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Original filing (PDF)20250917084051NAL0000291584001
PRWT SERVICES, INC.
Form 5500
FILING_RECEIVED
PRWT SERVICES 401(K) PLAN
401(k) retirement plan
Signals · 2
25% in single holding~126 bps in Sched C fees
Active participants
453
Accounts w/ balance
580
Plan assets (EOY)
$8.7M
Net assets (EOY)
$8.7M
How this plan invests
This plan
21 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
87
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Vanguard Vanguard Target Retirement 2030 Inv (1)" is 25% of plan.
- 126 bps in Schedule C fees — 142% above peer band of 52 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PRWT SERVICES, INC..
Plan sponsor
Name
PRWT SERVICES, INC.
EIN
23-2528512
Address
1835 MARKET STREET, 8TH FLOOR · PHILADELPHIA, PA · 19103
Phone
(215) 569-8810
Industry
All Other Professional Services· Professional & Technical Servicessee all
Plan administrator
Name
ADMINISTRATIVE GROUP, LLC DBA TAG RESOURCES
EIN
42-1484983
City
KNOXVILLE, TN
Phone
(865) 670-1844
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-17
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
COULTER & JUSTUS
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADMIN. GROUP, LLC DBA TAG RESOURCES | 42-1484983 | — | RECORD KEEPER | $38K | — |
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORD KEEPER | $31K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EQUITABLE ADVISORS LLC | 13-4078005 | — | INV ADVISORY PLAN | $24K | — |
| PENN INVESTMENT ADVISORS | 38-3802854 | YARDLEY, PA | INVESTMENT ADVISOR-PLAN | $16K | — |
Investments
21 direct securities· $8.2M(94% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2030 Inv (1) | — | — | — | $2.1M | 23.8% | |
| Vanguard Target Retirement 2025 Inv (1) | — | — | — | $1.2M | 13.6% | |
| Vanguard Target Retirement 2035 Inv (1) | — | — | — | $1.1M | 13.2% | |
| Vanguard Target Retirement 2040 Inv (1) | — | — | — | $766K | 8.8% | |
| Vanguard Target Retirement 2045 Inv (1) | — | — | — | $564K | 6.5% | |
| Vanguard Target Retirement 2050 Inv (1) | — | — | — | $451K | 5.2% | |
| Nuveen Large Cap Growth Index R6 (1) | — | — | — | $286K | 3.3% | |
| Vanguard Target Retirement 2020 Inv (1) | — | — | — | $281K | 3.2% | |
| Dodge & Cox Dodge & Cox Stock I (1) | — | — | — | $251K | 2.9% | |
| Vanguard Target Retirement 2055 Inv (1) | — | — | — | $200K | 2.3% | |
| Vanguard Target Retirement 2060 Inv (1) | — | — | — | $173K | 2.0% | |
| Vanguard Total Bond Market Index Adm (1) | — | — | — | $163K | 1.9% | |
| iShares MSCI Total International Index K (1) | — | — | — | $143K | 1.6% | |
| Vanguard 500 Index Admiral (1) | — | — | — | $128K | 1.5% | |
| Vanguard Target Retirement Income Inv (1) | — | — | — | $118K | 1.4% | |
| Vanguard GNMA Adm (1) | — | — | — | $84K | 1.0% | |
| Vanguard Target Retirement 2065 Inv (1) | — | — | — | $59K | 0.7% | |
| Vanguard Mid-Cap Growth Index Admiral (1) | — | — | — | $45K | 0.5% | |
| Vanguard Mid-Cap Value Index Admiral (1) | — | — | — | $44K | 0.5% | |
| Schwab Small Cap Index (1) | — | — | — | $36K | 0.4% | |
| Vanguard Target Retirement 2070 Inv (1) | — | — | — | $7K | <0.1% |
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