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Original filing (PDF)20251015143159NAL0010086082001
PD SYSTEMS, LLC
Form 5500
FILING_RECEIVED
PD SYSTEMS, LLC 401(K) PLAN
401(k) retirement plan
Signals · 3
33% in single holding~103 bps in Sched C feesNo recordkeeper disclosed
Active participants
164
Accounts w/ balance
218
Plan assets (EOY)
$7.6M
Net assets (EOY)
$7.6M
How this plan invests
This plan
1 pooled trust
Schedule D
27 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
86
/ 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
83
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "b b" is 33% of plan.
- 103 bps in Schedule C fees — 99% above peer band of 52 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PD SYSTEMS, LLC.
Plan sponsor
Name
PD SYSTEMS, LLC
EIN
26-0803485
Address
6225 BRANDON AVENUE · SUITE 301 · SPRINGFIELD, VA · 22150
Phone
(703) 778-7699
Industry
Admin Support & Waste Mgmtsee 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
2025-10-15
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
CITRIN COOPERMAN & COMPANY, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE BALDWIN GROUP WEALTH ADVISORS, | — | TAMPA, FL | INVESTMENT MANAGER | $33K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PCS RETIREMENT LLC | 23-3038464 | — | CONTRACT ADMINISTRATOR | $45K | — |
Investments
26 direct securities · 1 pooled fund· $22.7M(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
$22.5M
26 holdings
Common Collective Trust
$167K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| b | — | — | — | $7.6M | 100.0% | |
| b | — | — | — | $7.5M | 98.8% | |
| Fidelity Freedom Index 2030 Institutional Premium Fund Mutual Fund | — | — | — | $1.6M | 20.5% | |
| Fidelity Freedom Index 2040 Institutional Premium Fund Mutual Fund | — | — | — | $873K | 11.5% | |
| Fidelity Emerging Markets Fund Mutual Fund ** 87 Fidelity Total Market Index Fund Mutual Fund | — | — | — | $605K | 8.0% | |
| Fidelity Freedom Index 2020 Institutional Premium Fund Mutual Fund | — | — | — | $586K | 7.7% | |
| Fidelity Freedom Index 2050 Institutional Premium Fund Mutual Fund | — | — | — | $563K | 7.4% | |
| Fidelity Freedom Index 2035 Institutional Premium Fund Mutual Fund | — | — | — | $447K | 5.9% | |
| AB Large Cap Growth Z Fund Mutual Fund | — | — | — | $356K | 4.7% | |
| Fidelity International Index Fund Mutual Fund | — | — | — | $304K | 4.0% | |
| Vanguard Total Bond Market Index Fund Mutual Fund | — | — | — | $300K | 3.9% | |
| Fidelity 500 Index Fund Mutual Fund | — | — | — | $270K | 3.6% | |
| Fidelity Mid Cap Index Fund Mutual Fund | — | — | — | $232K | 3.1% | |
| Fidelity Freedom Index 2060 Institutional Premium Fund Mutual Fund | — | — | — | $225K | 3.0% | |
| Fidelity Freedom Index 2025 Institutional Premium Fund Mutual Fund | — | — | — | $207K | 2.7% | |
| Vanguard Value Index Adm Mutual Fund | — | — | — | $188K | 2.5% | |
| MORLEY STABLE VALUE FUND PRINCIPAL GLOBAL INVESTORS TRUST COMPANY · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $167K | 2.2% | |
| Fidelity Freedom Index 2055 Institutional Premium Fund Mutual Fund | — | — | — | $139K | 1.8% | |
| BlackRock Mid-Cap Value Fund Mutual Fund | — | — | — | $115K | 1.5% | |
| American Century Small Cap Growth Fund Mutual Fund | — | — | — | $101K | 1.3% | |
| Participant loans Interest rate range of 4.25% to 9.50% $- | — | — | — | $93K | 1.2% | |
| Fidelity Freedom Index 2045 Institutional Premium Fund Mutual Fund | — | — | — | $88K | 1.2% | |
| Macquarie Mid Cap Growth Fund Mutual Fund | — | — | — | $59K | 0.8% | |
| PGIM High Yield Fund Mutual Fund ** 90 PIMCO RAE US Small Fund Mutual Fund | — | — | — | $48K | 0.6% | |
| FullerThaler Behavior Small-Cap Equity Fund Mutual Fund | — | — | — | $41K | 0.5% | |
| Fidelity Freedom Index 2065 Institutional Premium Fund Mutual Fund | — | — | — | $18K | 0.2% | |
| Fidelity Freedom Index 2010 Institutional Premium Fund Mutual Fund | — | — | — | $13K | 0.2% |