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Original filing (PDF)20251010095705NAL0012268528002

PRESSLEY RIDGE

Form 5500
FILING_RECEIVED
PRESSLEY RIDGE RETIREMENT PLAN
403(b) retirement plan
Signals · 2
100% in single holdingNo recordkeeper disclosed
Active participants
1,106
Accounts w/ balance
2,396
Plan assets (EOY)
$83.3M
Net assets (EOY)
$83.3M
How this plan invests
This plan
1 pooled trust
Schedule D
1 securities
funds · stocks · CUSIPs

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

Plan health score (directional)
93
/ 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
75
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
  • Top holding "[DFE: TIAA REAL ESTATE ACCOUNT (extraction pending)]" is 100% of plan.
  • No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PRESSLEY RIDGE.
Plan sponsor
Name
PRESSLEY RIDGE
EIN
25-0965460
Address
5500 CORPORATE DRIVE · SUITE 400 · PITTSBURGH, PA · 152375848
Phone
(412) 872-9400
Industry
Health Care & Social Assistancesee 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
2A · Age/service weighted or new comparability
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
Audit & trust (Schedule H)
Auditor
MAHER DUESSEL, CPAS
Trustee / custodian
Trustee phone

Service providers (Schedule C)

2 rows
Other
2
NameEINLocationRelationDirect compIndirect comp
VALIC RETIREMENT SERVICES COMPANY51-0396365HOUSTON, TXVENDOR$106K
VARIABLE ANNUITY LIFE INSURANCE CO74-1625348HOUSTON, TXVENDOR$7K

Investments

1 pooled fund· $1.1M(1% 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.

PIInvestmentTypeShares / unitsCostCurrent value% of plan
TIAA REAL ESTATE
TIAA-CREF · EIN 13-1624203 / PN 004
Pooled Separate Account
$1.1M1.3%

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