Original filing (PDF)20241114163655NAL0020544833001

PHILADELPHIA TRAMRAIL ENTERPRISES, INC.

Name: PHILADELPHIA TRAMRAIL ENTERPRISES, INC. — PHILADELPHIA TRAMRAIL ENTERPRISES, INC. EMPLOYEES PROFIT SHARING AND 401(K) PLAN, Form 5500 (2023)
Creator: PHILADELPHIA TRAMRAIL ENTERPRISES, INC.

Form 5500

FILING_RECEIVED

PHILADELPHIA TRAMRAIL ENTERPRISES, INC. EMPLOYEES PROFIT SHARING AND 401(K) PLAN

401(k) retirement plan

Signals · 2

1 failed disclosureLate participant contributions

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

How this plan invests

This plan

1 collective trust

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score

/ 100

Grade B

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 50% of scoring inputs for this filing.

Compliance & integrity

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PHILADELPHIA TRAMRAIL ENTERPRISES, INC..

Plan sponsor

Name

PHILADELPHIA TRAMRAIL ENTERPRISES, INC.

EIN

23-2414162

Address

2207 EAST ONTARIO STREET · PHILADELPHIA, PA · 19134

Phone

(215) 533-5100

Industry

Manufacturingsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2024-01-01

Tax period

2024-01-31

Filed

2024-11-14

Pension benefit codes

2F · ERISA section 404(c)

2J · 401(k) feature

2S · Automatic enrollment

2T · Default investment account (QDIA)

3H · Sponsor in controlled / affiliated group

2E · Profit-sharing

2G · Total participant-directed accounts

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$906	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
BCG SECURITIES	23-1664237	—	ADVISOR	$0	—

Failed / refused disclosures (Sched C Part 2)

Provider	Nondisclosure info
—	—

Investments

1 pooled fund· $0

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.