Original filing (PDF)20251010135506NAL0012720576001

PRELUDE SYSTEMS, INC.

Name: PRELUDE SYSTEMS, INC. — PRELUDE SERVICES 401(K) RETIREMENT PLAN, Form 5500 (2024)
Creator: PRELUDE SYSTEMS, INC.

Form 5500

FILING_RECEIVED

PRELUDE SERVICES 401(K) RETIREMENT PLAN

401(k) retirement plan

Active participants

110

Accounts w/ balance

134

Plan assets (EOY)

$11.2M

Net assets (EOY)

$11.2M

How this plan invests

This plan

1 pooled trust

Schedule D

32 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)

/ 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

Vendor stack

100

Participation health

100

Knocking points off

46 bps in Schedule C fees — 57% above peer band of 29 bps.

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PRELUDE SYSTEMS, INC..

Plan sponsor

Name

PRELUDE SYSTEMS, INC.

EIN

23-2942042

Address

5095 RITTER ROAD, SUITE 112 · MECHANICSBURG, PA · 17055

Phone

(717) 441-2400

Industry

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

2025-10-10

Pension benefit codes

2T · Default investment account (QDIA)

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

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

2R · Participant-directed brokerage (SDBA)

Audit & trust (Schedule H)

Auditor

MCKONLY AND ASBURY LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$26K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
WILMINGTON TRUST NATIONAL ASSOC	16-1486454	—	ADVISOR	$24K	—

Investments

31 direct securities · 1 pooled fund· $11.2M(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

$11.2M

31 holdings

Common Collective Trust

$17K

1 holding

Investment	Type	Shares / units	Cost	Current value	% of plan
AF TRGT DATE 2045 R6 Mutual Funds	—	—	—	$1.7M	15.0%
AF TRGT DATE 2030 R6 Mutual Funds	—	—	—	$1.6M	14.2%
AF TRGT DATE 2040 R6 Mutual Funds	—	—	—	$1.5M	13.6%
AF TRGT DATE 2035 R6 Mutual Funds	—	—	—	$1.4M	12.9%
AF TRGT DATE 2025 R6 Mutual Funds	—	—	—	$1.2M	10.9%
AF TRGT DATE 2020 R6 Mutual Funds	—	—	—	$795K	7.1%
FID 500 INDEX Mutual Funds	—	—	—	$727K	6.5%
AF TRGT DATE 2050 R6 Mutual Funds	—	—	—	$575K	5.1%
AF TRGT DATE 2060 R6 Mutual Funds	—	—	—	$344K	3.1%
AF TRGT DATE 2055 R6 Mutual Funds	—	—	—	$338K	3.0%
Brokerage Link Participant-Directed Brokerage Account	—	—	—	$221K	2.0%
CBA LG CAP GR I Mutual Funds	—	—	—	$180K	1.6%
FID GOVT MMKT Interest-Bearing Cash	—	—	—	$117K	1.1%
Notes receivable from participants Bearing interest at 4.25%-9.50% -	—	—	—	$108K	1.0%
AS DSPLND US CORE IS Mutual Funds	—	—	—	$102K	0.9%
FA INTL CAP APP I Mutual Funds	—	—	—	$33K	0.3%
FID INTL INDEX Mutual Funds	—	—	—	$27K	0.2%
J H ENTERPRISE T Mutual Funds	—	—	—	$25K	0.2%
FID MID CAP IDX Mutual Funds	—	—	—	$22K	0.2%
PGIM TOTAL RTN BD R6 Mutual Funds	—	—	—	$17K	0.2%
FA STABLE VALUE III FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 026	Common Collective Trust	—	—	$17K	0.1%
LD ABT SH DTN INC R5 Mutual Funds	—	—	—	$12K	0.1%
VICTORY S ESTB VAL I Mutual Funds	—	—	—	$11K	<0.1%
FID SM CAP IDX Mutual Funds	—	—	—	$10K	<0.1%
J H TRITON T Mutual Funds	—	—	—	$9K	<0.1%
AS SPL SM CAP VAL IS Mutual Funds	—	—	—	$8K	<0.1%
AM CENT EMG MKTS R6 Mutual Funds	—	—	—	$8K	<0.1%
AF TRGT DATE 2065 R6 Mutual Funds	—	—	—	$8K	<0.1%
PIMCO INCOME INST Mutual Funds	—	—	—	$8K	<0.1%
GS INTL SM CP INS I Mutual Funds	—	—	—	$6K	<0.1%
FH OP HIGH YLD BD IS Mutual Funds	—	—	—	$3K	<0.1%
C&S REAL ESTATE I Mutual Funds	—	—	—	$3K	<0.1%