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Original filing (PDF)20250930110546NAL0029149010001
PREIT SERVICES, LLC
Form 5500
FILING_RECEIVED
PREIT SERVICES, LLC PROFIT-SHARING 401(K) PLAN
401(k) retirement plan
Active participants
194
Accounts w/ balance
291
Plan assets (EOY)
$53.1M
Net assets (EOY)
$53.1M
How this plan invests
This plan
1 pooled trust
Schedule D
33 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Participation health
100
Helping the score
- Below-peer total fees (7 bps vs 16 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PREIT SERVICES, LLC.
Plan sponsor
Name
PREIT SERVICES, LLC
EIN
23-3075151
Address
2005 MARKET STREET · SUITE 1000 · PHILADELPHIA, PA · 19103
Phone
(215) 875-0700
Industry
Real Estatesee 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
2025-09-30
Pension benefit codes
3H · Sponsor in controlled / affiliated group
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CARON & BLETZER, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $30K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $7K | — |
Investments
32 direct securities · 1 pooled fund· $52.7M(99% 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
$50.0M
32 holdings
Common Collective Trust
$2.8M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Contrafund K6 " | — | — | — | $8.3M | 15.6% | |
| Fidelity 500 Index Fund " | — | — | — | $7.8M | 14.6% | |
| Fidelity Freedom 2020 K6 Fund " | — | — | — | $2.8M | 5.2% | |
| MIP CL 2 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $2.8M | 5.2% | |
| Fidelity Freedom 2040 K6 Fund " | — | — | — | $2.7M | 5.0% | |
| Columbia Dividend Income I3 Fund " | — | — | — | $2.3M | 4.3% | |
| Fidelity Diversified International K6 Fund " | — | — | — | $2.1M | 4.0% | |
| Cohen & Steers Real Estate Securities Z " | — | — | — | $1.8M | 3.4% | |
| Allspring Special Mid Cap Value Fund Class R6 " | — | — | — | $1.8M | 3.3% | |
| MassMutual Small Cap Opportunities Institutional Fund Mutual fund | — | — | — | $1.6M | 3.1% | |
| Fidelity Balanced K6 Fund " | — | — | — | $1.6M | 3.1% | |
| Fidelity Freedom 2030 K6 Fund " | — | — | — | $1.4M | 2.7% | |
| American Beacon Large Cap Value Fund Class R6 " | — | — | — | $1.4M | 2.6% | |
| Fidelity Government Income Fund " | — | — | — | $1.4M | 2.6% | |
| Fidelity Government Money Market Fund Class K6 " | — | — | — | $1.3M | 2.5% | |
| Fidelity U.S. Bond Index Fund " | — | — | — | $1.3M | 2.4% | |
| Fidelity Freedom 2025 K6 Fund " | — | — | — | $1.2M | 2.3% | |
| Fidelity Freedom 2045 K6 Fund " | — | — | — | $1.2M | 2.3% | |
| MFS Midcap Growth Fun R6 " | — | — | — | $1.1M | 2.1% | |
| Fidelity Low-Priced Stock K6 " | — | — | — | $1.1M | 2.1% | |
| Fidelity Freedom 2010 K6 Fund " | — | — | — | $1.1M | 2.0% | |
| Fidelity Freedom 2035 K6 Fund " | — | — | — | $750K | 1.4% | |
| Fidelity Freedom 2050 K6 Fund " | — | — | — | $618K | 1.2% | |
| Fidelity Capital Appreciation & Income Fund " | — | — | — | $607K | 1.1% | |
| Fidelity Global ex U.S. Index Fund " | — | — | — | $563K | 1.1% | |
| Fidelity Freedom 2055 K6 Fund " | — | — | — | $513K | 1.0% | |
| Fidelity Freedom 2015 K6 Fund " | — | — | — | $485K | 0.9% | |
| Fidelity Extended Market Index Fund " | — | — | — | $478K | 0.9% | |
| Loomis Small Cap Growth Fund N " | — | — | — | $405K | 0.8% | |
| Pimco Real Return Institutional Fund " | — | — | — | $199K | 0.4% | |
| Fidelity Freedom 2060 K6 Fund " | — | — | — | $101K | 0.2% | |
| Fidelity Freedom Income K6 " | — | — | — | $32K | <0.1% | |
| Fidelity Freedom 2065 K6 Fund " | — | — | — | $4K | <0.1% |
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