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Original filing (PDF)20250828114318NAL0010420321001
P-VALUE COMMUNICATIONS
Form 5500
FILING_RECEIVED
P-VALUE COMMUNICATIONS 401(K) PLAN
401(k) retirement plan
Signals · 1
25% in single holding
Active participants
175
Accounts w/ balance
169
Plan assets (EOY)
$12.5M
Net assets (EOY)
$12.5M
How this plan invests
This plan
1 pooled trust
Schedule D
30 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
92
/ 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
87
Total plan cost
80
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Vanguard VANGUARD WELLINGTON ADMIRAL SHARES - AL" is 25% of plan.
- 40 bps in Schedule C fees — modestly above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for P-VALUE COMMUNICATIONS.
Plan sponsor
Name
P-VALUE COMMUNICATIONS
EIN
20-1888028
Address
240 CEDAR KNOLLS ROAD SUITE 200 · CEDAR KNOLLS, NJ · 07927
Phone
(973) 500-2255
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
2025-08-28
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
2S · Automatic enrollment
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AMERITAS LIFE INSURANCE CORP | 47-0098400 | — | BUNDLED RECORDKEEPER | $21K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HARRIS NYDICK; GREGORY MAKOWSKI | 22-3558384 | TOTOWA, NJ | INVESTMENT ADVISOR | $29K | — |
Investments
29 direct securities · 1 pooled fund· $12.4M(100% 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.
Uncategorized
$11.6M
29 holdings
Common Collective Trust
$811K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard WELLINGTON ADMIRAL SHARES - AL | — | — | — | $3.1M | 25.0% | |
| BLACKROCK EQUITY INDEX 1 GREAT GRAY · EIN 20-3802168 / PN 001 | Common Collective Trust | — | — | $811K | 6.5% | |
| Vanguard GROWTH INDEX ADMIRAL SHARES - AP | — | — | — | $809K | 6.5% | |
| Vanguard TARGET RETIREMENT 2055 FUND INVESTOR SHARES - AH | — | — | — | $807K | 6.5% | |
| Vanguard TARGET RETIREMENT 2050 FUND INVESTOR SHARES - AG | — | — | — | $792K | 6.4% | |
| Vanguard VALUE INDEX ADMIRAL SHARES - AO | — | — | — | $556K | 4.5% | |
| Vanguard EXTENDED MARKET INDEX ADMIRAL SHARES - AQ | — | — | — | $537K | 4.3% | |
| Vanguard TARGET RETIREMENT 2060 FUND INVESTOR SHARES - AI | — | — | — | $532K | 4.3% | |
| Vanguard TARGET RETIREMENT 2040 FUND INVESTOR SHARES - AE | — | — | — | $435K | 3.5% | |
| Vanguard TARGET RETIREMENT 2035 FUND INVESTOR SHARES - AD | — | — | — | $410K | 3.3% | |
| Vanguard TARGET RETIREMENT 2030 FUND INVESTOR SHARES - AC | — | — | — | $372K | 3.0% | |
| Vanguard TARGET RETIREMENT 2025 FUND INVESTOR SHARES - AB | — | — | — | $330K | 2.6% | |
| Vanguard TARGET RETIREMENT 2045 FUND INVESTOR SHARES - AF | — | — | — | $318K | 2.6% | |
| Goldman Sachs GOLDMAN SACHS SMALL/MID CAP GROWTH FUND CLASS R6 - AR | — | — | — | $303K | 2.4% | |
| Vanguard TOTAL BOND MARKET INDEX FUND ADMIRAL SHARES - AT | — | — | — | $222K | 1.8% | |
| Lord Abbot LORD ABBETT SHORT DURATION INCOME FUND CLASS R6 - AX | — | — | — | $219K | 1.8% | |
| American Century AMERICAN CENTURY MID CAP VALUE FUND R6 CLASS - AN | — | — | — | $209K | 1.7% | |
| Pimco INCOME FUND INSTITUTIONAL CLASS - AW | — | — | — | $205K | 1.6% | |
| Goldman Sachs GOLDMAN SACHS SMALL CAP VALUE INSIGHTS FUND CLASS R6 - A0 | — | — | — | $184K | 1.5% | |
| Vanguard TARGET RETIREMENT 2065 FUND INVESTOR SHARES - AJ | — | — | — | $181K | 1.5% | |
| American Century AMERICAN CENTURY GROWTH FUND R6 CLASS - A3 | — | — | — | $159K | 1.3% | |
| Stable FIXED INVESTMENT ACCOUNT - CW | — | — | — | $141K | 1.1% | |
| Vanguard TOTAL INTERNATIONAL STOCK INDEX ADMIRAL SHARES - AS | — | — | — | $128K | 1.0% | |
| Vanguard INTERNATIONAL GROWTH FUND ADMIRAL SHARES - A2 | — | — | — | $127K | 1.0% | |
| Dodge & cox DODGE & COX INCOME FUND CLASS I - AV | — | — | — | $112K | 0.9% | |
| DFA EMERGING MARKETS CORE EQUITY PORTFOLIO INSTITUTIONAL - AU | — | — | — | $111K | 0.9% | |
| Ameritas Interest Rates 8.75% to 9.50% | — | — | — | $108K | 0.9% | |
| America Funds AMERICAN FUNDS NEW PERSPECTIVE FUND CLASS R-6 - AM | — | — | — | $102K | 0.8% | |
| DFA REAL ESTATE SECURITIES PORTFOLIO INSTITUTIONAL CLASS - AY | — | — | — | $69K | 0.6% | |
| Vanguard TARGET RETIREMENT INCOME FUND INVESTOR SHARES - AK | — | — | — | $41K | 0.3% |
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