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Original filing (PDF)20250717134440NAL0000369441001
PRINTMAIL SOLUTIONS, INC.
Form 5500
FILING_RECEIVED
PRINTMAIL SOLUTIONS, INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
26% in single holding
Active participants
134
Accounts w/ balance
221
Plan assets (EOY)
$10.9M
Net assets (EOY)
$10.9M
How this plan invests
This plan
1 pooled trust
Schedule D
24 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
97
/ 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
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "BLACKROCK GLOBAL ALLOCATION A" is 26% of plan.
Helping the score
- Below-peer total fees (7 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PRINTMAIL SOLUTIONS, INC..
Plan sponsor
Name
PRINTMAIL SOLUTIONS, INC.
EIN
23-2976299
Address
23 FRIENDS LANE · NEWTOWN, PA · 18940
Phone
(215) 860-4250
Industry
Data Processing, Hosting· Information / Tech / Mediasee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-17
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CLIFTON LARSON ALLEN
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $8K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRIAD ADVISORS | — | SOUTH BARRINGTON, IL | ADVISOR | $0 | — |
Investments
23 direct securities · 1 pooled fund· $10.6M(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.
Registered Investment Companies
$10.4M
23 holdings
Common Collective Trust
$189K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| BLACKROCK GLOBAL ALLOCATION A | Registered Investment Companies | — | — | $2.8M | 25.5% | |
| COLUMBIA LG CAP IDX A | Registered Investment Companies | — | — | $1.4M | 13.3% | |
| MFS GRTH ALLOC R3 | Registered Investment Companies | — | — | $860K | 7.9% | |
| FIDELITY ADVISOR EQUITY GR A | Registered Investment Companies | — | — | $662K | 6.1% | |
| MFS MOD ALLOC - R3 | Registered Investment Companies | — | — | $636K | 5.8% | |
| VICTORY ESTABLISHED VALUE A | Registered Investment Companies | — | — | $506K | 4.7% | |
| FID ADVISOR SMALL CAP GR A | Registered Investment Companies | — | — | $477K | 4.4% | |
| COLUMBIA MID CAP IDX A | Registered Investment Companies | — | — | $354K | 3.3% | |
| MFS CON ALLOC R3 | Registered Investment Companies | — | — | $331K | 3.0% | |
| AMER FUNDS NEW PERSPECTIVE -R4 | Registered Investment Companies | — | — | $315K | 2.9% | |
| ISHARES MSCI EAFE INTL INDEX A | Registered Investment Companies | — | — | $261K | 2.4% | |
| JPM EQ INCOME FD R3 | Registered Investment Companies | — | — | $261K | 2.4% | |
| H&W SMCAP VAL FUND A | Registered Investment Companies | — | — | $240K | 2.2% | |
| COLUMBIA SM CAP IDX A | Registered Investment Companies | — | — | $231K | 2.1% | |
| JPMORGAN MID CAP GROWTH - A | Registered Investment Companies | — | — | $223K | 2.1% | |
| INVESCO STABLE ASSET - ADP59 INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $189K | 1.7% | |
| FID ADV INT CAP APP A | Registered Investment Companies | — | — | $181K | 1.7% | |
| EV SHORT DUR INFLATION-PR INC | Registered Investment Companies | — | — | $148K | 1.4% | |
| GUGGENHEIM TOTAL RETURN BOND A | Registered Investment Companies | — | — | $142K | 1.3% | |
| AMERICAN FUNDS NEW WORLD-R3 | Registered Investment Companies | — | — | $141K | 1.3% | |
| AM FNDS U.S. GOVT SEC FND - R4 | Registered Investment Companies | — | — | $114K | 1.1% | |
| PIMCO INCOME FUND - A | Registered Investment Companies | — | — | $67K | 0.6% | |
| PIMCO GLOBAL BOND OPPUSD HED A | Registered Investment Companies | — | — | $58K | 0.5% | |
| COLUMBIA OVERSEAS VALUE A | Registered Investment Companies | — | — | $15K | 0.1% |
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