 2035 | — | — | — | $1.3M | 7.3% | |
| DoubleLine Low Duration Bond I | — | — | — | $1.1M | 6.2% | |
| T Rowe Price Retirement Balanced | — | — | — | $1.0M | 5.7% | |
| Vanguard Equity-Income Adm | — | — | — | $736K | 4.0% | |
| Vanguard Mid-Cap Growth Index Admiral | — | — | — | $687K | 3.8% | |
| T Rowe Price Retirement 2045 | — | — | — | $542K | 3.0% | |
| Vanguard Total Bond Market Index Adm | — | — | — | $509K | 2.8% | |
| Vanguard Small Cap Value Index Admiral | — | — | — | $475K | 2.6% | |
| T Rowe Price Retirement 2040 | — | — | — | $439K | 2.4% | |
| T Rowe Price Retirement 2055 | — | — | — | $361K | 2.0% | |
| T Rowe Price Retirement 2025 | — | — | — | $330K | 1.8% | |
| Vanguard Total Intl Stock Index Admiral | — | — | — | $326K | 1.8% | |
| Vanguard Total Intl Stock Et | — | — | — | $311K | 1.7% | |
| Vanguard Real Estate ETF | — | — | — | $297K | 1.6% | |
| Vanguard Real Estate Index Admiral | — | — | — | $280K | 1.5% | |
| Vanguard Total Bond Market | — | — | — | $273K | 1.5% | |
| Vanguard FTSE Emerging Market | — | — | — | $265K | 1.5% | |
| Vanguard Tot World Stk Index | — | — | — | $242K | 1.3% | |
| Vanguard International Bond | — | — | — | $143K | 0.8% | |
| Vanguard Long Term Government Bond | — | — | — | $128K | 0.7% | |
| T Rowe Price Retirement 2050 | — | — | — | $115K | 0.6% | |
| Dodge & Cox Income Fund | — | — | — | $107K | 0.6% | |
| AQR Long-Short Equity I | — | — | — | $98K | 0.5% | |
| Aristotle Strategic Income Fund Class A | — | — | — | $97K | 0.5% | |
| Schwab Fundamental Large Cap | — | — | — | $92K | 0.5% | |
| iShares Gold Trust | — | — | — | $92K | 0.5% | |
| FPA Crescent | — | — | — | $87K | 0.5% | |
| Franklin Global Equity | — | — | — | $85K | 0.5% | |
| Schwab Fundamental Small Cap | — | — | — | $82K | 0.4% | |
| Vanguard Interm-Term Treasury Adm | — | — | — | $61K | 0.3% | |
| T Rowe Price Retirement 2060 | — | — | — | $55K | 0.3% | |
| Vanguard FTSE Developed Markets ETF | — | — | — | $55K | 0.3% | |
| Vanguard FTSE All-World Ex-US | — | — | — | $52K | 0.3% | |
| SPDR Dow Jones Wilshire Global Real Estate | — | — | — | $52K | 0.3% | |
| Aston/Double Line core | — | — | — | $48K | 0.3% | |
| Notes Receivable From Participants | — | — | $0 | $46K | 0.3% | |
| iShares TIPS Bond ETF | — | — | — | $39K | 0.2% | |
| iShares 20+ Year Treasury Bond | — | — | — | $26K | 0.1% | |
| Vanguard Interm-Term Bond | — | — | — | $26K | 0.1% | |
| Schwab Fundamental Intl L/C | — | — | — | $24K | 0.1% | |
| T Rowe Price Retirement 2030 | — | — | — | $22K | 0.1% | |
| 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% |
Related plans
Other plans using MORGAN STANLEY WEALTH MANAGEMENT
US RADIOLOGY SPECIALISTS, INC.
US RADIOLOGY SPECIALISTS 401(K) RETIREMENT PLAN
$571.0M · 4,664 participants
LOCAL NO. 863 PENSION PLAN
LOCAL NO. 863 PENSION PLAN
$368.7M · 11 participants
STATION CASINOS LLC
STATION CASINOS LLC & AFFILIATES 401(K) RETIREMENT PLAN
$313.2M · 8,940 participants
REID HOSPITAL & HEALTH CARE SERVICES, INC.
REID HOSPITAL & HEALTH CARE SERVICES 403(B) DEFINED CONTRIBUTION PLAN
$214.1M · 3,178 participants
WWEC LOCAL 863 PENSION PLAN
WWEC LOCAL 863 PENSION PLAN
$189.5M · 776 participants
WESTON & SAMPSON
WESTON & SAMPSON 401(K) AND PROFIT SHARING PLAN
$150.3M · 923 participants
Similar-size Professional & Technical Services plans
ASSEMBLY BIOSCIENCES, INC.
ASSEMBLY BIOSCIENCES, INC. 401(K) PLAN
$18.2M · 72 participants
RUSHLIGHT ASSETS, INC.
RUSHLIGHT ASSETS, INC. 401(K) PLAN
$18.2M · 137 participants
OREGON SOCIAL LEARNING CENTER INC.
OSLC & ODI 403B PLAN
$18.5M · 90 participants
ALFRED E. MANN FOUNDATION FOR SCIENTIFIC RESEARCH
MANN PARTNERS 401(K) RETIREMENT PLAN
$18.5M · 107 participants
XODUS MEDICAL, INC.
XODUS MEDICAL INC 401(K) PLAN
$18.0M · 152 participants
VEROS TECHNOLOGIES, LLC
VEROS TECHNOLOGIES, LLC 401(K) PLAN
$18.6M · 124 participants
Large plans in New Jersey
JPMORGAN CHASE BANK, NATIONAL ASSOCIATION
JPMORGAN CHASE 401(K) SAVINGS PLAN
$52.9B · 185,310 participants
VERIZON COMMUNICATIONS INC.
VERIZON MASTER SAVINGS TRUST
$41.1B
PGIM, INC.
PGIM FIXED INCOME GLOBAL LIQUIDITY RELATIVE VALUE MASTER FUND, LTD.
$38.4B
VERIZON COMMUNICATIONS INC.
VERIZON SAVINGS PLAN FOR MANAGEMENT EMPLOYEES
$29.4B · 63,563 participants
JOHNSON AND JOHNSON
JOHNSON AND JOHNSON SAVINGS PLAN TRUST
$24.2B
JOHNSON AND JOHNSON
JOHNSON AND JOHNSON SAVINGS PLAN
$23.6B · 44,280 participants
