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Original filing (PDF)20251014122242NAL0001338739001
PRIME RETAIL SERVICES, INC.
Form 5500
FILING_RECEIVED
PRIME RETAIL SERVICES, INC.
401(k) retirement plan
Signals · 1
39% in single holding
Active participants
154
Accounts w/ balance
53
Plan assets (EOY)
$1.6M
Net assets (EOY)
$1.6M
How this plan invests
This plan
32 pooled trusts
Schedule D
26 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
80
Total plan cost
100
Vendor stack
100
Participation health
65
Knocking points off
- Top holding "T. Rowe Price Retirement 2040 Pooled Separate Account" is 39% of plan.
- Only 34% as many balances as active participants — suggests many active employees aren't deferring.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PRIME RETAIL SERVICES, INC..
Plan sponsor
Name
PRIME RETAIL SERVICES, INC.
EIN
20-0482360
Address
3617 SOUTHLAND DRIVE, SUITE A · FLOWERY BRANCH, GA · 30542
Phone
(770) 297-0480
Industry
Admin Support & Waste Mgmtsee 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
2025-10-14
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)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
PRICE KUBECKA, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK LIFE INSURANCE COMPANY | 01-0233346 | — | RECORDKEEPER | $4K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH-FAS | 13-5674085 | — | INVESTMENT ADVISOR | $5K | — |
Investments
26 direct securities · 32 pooled funds· $3.3M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Pooled Separate Account
$1.7M
32 holdings
Uncategorized
$1.6M
26 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| T. Rowe Price Retirement 2040 Pooled Separate Account | — | — | — | $628K | 39.4% | |
| T. ROWE PRICE RETIREMENT 2040 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $537K | 33.6% | |
| FIDELITY ADV DIVERSIFIED STOCK JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $265K | 16.6% | |
| Fidelity Adv Diversified Stock Pooled Separate Account | — | — | — | $240K | 15.1% | |
| T. ROWE PRICE RETIREMENT 2030 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $204K | 12.8% | |
| Vanguard Value Index Fund Pooled Separate Account | — | — | — | $125K | 7.9% | |
| VANGUARD VALUE INDEX FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $120K | 7.5% | |
| VANGUARD TOTAL INTL STOCK IDX JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $113K | 7.1% | |
| T. ROWE PRICE RETIREMENT 2035 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $110K | 6.9% | |
| T. Rowe Price Retirement 2035 Pooled Separate Account | — | — | — | $98K | 6.2% | |
| Vanguard Total Intl Stock Idx Pooled Separate Account | — | — | — | $91K | 5.7% | |
| T. Rowe Price Retirement 2030 Pooled Separate Account | — | — | — | $81K | 5.1% | |
| T. ROWE PRICE RETIREMENT 2045 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $69K | 4.3% | |
| VANGUARD STRATEGIC EQUITY FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $61K | 3.8% | |
| T. ROWE PRICE RETIREMENT 2055 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $58K | 3.6% | |
| Vanguard Strategic Equity Fund Pooled Separate Account | — | — | — | $56K | 3.5% | |
| T. Rowe Price Retirement 2045 Pooled Separate Account | — | — | — | $53K | 3.3% | |
| T. ROWE PRICE RETIREMENT 2050 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $51K | 3.2% | |
| T. Rowe Price Retirement 2055 Pooled Separate Account | — | — | — | $48K | 3.0% | |
| T. Rowe Price Retirement 2050 Pooled Separate Account | — | — | — | $42K | 2.6% | |
| WESTERN ASSET CORE BOND FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $26K | 1.6% | |
| Western Asset Core Bond Fund Pooled Separate Account | — | — | — | $25K | 1.6% | |
| Jh Multimanager Moderate Ls Pooled Separate Account | — | — | — | $21K | 1.3% | |
| Vanguard Mid-Cap Growth Etf Pooled Separate Account | — | — | — | $20K | 1.2% | |
| LOOMIS SAYLES CORE PLUS BOND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $12K | 0.7% | |
| T. ROWE PRICE RETIREMENT 2065 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $10K | 0.6% | |
| T. Rowe Price Retirement 2060 Pooled Separate Account | — | — | — | $9K | 0.5% | |
| Cash Non-Interest Bearing Cash ** 213 * T. Rowe Price Retirement 2065 Pooled Separate Account | — | — | — | $8K | 0.5% | |
| Loomis Sayles Core Plus Bond Pooled Separate Account | — | — | — | $8K | 0.5% | |
| T. ROWE PRICE RETIREMENT 2060 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $8K | 0.5% | |
| LORD ABBETT HIGH YIELD FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $7K | 0.4% | |
| Templeton Foreign Fund Pooled Separate Account | — | — | — | $7K | 0.4% | |
| T. Rowe Price Retirement 2025 Pooled Separate Account | — | — | — | $6K | 0.4% | |
| Lord Abbett High Yield Fund Pooled Separate Account | — | — | — | $5K | 0.3% | |
| T. ROWE PRICE GROWTH STOCK JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $4K | 0.3% | |
| T. Rowe Price Growth Stock Pooled Separate Account | — | — | — | $4K | 0.3% | |
| VANGUARD MID-CAP GROWTH ETF JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $4K | 0.2% | |
| TEMPLETON FOREIGN FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $4K | 0.2% | |
| AMERICAN CENTURY INFL ADJ BOND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $4K | 0.2% | |
| INVESCO EQV INTL EQUITY FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $4K | 0.2% | |
| Allspring Special Scap Value Pooled Separate Account | — | — | — | $3K | 0.2% | |
| NUVEEN SMALL-CAP BLEND INDEX JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $3K | 0.2% | |
| T. Rowe Price Retirement 2015 Pooled Separate Account ** 321 * Nuveen Small-Cap Blend Index Pooled Separate Account | — | — | — | $3K | 0.2% | |
| American Century Infl Adj Bond Pooled Separate Account | — | — | — | $3K | 0.2% | |
| JANUS HENDERSON TRITON FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $3K | 0.2% | |
| ALLSPRING SPECIAL SCAP VALUE JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $3K | 0.2% | |
| Janus Henderson Triton Fund Pooled Separate Account | — | — | — | $3K | 0.2% | |
| T. Rowe Price Retirement 2020 Pooled Separate Account | — | — | — | $3K | 0.2% | |
| Invesco Eqv Intl Equity Fund Pooled Separate Account | — | — | — | $3K | 0.2% | |
| T. ROWE PRICE RETIREMENT 2025 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $2K | 0.1% | |
| T. ROWE PRICE RETIREMENT 2020 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $2K | 0.1% | |
| T. ROWE PRICE RETIREMENT 2015 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $339 | <0.1% | |
| AMERICAN FUNDS NEW PERSPECTIVE JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PARNASSUS VALUE EQUITY FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| JANUS HENDERSON BALANCED FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| JH MULTIMANAGER MODERATE LS JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| T. ROWE PRICE RETIREMENT 2010 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| JOHN HANCOCK STABLE VAL JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% |