Original filing (PDF)20250415161414NAL0001556355001

P.P.E.P., INC.

Name: P.P.E.P., INC. — P.P.E.P. & AFFILIATES 401(K) PLAN, Form 5500 (2023)
Creator: P.P.E.P., INC.

Form 5500

FILING_RECEIVED

P.P.E.P. & AFFILIATES 401(K) PLAN

401(k) retirement plan

Signals · 1

~76 bps in Sched C fees

Active participants

350

Accounts w/ balance

150

Plan assets (EOY)

$4.0M

Net assets (EOY)

$4.0M

How this plan invests

This plan

1 collective trust

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

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

Total plan cost

Vendor stack

100

Participation health

Knocking points off

76 bps in Schedule C fees — modestly above peer band of 52 bps.
Only 43% as many balances as active participants — suggests many active employees aren't deferring.

Helping the score

Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.

Decision-maker contacts

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

Plan sponsor

Name

P.P.E.P., INC.

EIN

23-7232227

Address

802 EAST 46TH STREET · TUCSON, AZ · 85713

Phone

(520) 622-3553

Industry

Educational Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-07-01

Tax period

2024-06-30

Filed

2025-04-15

Pension benefit codes

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

ADDINGTON AND ASSOCIATES

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
NEWPORT GROUP, INC.	27-2037969	—	RECORDKEEPER	$31K	—

Investments

1 pooled fund· $132K(3% 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.