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Original filing (PDF)20251013102622NAL0001107153001
PEOPLETEC, INC.
Form 5500
FILING_RECEIVED
PEOPLETEC, INC. 401(K) PLAN
401(k) retirement plan
Active participants
617
Accounts w/ balance
679
Plan assets (EOY)
$83.3M
Net assets (EOY)
$83.3M
How this plan invests
This plan
2 pooled trusts
Schedule D
33 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
100
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- 26 bps in Schedule C fees — 63% above peer band of 16 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PEOPLETEC, INC..
Plan sponsor
Name
PEOPLETEC, INC.
EIN
20-2320135
Address
4901-I CORPORATE DRIVE · HUNTSVILLE, AL · 35805
Phone
(256) 319-3800
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
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
WARREN AVERETT
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $71K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RAYMOND JAMES & ASSOCIATES INC | — | ST PETERSBURG, FL | INVESTMENT ADVISOR | $121K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $25K | — |
Investments
31 direct securities · 2 pooled funds· $83.3M(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
$78.3M
31 holdings
Pooled Separate Account
$5.1M
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX ADMIRAL Mutual fund | — | — | — | $13.7M | 16.4% | |
| AB LARGE CAP GROWTH ADV Mutual fund | — | — | — | $8.6M | 10.3% | |
| AMERICAN FUNDS 2030 TRGT DATE RETIRE R6 Mutual fund | — | — | — | $7.4M | 8.9% | |
| AMERICAN FUNDS 2050 TRGT DATE RETIRE R6 Mutual fund | — | — | — | $6.5M | 7.8% | |
| AMERICAN FUNDS 2040 TRGT DATE RETIRE R6 Mutual fund | — | — | — | $5.4M | 6.5% | |
| EI FIXED ACCOUNT - SERIES CLASS I Guaranteed investment contract | — | — | — | $4.8M | 5.8% | |
| LARGE CAP VALUE I (JPMORGAN) EMPOWER ANNUITY INSURANCE COMPANY · EIN 41-6202499 / PN 129 | Pooled Separate Account | — | — | $3.7M | 4.4% | |
| EMPOWER T. ROWE PRICE MID CAP GR INST Mutual fund | — | — | — | $2.5M | 3.0% | |
| VANGUARD SMALL CAP INDEX ADM Mutual fund | — | — | — | $2.4M | 2.8% | |
| GOLDMAN SACHS GQG PTNRS INTL OPP A Mutual fund | — | — | — | $2.4M | 2.8% | |
| AMERICAN FUNDS 2020 TRGT DATE RETIRE R6 Mutual fund | — | — | — | $2.3M | 2.8% | |
| VANGUARD TOTAL BOND MARKET INDEX ADMIRAL Mutual fund | — | — | — | $2.1M | 2.5% | |
| VANGUARD MID CAP INDEX FUND - ADMIRAL Mutual fund | — | — | — | $2.0M | 2.4% | |
| JHANCOCK DISCIPLINED VALUE MID CAP R6 Mutual fund | — | — | — | $2.0M | 2.4% | |
| MAINSTAY INCOME BUILDER I Mutual fund | — | — | — | $1.6M | 1.9% | |
| VANGUARD DEVELOPED MARKETS INDEX ADMIRAL Mutual fund | — | — | — | $1.5M | 1.8% | |
| CORE PLUS BOND / PGIM FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 299 | Pooled Separate Account | — | — | $1.4M | 1.7% | |
| GQG PARTNERS EMERGING MARKETS EQTY INST Mutual fund | — | — | — | $1.4M | 1.6% | |
| AMERICAN FUNDS 2060 TRGT DATE RETIRE R6 Mutual fund | — | — | — | $1.2M | 1.5% | |
| AMERICAN FUNDS AMERICAN BALANCED R6 Mutual fund | — | — | — | $1.2M | 1.5% | |
| VANGUARD INTERNATIONAL GROWTH ADM Mutual fund | — | — | — | $1.2M | 1.4% | |
| DELAWARE SMALL CAP VALUE R6 Mutual fund | — | — | — | $990K | 1.2% | |
| MFS GLOBAL EQUITY R6 Mutual fund | — | — | — | $929K | 1.1% | |
| COHEN & STEERS REALTY SHARES I Mutual fund | — | — | — | $903K | 1.1% | |
| AB SMALL CAP GROWTH Z Mutual fund | — | — | — | $870K | 1.0% | |
| GOLDMAN SACHS SMALL/MID CAP GROWTH R6 Mutual fund | — | — | — | $758K | 0.9% | |
| Notes receivable from participants Interest rate ranging from 4.25% to 9.50% | — | — | — | $748K | 0.9% | |
| VANGUARD EMERGING MKTS STOCK IDX ADM Mutual fund | — | — | — | $728K | 0.9% | |
| BLACKROCK STRATEGIC GLOBAL BOND K Mutual fund | — | — | — | $682K | 0.8% | |
| PGIM HIGH YIELD R4 Mutual fund | — | — | — | $659K | 0.8% | |
| JPMORGAN GOVERNMENT BOND R6 Mutual fund | — | — | — | $477K | 0.6% | |
| VANGUARD REAL ESTATE INDEX ADMIRAL Mutual fund | — | — | — | $358K | 0.4% | |
| AMERICAN FUNDS 2010 TRGT DATE RETIRE R6 Mutual fund | — | — | — | $93K | 0.1% |
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