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Original filing (PDF)20250804141534NAL0001056913001
PSI PHARMA SUPPORT AMERICA INC
Form 5500
FILING_RECEIVED
PSI AMERICA 401(K) PLAN
401(k) retirement plan
Active participants
466
Accounts w/ balance
520
Plan assets (EOY)
$39.0M
Net assets (EOY)
$39.0M
How this plan invests
This plan
39 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
Helping the score
- Below-peer total fees (6 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PSI PHARMA SUPPORT AMERICA INC.
Plan sponsor
Name
PSI PHARMA SUPPORT AMERICA INC
EIN
20-3207582
Address
875 FIRST AVENUE · KING OF PRUSSIA, PA · 19406
Phone
(267) 464-2500
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
2025-08-04
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2E · Profit-sharing
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
KREISCHER MILLER
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $2K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $22K | — |
Investments
38 direct securities· $38.1M(98% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Investments Freedom 2045 Fund | — | — | — | $3.8M | 9.7% | |
| Fidelity Investments Freedom 2030 Fund | — | — | — | $3.7M | 9.5% | |
| Fidelity Investments Blue Chip Growth Fund | — | — | — | $2.6M | 6.6% | |
| Fidelity Investments Contrafund | — | — | — | $2.6M | 6.6% | |
| Fidelity Investments Growth Company Fund | — | — | — | $2.4M | 6.2% | |
| Fidelity Investments 500 Index | — | — | — | $2.3M | 5.9% | |
| Fidelity Investments Freedom 2050 Fund | — | — | — | $2.1M | 5.5% | |
| Fidelity Investments Freedom 2040 Fund | — | — | — | $1.8M | 4.5% | |
| Fidelity Investments International Capital Appreciation Fund | — | — | — | $1.6M | 4.0% | |
| Fidelity Investments OTC Portfolio | — | — | — | $1.6M | 4.0% | |
| Fidelity Investments Investment Grade Bond Fund | — | — | — | $1.3M | 3.2% | |
| Fidelity Investments Freedom 2035 Fund | — | — | — | $1.1M | 2.8% | |
| Calvert International Equity Fund Class A | — | — | — | $1.1M | 2.7% | |
| Fidelity Investments Intermediate Bond Fund | — | — | — | $1.0M | 2.7% | |
| Fidelity Investments Government Money Market Fund | — | — | — | $882K | 2.3% | |
| Fidelity Investments Total Market Index Fund | — | — | — | $879K | 2.3% | |
| Virtus Ceredex Mid-Cap Value Equity Fund Class I | — | — | — | $694K | 1.8% | |
| Fidelity Investments Freedom 2020 Fund | — | — | — | $686K | 1.8% | |
| Fidelity Investments Freedom 2060 Fund | — | — | — | $587K | 1.5% | |
| Fidelity Investments Puritan Fund | — | — | — | $565K | 1.5% | |
| Fidelity Investments Mid-Cap Stock Fund | — | — | — | $555K | 1.4% | |
| T. Rowe Price Blue Chip Growth Fund | — | — | — | $531K | 1.4% | |
| Columbia Dividend Income A | — | — | — | $519K | 1.3% | |
| Participant loans Maturing through January 2035; interest rates ranging from 5.25% to 10.50% | — | — | — | $486K | 1.2% | |
| American Funds American Mutual R4 | — | — | — | $468K | 1.2% | |
| Fidelity Investments Focused Stock Fund | — | — | — | $416K | 1.1% | |
| Fidelity Investments Growth Strategies Fund | — | — | — | $396K | 1.0% | |
| Fidelity Investments Freedom 2025 Fund | — | — | — | $370K | 1.0% | |
| MFS Massachusetts Investors Trust Class R3 | — | — | — | $255K | 0.7% | |
| Fidelity Investments Extended Market Index Fund | — | — | — | $255K | 0.7% | |
| Fidelity Investments Freedom 2065 Fund | — | — | — | $167K | 0.4% | |
| Principal Smallcap R5 | — | — | — | $162K | 0.4% | |
| Fidelity Investments Small Cap Value Fund | — | — | — | $118K | 0.3% | |
| Principal Short Term Income | — | — | — | $112K | 0.3% | |
| Fidelity Investments Freedom Income Fund | — | — | — | $107K | 0.3% | |
| Fidelity Investments Real Estate Investment Portfolio | — | — | — | $63K | 0.2% | |
| Fidelity Investments Freedom 2015 Fund | — | — | — | $24K | <0.1% | |
| Fidelity Investments Freedom 2010 Fund | — | — | — | $5K | <0.1% |
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