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Original filing (PDF)20250918095939NAL0002892482001
PIM BRANDS, INC.
Form 5500
FILING_RECEIVED
PIM BRANDS, INC. 401(K) PLAN
401(k) retirement plan
Active participants
474
Accounts w/ balance
643
Plan assets (EOY)
$39.2M
Net assets (EOY)
$39.2M
How this plan invests
This plan
1 pooled trust
Schedule D
28 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
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PIM BRANDS, INC..
Plan sponsor
Name
PIM BRANDS, INC.
EIN
22-2721832
Address
ONE PIM PLAZA · PARK RIDGE, NJ · 07656
Phone
(201) 784-5800
Industry
Wholesale Tradesee 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
2025-09-18
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
BAKER TILLY US,LLP
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 | $38K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| J P MORGAN BROKER-DEALER HOLDINGS I | — | NEW YORK, NY | INVESTMENT ADVISOR | $35K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $15K | — |
Investments
27 direct securities · 1 pooled fund· $39.3M(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
$38.4M
25 holdings
Guaranteed Income / GIC
$522K
1 holding
Common Collective Trust
$300K
1 holding
Mutual Funds
$79K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| America R6 Blackrock Lifepath Index 2030 K N/R | — | — | — | $4.4M | 11.3% | |
| K Fidelity 500 Index N/R | — | — | — | $4.4M | 11.1% | |
| MFS Massachusetts Investors Gr N/R | — | — | — | $3.6M | 9.2% | |
| Blackrock Lifepath Index 2050 K N/R | — | — | — | $3.2M | 8.3% | |
| Blackrock Lifepath Index Retirement N/R | — | — | — | $2.9M | 7.4% | |
| Blackrock Lifepath Index 2055 K N/R | — | — | — | $2.5M | 6.4% | |
| Blackrock Lifepath Index 2035 K N/R | — | — | — | $2.5M | 6.4% | |
| Blackrock Lifepath Index 2045 K N/R | — | — | — | $2.5M | 6.4% | |
| Blackrock Lifepath Index 2040 K N/R | — | — | — | $2.2M | 5.7% | |
| Fidelity Mid Cap Index N/R | — | — | — | $2.1M | 5.5% | |
| Fidelity Large Cap Growth Index N/R | — | — | — | $1.7M | 4.4% | |
| Index Fidelity International Index N/R | — | — | — | $1.3M | 3.3% | |
| Blackrock Lifepath Index 2060 K N/R | — | — | — | $1.1M | 2.8% | |
| Fund * Participant Loans Interest rates: 4.25% - 9.50% $0 | — | — | — | $653K | 1.7% | |
| R6 American Funds American Funds Bond Fund of N/R | — | — | — | $605K | 1.5% | |
| Stk R6 Prudential PGIM High Yield R6 N/R | — | — | — | $595K | 1.5% | |
| * Empower Annuity Insurance Key Guaranteed Portfolio Fund N/R | Guaranteed Income / GIC | — | — | $522K | 1.3% | |
| Fidelity Advisor Stock Selector Small N/R | — | — | — | $392K | 1.0% | |
| American Funds American Funds American Mutual N/R | — | — | — | $378K | 1.0% | |
| Fidelity US Bond Index N/R | — | — | — | $343K | 0.9% | |
| FIDELITY MANAGED INCOME PORTFOLIO F FIDELITY COMMINGLED POOL · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $300K | 0.8% | |
| Cap Fund Z Fidelity Emerging Markets Index N/R | — | — | — | $267K | 0.7% | |
| Blackrock Lifepath Index 2065 K N/R | — | — | — | $171K | 0.4% | |
| Fidelity Small Cap Index N/R | — | — | — | $156K | 0.4% | |
| Fidelity Inflation Protected Bond N/R | — | — | — | $124K | 0.3% | |
| American Century American Century Emerging N/R | Mutual Funds | — | — | $79K | 0.2% | |
| Fidelity Large Cap Value Index N/R | — | — | — | $71K | 0.2% | |
| Markets R6 American Century American Century Real Estate R6 N/R | — | — | — | $45K | 0.1% |
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