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Original filing (PDF)20251008104041NAL0005711921001
PIAZZA MANAGEMENT COMPANY
Form 5500
FILING_RECEIVED
PIAZZA MANAGEMENT COMPANY 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
1,203
Accounts w/ balance
1,372
Plan assets (EOY)
$72.8M
Net assets (EOY)
$72.8M
How this plan invests
This plan
1 pooled trust
Schedule D
40 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
65
Vendor stack
80
Participation health
100
Knocking points off
- 32 bps in Schedule C fees — 97% above peer band of 16 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PIAZZA MANAGEMENT COMPANY.
Plan sponsor
Name
PIAZZA MANAGEMENT COMPANY
EIN
25-1535405
Address
1100 FIRST AVENUE · SUITE 100 · KING OF PRUSSIA, PA · 19406
Phone
(610) 630-7911
Industry
Retail Tradesee 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
2025-10-08
Pension benefit codes
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
TORRILLO & ASSOCIATES, LLC
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 | $116K | — |
| LPL FINANCIAL RPCP | 04-3046611 | — | NONE | $114K | — |
Investments
39 direct securities · 1 pooled fund· $72.8M(100% 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
$69.3M
39 holdings
Common Collective Trust
$3.5M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2030 Fund Vanguard 0 | — | — | — | $7.6M | 10.4% | |
| Vanguard Growth Index Adm Vanguard 0 | — | — | — | $7.4M | 10.2% | |
| Vanguard Target Retirement 2035 Fund Vanguard 0 | — | — | — | $5.6M | 7.6% | |
| Vanguard 500 Index Adm Vanguard 0 | — | — | — | $5.5M | 7.6% | |
| Vanguard Target Retirement 2045 Fund Vanguard 0 | — | — | — | $5.1M | 7.0% | |
| Vanguard Target Retirement 2050 Fund Vanguard 0 | — | — | — | $4.6M | 6.3% | |
| Vanguard Target Retirement 2025 Fund Vanguard 0 | — | — | — | $4.4M | 6.0% | |
| Vanguard Target Retirement 2055 Fund Vanguard 0 | — | — | — | $3.7M | 5.1% | |
| GG CIT III FOR METLIFE GAC 25554 J GREAT GRAY TRUST · EIN 26-0142858 / PN 094 | Common Collective Trust | — | — | $3.5M | 4.9% | |
| Vanguard Value Index Adm Vanguard 0 | — | — | — | $3.3M | 4.5% | |
| Vanguard Target Retirement 2040 Fund Vanguard 0 | — | — | — | $3.0M | 4.1% | |
| T. Rowe Price Health Sciences I T. Rowe Price 0 | — | — | — | $2.7M | 3.6% | |
| Carillon Eagle Mid Cap Growth R6 Carillon 0 | — | — | — | $2.2M | 3.0% | |
| Vanguard Target Retirement 2060 Fund Vanguard 0 | — | — | — | $1.6M | 2.2% | |
| Various Rates and Maturities Participant's Loan Account 0 | — | — | — | $1.5M | 2.1% | |
| TCW MetWest Total Return Bond Plan TCW 0 | — | — | — | $1.4M | 1.9% | |
| Vanguard Target Retirement 2020 Fund Vanguard 0 | — | — | — | $1.1M | 1.5% | |
| Vanguard Target Retirement 2065 Fund Vanguard 0 | — | — | — | $974K | 1.3% | |
| American Eupac R6 American 0 | — | — | — | $946K | 1.3% | |
| Vanguard Information Tech Index Adm Vanguard 0 | — | — | — | $913K | 1.3% | |
| Vanguard Total Stock Market Index Adm Vanguard 0 | — | — | — | $793K | 1.1% | |
| Vanguard Target Retirement Income Fund Vanguard 0 | — | — | — | $758K | 1.0% | |
| Vanguard Mid Cap Index Adm Vanguard 0 | — | — | — | $584K | 0.8% | |
| American Funds New Perspective R6 American Funds 0 | — | — | — | $506K | 0.7% | |
| Vanguard Small-Cap Value Index Adm Vanguard 0 | — | — | — | $465K | 0.6% | |
| Vanguard Small-Cap Index Adm Vanguard 0 | — | — | — | $453K | 0.6% | |
| Vanguard High Yield Corp Adm Vanguard 0 | — | — | — | $326K | 0.4% | |
| BlackRock 80/20 Target Alloc K BlackRock 0 | — | — | — | $322K | 0.4% | |
| Baird Aggregate Bond Inst Baird 0 | — | — | — | $266K | 0.4% | |
| DFA Real Estate Securities Portfolio I DFA 0 | — | — | — | $262K | 0.4% | |
| Vanguard Equity Income Adm Vanguard 0 | — | — | — | $252K | 0.3% | |
| Vanguard Mid-Cap Value Index Adm Vanguard 0 | — | — | — | $251K | 0.3% | |
| AB Small Cap Growth Portfolio Z Alliance Bernstein 0 | — | — | — | $189K | 0.3% | |
| Vanguard Inflation-Protected Sec Adm Vanguard 0 | — | — | — | $137K | 0.2% | |
| PIMCO Intl Bond (USDHedged) I PIMCO 0 | — | — | — | $100K | 0.1% | |
| BlackRock Emerging Markets K BlackRock 0 | — | — | — | $81K | 0.1% | |
| BlackRock 40/60 Target Alloc K BlackRock 0 | — | — | — | $81K | 0.1% | |
| BlackRock 60/40 Target Alloc K BlackRock 0 | — | — | — | $70K | <0.1% | |
| BlackRock 20/80 Target Alloc K BlackRock 0 | — | — | — | $28K | <0.1% | |
| Vanguard Target Retirement 2070 Fund Vanguard 0 | — | — | — | $20K | <0.1% |