Back to filter
Original filing (PDF)20250804130829NAL0000997313001
PSKW, LLC
Form 5500
FILING_RECEIVED
CONNECTIVERX RETIREMENT SAVINGS PLAN
401(k) retirement plan
Signals · 1
100% in single holding
Active participants
1,431
Accounts w/ balance
1,806
Plan assets (EOY)
$75.0M
Net assets (EOY)
$75.0M
How this plan invests
This plan
1 pooled trust
Schedule D
1 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
90
/ 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
75
Total plan cost
80
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "T. ROWE PRICE STABLE VALUE COMMON TRUST FUND" is 100% of plan.
- 22 bps in Schedule C fees — modestly above peer band of 16 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PSKW, LLC.
Plan sponsor
Name
PSKW, LLC
EIN
20-3058721
Address
200 JEFFERSON PARK · WHIPPANY, NJ · 07981
Phone
(201) 358-7200
Industry
Health Care & Social Assistancesee 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
2025-08-04
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2R · Participant-directed brokerage (SDBA)
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3F · Sponsor used leased employees
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
WISS & COMPANY, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NEWPORT GROUP, INC. | 27-2037969 | — | RECORDKEEPER | $109K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PNC INSTITUTIONAL ASSET MANAGEMENT | 22-1146430 | — | ADVISOR | $36K | — |
Trustee
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NEWPORT TRUST COMPANY | 27-4411131 | — | TRUSTEE | $19K | — |
Investments
1 pooled fund· $2.0M(3% 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.
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| T ROWE PRICE STABLE VALUE FUND A T ROWE PRICE · EIN 52-1309931 / PN 001 | Common Collective Trust | — | $1.8M | $2.0M | 2.7% |