Back to filter
Original filing (PDF)20251003133217NAL0002380016001
OFFICE BASICS, INC.
Form 5500
FILING_RECEIVED
OFFICE BASICS, INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
136
Accounts w/ balance
142
Plan assets (EOY)
$13.9M
Net assets (EOY)
$13.9M
How this plan invests
This plan
1 pooled trust
Schedule D
34 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for OFFICE BASICS, INC..
Plan sponsor
Name
OFFICE BASICS, INC.
EIN
23-2474862
Address
22 CREEK CIRCLE · BOOTHWYN, PA · 19061
Phone
(610) 471-1000
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
2025-10-03
Pension benefit codes
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
KREISCHER MILLER
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KATHMERE CAPITAL MANAGEMENT | 81-1449683 | — | NONE | $25K | — |
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $16K | — |
Investments
33 direct securities · 1 pooled fund· $13.9M(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
$13.7M
33 holdings
Common Collective Trust
$263K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| JPMorgan Large Cap Growth R6 JP Morgan 0 | — | — | — | $2.3M | 16.5% | |
| JPMorgan SmartRetirement 2035 R6 JP Morgan 0 | — | — | — | $1.6M | 11.2% | |
| American Funds Growth Fund of Amer R6 American Funds 0 | — | — | — | $1.5M | 11.1% | |
| Vanguard 500 Index Adm Vanguard 0 | — | — | — | $1.2M | 8.3% | |
| JPMorgan SmartRetirement 2045 R6 JP Morgan 0 | — | — | — | $996K | 7.2% | |
| JPMorgan SmartRetirement 2055 R6 JP Morgan 0 | — | — | — | $726K | 5.2% | |
| Invesco Global R6 Invesco 0 | — | — | — | $623K | 4.5% | |
| Vanguard Equity Income Adm Vanguard 0 | — | — | — | $607K | 4.4% | |
| American Eupac R6 American Eupac 0 | — | — | — | $530K | 3.8% | |
| T. Rowe Price Mid-Cap Growth I T. Rowe Price 0 | — | — | — | $482K | 3.5% | |
| JPMorgan Core Plus Bond R6 JP Morgan 0 | — | — | — | $358K | 2.6% | |
| Vanguard Extended Market Index Adm Vanguard 0 | — | — | — | $352K | 2.5% | |
| JPMorgan SmartRetirement 2025 R6 JP Morgan 0 | — | — | — | $341K | 2.4% | |
| MFS Aggressive Growth Allocation R4 MFS 0 | — | — | — | $332K | 2.4% | |
| Vanguard Small-Cap Index Adm Vanguard 0 | — | — | — | $275K | 2.0% | |
| FEDERATED HERMES CAPITAL PRES I FEDERATED HERMES · EIN 22-2712853 / PN 001 | Common Collective Trust | — | — | $263K | 1.9% | |
| MFS Moderate Allocation R4 MFS 0 | — | — | — | $202K | 1.5% | |
| MFS International Intrinsic Value R MFS 0 | — | — | — | $168K | 1.2% | |
| Vanguard Mid-Cap Value Index Adm Vanguard 0 | — | — | — | $160K | 1.1% | |
| Various Rates and Maturities Participant's Loan Account 0 | — | — | — | $131K | 0.9% | |
| Loomis Sayles Bond Inst Loomis Sayles 0 | — | — | — | $117K | 0.8% | |
| MFS Conservative Allocation R4 MFS 0 | — | — | — | $98K | 0.7% | |
| Vanguard Interm-Term Bond Index Adm Vanguard 0 | — | — | — | $95K | 0.7% | |
| JPMorgan SmartRetirement 2030 R6 JP Morgan 0 | — | — | — | $86K | 0.6% | |
| JPMorgan SmartRetirement 2050 R6 JP Morgan 0 | — | — | — | $82K | 0.6% | |
| Vanguard Small-Cap Growth Index Adm Vanguard 0 | — | — | — | $76K | 0.5% | |
| JPMorgan SmartRetirement 2060 R6 JP Morgan 0 | — | — | — | $75K | 0.5% | |
| Vanguard Real Estate Index Adm Vanguard 0 | — | — | — | $58K | 0.4% | |
| JPMorgan SmartRetirement 2040 R6 JP Morgan 0 | — | — | — | $43K | 0.3% | |
| JPMorgan SmartRetirement Income R6 JP Morgan 0 | — | — | — | $40K | 0.3% | |
| Goldman Sachs Intl Sm Cap Insights Instl Goldman Sachs 0 | — | — | — | $33K | 0.2% | |
| Goldman Sachs U.S. Mortgages Instl Goldman Sachs 0 | — | — | — | $15K | 0.1% | |
| Vanguard Mid-Cap Growth Index Adm Vanguard 0 | — | — | — | $14K | <0.1% | |
| JPMorgan SmartRetirement 2020 R6 JP Morgan 0 | — | — | — | $1K | <0.1% |
Related plans
Other plans using KATHMERE CAPITAL MANAGEMENT
SUPPLYONE, INC.
SUPPLYONE 401(K) PLAN
$119.5M · 2,110 participants
D.G. YUENGLING & SON, INC.
D.G. YUENGLING & SON, INC. 401(K) SAVINGS AND PROFIT-SHARING PLAN
$63.4M · 332 participants
DELAWARE PARK MANAGEMENT COMPANY, LLC
DELAWARE PARK & AFFILIATES 401(K) PLAN
$42.6M · 777 participants
ELLIOTT-LEWIS CORPORATION
ELLIOTT-LEWIS CORPORATION 401(K) SAVINGS PLAN
$41.4M · 211 participants
VISIONARY EYE CARE PARTNERS
VISIONARY EYE CARE PARTNERS 401(K) PLAN
$38.2M · 866 participants
TIOGA PIPE ,INC.
TIOGA RETIREMENT SAVINGS PLAN
$34.5M · 116 participants
Similar-size Wholesale Trade plans
THE BOX MAKER
THE BOX MAKER, INC. 401(K) RETIREMENT PLAN
$14.0M · 215 participants
INNO PAK, LLC
INNO-PAK, LLC 401(K) PROFIT SHARING PLAN
$14.1M · 229 participants
HOLT PAPER & CHEMICAL COMPANY, INC.
EMPLOYEE'S PROFIT SHARING RETIREMENT PLAN OF HOLT PAPER & CHEMICAL
$13.6M · 90 participants
FLEX-PAC, INC.
FLEX-PAC, INC. 401(K) PLAN
$13.5M · 105 participants
DOMINION SOLUTIONS, INC. FKA DOMINION GRAPHIC SERVICES
SOURCE4 401(K) PLAN
$13.3M · 225 participants
COMMONWEALTH PACKAGING COMPANY
COMMONWEALTH PACKAGING COMPANY 401(K) RETIREMENT PLAN
$13.3M · 38 participants
Large plans in Pennsylvania
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY INSTITUTIONAL TOTAL INTERNATIONAL STOCK MARKET INDEX TRUST II
$223.1B
VANGUARD FIDUCIARY TRUST COMPANY
VFTC INSTITUTIONAL 500 INDEX TRUST
$183.5B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2035 MASTER TRUST
$116.3B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2045 MASTER TRUST
$109.4B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2040 MASTER TRUST
$108.2B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2030 MASTER TRUST
$106.2B