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Original filing (PDF)20230929095752NAL0027552274001

PD SYSTEMS, LLC

Form 5500
FILING_RECEIVED
PD SYSTEMS, LLC 401(K) PLAN
401(k) retirement plan
Active participants
250
Accounts w/ balance
355
Plan assets (EOY)
$8.2M
Net assets (EOY)
$8.2M
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)
95
/ 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
100
Participation health
100
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 PD SYSTEMS, LLC.
Plan sponsor
Name
PD SYSTEMS, LLC
EIN
26-0803425
Address
PO BOX 6617 · SPRINGFIELD, VA · 221506617
Phone
(703) 347-6023
Industry
Admin Support & Waste Mgmtsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2022
Plan year begin
2022-01-01
Tax period
2022-12-31
Filed
2023-09-29
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
FORVIS LLP
Trustee / custodian
—
Trustee phone
—

Service providers (Schedule C)

2 rows
Recordkeeper
1
NameEINLocationRelationDirect compIndirect comp
ADP, INC.13-3036745—RECORD KEEPER$11K—
Other
1
NameEINLocationRelationDirect compIndirect comp
USI ADVISORS, INC06-1397347—INVESTMENT/FINANCIAL ADVI$23K—

Investments

1 pooled fund· $236K(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.

InvestmentTypeCurrent value% of plan
MORLEY STABLE VALUE - 25 I
PRINCIPAL GLOBAL INV TRUST · EIN 93-6274329 / PN 001
Common Collective Trust
$236K2.9%

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