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Original filing (PDF)20251014111004NAL0002600945001
PRUTECH SOLUTIONS, INC.
Form 5500
FILING_RECEIVED
PRUTECH SOLUTIONS, INC. 401(K) PROFIT SHARING PLAN AND TRUST
401(k) retirement plan
Active participants
220
Accounts w/ balance
167
Plan assets (EOY)
$7.6M
Net assets (EOY)
$7.6M
How this plan invests
This plan
29 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 (30 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PRUTECH SOLUTIONS, INC..
Plan sponsor
Name
PRUTECH SOLUTIONS, INC.
EIN
22-3606232
Address
555 US HIGHWAY 1 S STE 230 · ISELIN, NJ · 088303150
Phone
(732) 404-1600
Industry
All Other Professional Services· 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
2025-10-14
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
RAM ASSOCIATES
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 |
|---|---|---|---|---|---|
| WILMINGTON TRUST NATIONAL ASSOC | 16-1486454 | — | ADVISOR | $21K | — |
Investments
29 direct securities· $7.5M(99% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FID FREEDOM 2050 K Registered Investment Company - | — | — | — | $1.7M | 22.1% | |
| FID 500 INDEX Registered Investment Company - | — | — | — | $824K | 10.8% | |
| FID FREEDOM 2045 K Registered Investment Company - | — | — | — | $794K | 10.5% | |
| FID FREEDOM 2040 K Registered Investment Company - | — | — | — | $619K | 8.1% | |
| FID FREEDOM 2030 K Registered Investment Company - | — | — | — | $549K | 7.2% | |
| FID FREEDOM 2020 K Registered Investment Company - | — | — | — | $504K | 6.6% | |
| FID FREEDOM 2035 K Registered Investment Company - | — | — | — | $431K | 5.7% | |
| FID FREEDOM 2025 K Registered Investment Company - | — | — | — | $372K | 4.9% | |
| TRP GROWTH STOCK Registered Investment Company | — | — | — | $309K | 4.1% | |
| FID FREEDOM 2055 K Registered Investment Company - | — | — | — | $226K | 3.0% | |
| FID GOVT MMKT Registered Investment Company - | — | — | — | $205K | 2.7% | |
| COL DIVIDEND INC I3 Registered Investment Company - | — | — | — | $150K | 2.0% | |
| FID FREEDOM 2060 K Registered Investment Company - | — | — | — | $139K | 1.8% | |
| FID MID CAP IDX Registered Investment Company - | — | — | — | $97K | 1.3% | |
| PGIM TOTAL RTN BD R6 Registered Investment Company - | — | — | — | $79K | 1.0% | |
| FID US BOND IDX Registered Investment Company - | — | — | — | $73K | 1.0% | |
| FID GLB EX US IDX Registered Investment Company - | — | — | — | $66K | 0.9% | |
| AF NEW WORLD R6 Registered Investment Company - | — | — | — | $64K | 0.8% | |
| FID INTL INDEX Registered Investment Company - | — | — | — | $61K | 0.8% | |
| Participant Loans *Interest rates (4.25% TO - | — | — | — | $55K | 0.7% | |
| MFS MID CAP GRTH R3 Registered Investment Company - | — | — | — | $52K | 0.7% | |
| FID FREEDOM INC K Registered Investment Company - | — | — | — | $43K | 0.6% | |
| WCM FCSD INTL GR IS Registered Investment Company - | — | — | — | $43K | 0.6% | |
| FID SM CAP IDX Registered Investment Company - | — | — | — | $27K | 0.4% | |
| FID FREEDOM 2065 K Registered Investment Company - | — | — | — | $26K | 0.3% | |
| AM CENT MDCPVAL INV Registered Investment Company - | — | — | — | $20K | 0.3% | |
| PIF SMALL CAP R5 Registered Investment Company - | — | — | — | $10K | 0.1% | |
| FID FREEDOM 2015 K Registered Investment Company - | — | — | — | $9K | 0.1% | |
| AS SPL SM CAP VAL R6 Registered Investment Company - | — | — | — | $3K | <0.1% |
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