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Original filing (PDF)20251008160300NAL0009740944001
PRISM MARITIME, LLC
Form 5500
FILING_RECEIVED
PRISM MARITIME, LLC RETIREMENT TRUST
401(k) retirement plan
Active participants
353
Accounts w/ balance
458
Plan assets (EOY)
$26.2M
Net assets (EOY)
$26.2M
How this plan invests
This plan
1 pooled trust
Schedule D
32 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
- 56 bps in Schedule C fees — 93% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PRISM MARITIME, LLC.
Plan sponsor
Name
PRISM MARITIME, LLC
EIN
20-5613822
Address
1416 KELLAND DRIVE, SUITE B · CHESAPEAKE, VA · 23320
Phone
(757) 460-8800
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
2025-10-08
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CHARLES W. SNADER, PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK RETIREMENT PLAN SERVIC | 01-0233346 | — | RECORDKEEPER | $63K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRUIST INVESTMENT SRVCS (FORM BBT) | 20-5817590 | — | INVESTMENT ADVISOR | $52K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BDO USA, P.C. | 13-5381590 | — | THIRD PARTY ADMIN | $18K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHARLES W. SNADER, PC | 54-1873714 | — | PLAN AUDITOR | $14K | — |
Investments
31 direct securities · 1 pooled fund· $26.1M(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
$25.9M
31 holdings
Common Collective Trust
$204K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Ret 2035 Fund | — | — | — | $4.4M | 16.9% | |
| Vanguard Target Ret 2040 Fund | — | — | — | $3.3M | 12.5% | |
| Vanguard 500 Index Fd Admiral | — | — | — | $2.7M | 10.2% | |
| Vanguard Target Ret 2055 Fund | — | — | — | $2.4M | 9.1% | |
| Vanguard Target Ret 2030 Fund | — | — | — | $2.1M | 8.1% | |
| Vanguard Target Ret 2025 Fund | — | — | — | $1.8M | 7.0% | |
| Vanguard Target Ret 2045 Fund | — | — | — | $1.6M | 6.0% | |
| Vanguard Target Ret 2050 Fund | — | — | — | $1.2M | 4.8% | |
| Participant loans Interest bearing at 4.25% - 9.50%; maturing through | — | — | — | $1.1M | 4.3% | |
| Vanguard Target Ret 2060 Fund | — | — | — | $961K | 3.7% | |
| Vanguard Target Ret 2065 Fund | — | — | — | $618K | 2.4% | |
| Vanguard Target Ret 2020 Fund | — | — | — | $584K | 2.2% | |
| Vanguard Sm Cap Index Fd Adm | — | — | — | $478K | 1.8% | |
| JPMorgan Equity Income R5 | — | — | — | $435K | 1.7% | |
| Vanguard Mid Cap Index Adm | — | — | — | $367K | 1.4% | |
| Vanguard Dev Mrkts Indx Adm | — | — | — | $342K | 1.3% | |
| Lord Abbett Lord Abbett Growth Leaders R5 | — | — | — | $270K | 1.0% | |
| Dimensional DFA Int Core Equity Prt Inst | — | — | — | $210K | 0.8% | |
| JOHN HANCOCK STABLE VALUE GLOBAL TRUST COMPANY · EIN 80-6136981 / PN 001 | Common Collective Trust | — | — | $204K | 0.8% | |
| Lord Abbett Lord Abbett High Yield Cl R5 | — | — | — | $167K | 0.6% | |
| Dimensional DFA US Targeted Value Prt I | — | — | — | $150K | 0.6% | |
| Victory Capital USAA Short Term Bond R6 263 Vanguard Total Bond Mkt Index Adm | — | — | — | $141K | 0.5% | |
| American Funds American Balanced Fund R6 | — | — | — | $129K | 0.5% | |
| Invesco Small Cap Growth R5 | — | — | — | $127K | 0.5% | |
| JPMorgan US Govt MMkt Cap CI | — | — | — | $70K | 0.3% | |
| Vanguard Target Ret Income Fd | — | — | — | $53K | 0.2% | |
| John Hancock John Hancock Floating Rate Income R6 | — | — | — | $39K | 0.1% | |
| American Century American Cent Mid Cap Value R6 | — | — | — | $38K | 0.1% | |
| Loomis Inflation Prot Sec Inst | — | — | — | $37K | 0.1% | |
| BBH Limited Duration Fund 255 American Funds American Funds Inflation Linked Bond Fund R6 | — | — | — | $24K | <0.1% | |
| Amundi US Pioneer Select Mid Cap Grwth Y | — | — | — | $24K | <0.1% | |
| Vanguard Intl Growth Fund Adm | — | — | — | $14K | <0.1% |
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