Back to filter
Original filing (PDF)20250925083811NAL0009540752001
PHILLY SHIPYARD, INC.
Form 5500
FILING_RECEIVED
PHILLY SHIPYARD 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
560
Accounts w/ balance
682
Plan assets (EOY)
$38.1M
Net assets (EOY)
$38.1M
How this plan invests
This plan
9 pooled trusts
Schedule D
31 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 PHILLY SHIPYARD, INC..
Plan sponsor
Name
PHILLY SHIPYARD, INC.
EIN
23-2946098
Address
2100 KITTY HAWK AVE. · PHILADELPHIA, PA · 19112
Phone
(215) 875-2615
Industry
Manufacturingsee 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
2025-09-25
Pension benefit codes
2A · Age/service weighted or new comparability
2S · Automatic enrollment
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
WIPFLI LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $68K | — |
| NFP RETIREMENT | — | ALISO VIEJO, CA | NONE | $33K | — |
Investments
23 direct securities · 9 pooled funds· $37.4M(98% 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
$27.5M
23 holdings
Common Collective Trust
$9.9M
9 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard 500 Index Adm Vanguard 0 | — | — | — | $6.8M | 17.9% | |
| Vanguard Target Retirement 2040 Fund Vanguard 0 | — | — | — | $4.1M | 10.6% | |
| LARGE CAP VALUE I1 GREAT GRAY TRUST · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $3.9M | 10.3% | |
| MFS Massachusetts Investors Gr Stk R6 MFS 0 | — | — | — | $3.9M | 10.2% | |
| Vanguard Target Retirement 2030 Fund Vanguard 0 | — | — | — | $2.7M | 7.2% | |
| SMALL CAP GROWTH II I1 GREAT GRAY TRUST · EIN 38-4126288 / PN 592 | Common Collective Trust | — | — | $1.9M | 5.1% | |
| American Funds Bond Fund of Amer R6 American Funds 0 | — | — | — | $1.7M | 4.5% | |
| METLIFE GAC-25053 CLASS 0 METLIFE (RELIANCE TRUST) · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $1.7M | 4.4% | |
| Vanguard Target Retirement 2035 Fund Vanguard 0 | — | — | — | $1.4M | 3.6% | |
| Vanguard Developed Mkts Index Adm Vanguard 0 | — | — | — | $1.2M | 3.2% | |
| Vanguard Target Retirement 2025 Fund Vanguard 0 | — | — | — | $1.2M | 3.1% | |
| GG EUROPACIFIC GROWTH TRUST I1 GREAT GRAY TRUST · EIN 38-7289844 / PN 001 | Common Collective Trust | — | — | $1.1M | 2.8% | |
| MID CAP GROWTH II I1 GREAT GRAY TRUST · EIN 38-7304118 / PN 001 | Common Collective Trust | — | — | $591K | 1.5% | |
| Vanguard Target Retirement 2060 Fund Vanguard 0 | — | — | — | $590K | 1.5% | |
| STABLE VALUE FUND CL I1 GREAT GRAY TRUST · EIN 85-4031707 / PN 653 | Common Collective Trust | — | — | $569K | 1.5% | |
| Vanguard Target Retirement 2055 Fund Vanguard 0 | — | — | — | $556K | 1.5% | |
| American Funds New World R6 American Funds 0 | — | — | — | $453K | 1.2% | |
| Various Rates and Maturities Participant's Loan Account 0 | — | — | — | $453K | 1.2% | |
| Vanguard Target Retirement 2045 Fund Vanguard 0 | — | — | — | $452K | 1.2% | |
| Vanguard Target Retirement 2065 Fund Vanguard 0 | — | — | — | $428K | 1.1% | |
| Fidelity Inflation-Protected Bond Ind Fidelity 0 | — | — | — | $389K | 1.0% | |
| Vanguard Target Retirement 2050 Fund Vanguard 0 | — | — | — | $348K | 0.9% | |
| SMALL CAP VALUE III I1 GREAT GRAY TRUST · EIN 38-7289846 / PN 001 | Common Collective Trust | — | — | $197K | 0.5% | |
| Vanguard Total Bond Market Index Adm Vanguard 0 | — | — | — | $181K | 0.5% | |
| Vanguard Target Retirement 2020 Fund Vanguard 0 | — | — | — | $157K | 0.4% | |
| Vanguard Small-Cap Index Adm Vanguard 0 | — | — | — | $154K | 0.4% | |
| Vanguard Target Retirement Income Fund Vanguard 0 | — | — | — | $145K | 0.4% | |
| Vanguard Target Retirement 2070 Fund Vanguard 0 | — | — | — | $105K | 0.3% | |
| Fidelity Mid Cap Index Fidelity 0 | — | — | — | $29K | <0.1% | |
| Vanguard Short-Term Invest Grade Adm Vanguard 0 | — | — | — | $12K | <0.1% | |
| MID CAP VALUE I1 GREAT GRAY TRUST · EIN 38-4139852 / PN 630 | Common Collective Trust | — | — | $8K | <0.1% | |
| JANUS HENDERSON ENTERPRISE CIT III GREAT GRAY TRUST · EIN 38-7289853 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |