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Original filing (PDF)20251013104237NAL0000494387001
PRX, INC.
Form 5500
FILING_RECEIVED
PRX, INC. 403B PLAN
Defined-contribution retirement plan
Active participants
58
Accounts w/ balance
100
Plan assets (EOY)
$12.0M
Net assets (EOY)
$12.0M
How this plan invests
This plan
46 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (4 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PRX, INC..
Plan sponsor
Name
PRX, INC.
EIN
26-3347402
Address
PO BOX 382234 · CAMBRIDGE, MA · 02238
Phone
(612) 440-3254
Industry
Information / Tech / Mediasee 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
2025-10-13
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2A · Age/service weighted or new comparability
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA RETIREMENT INSURANCE & ANNUITY | 71-0294708 | — | SERVICE PROVIDER | $5K | — |
Investments
42 direct securities· $16.6M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard 500 Index Fund Admiral | — | — | — | $1.8M | 15.2% | |
| Fidelity Total Bond K6 Fund Registered Investment Company | — | — | — | $1.4M | 11.4% | |
| Vangrd Trgt Retire 2040 Fd Registered Investment Company | — | — | — | $1.1M | 8.7% | |
| Vanguard Target Retirement 2040 Fund | — | — | — | $1.1M | 8.7% | |
| JP Morgan Equity Income Fund R6 | — | — | — | $800K | 6.6% | |
| Vanguard Target Retirement 2045 Fund | — | — | — | $661K | 5.5% | |
| Vangrd Trgt Retire 2045 Fd Registered Investment Company | — | — | — | $661K | 5.5% | |
| American Funds EuroPacific Growth R6 | — | — | — | $633K | 5.3% | |
| Voya Insurance Contract | — | — | — | $607K | 5.0% | |
| Harbor Capital Appreciation Fund Re | — | — | — | $591K | 4.9% | |
| BlackRock Inflation Protection Bond Portfolio K | — | — | — | $552K | 4.6% | |
| BlkRck Infl Prt Bond Port K Registered Investment Company | — | — | — | $552K | 4.6% | |
| Vanguard Mid-Cap Index Fund Admiral | — | — | — | $521K | 4.3% | |
| Calv US Lg Cp Cr Rsp In F R6 Registered Investment Company | — | — | — | $437K | 3.6% | |
| Calvert US Large Cap Credit Response Index Fund R6 | — | — | — | $437K | 3.6% | |
| Vanguard Target Retirement 2055 Fund | — | — | — | $375K | 3.1% | |
| (Held at End of Year) PRX, INC. 403B PLAN EIN#26-3347402 Plan# 001 Vangrd Trgt Retire 2055 Fd Registered Investment Company | — | — | — | $375K | 3.1% | |
| BlackRock Mid-Cap Growth Equity Portfolio | — | — | — | $331K | 2.8% | |
| Vangrd Trgt Retire 2025 Fd Registered Investment Company | — | — | — | $331K | 2.8% | |
| Vanguard Target Retirement 2025 Fund | — | — | — | $331K | 2.8% | |
| Vanguard Target Retirement 2035 Fund | — | — | — | $327K | 2.7% | |
| Vangrd Trgt Retire 2035 Fd Registered Investment Company | — | — | — | $327K | 2.7% | |
| Vangrd Tot Int Stk In F Adm Registered Investment Company | — | — | — | $275K | 2.3% | |
| Vanguard Total Inflation Stock Index Fund Admiral | — | — | — | $275K | 2.3% | |
| Fidelity Small Cap Grw K6 Fnd | — | — | — | $237K | 2.0% | |
| Vanguard Target Retirement 2050 Fund | — | — | — | $220K | 1.8% | |
| Vangrd Trgt Retire 2050 Fd Registered Investment Company | — | — | — | $220K | 1.8% | |
| American Funds American Balanced R6 | — | — | — | $217K | 1.8% | |
| Vanguard Total Bond Market Index Fund Admiral | — | — | — | $157K | 1.3% | |
| Vangrd Tot Bd Mkt Ind Fd Adm Registered Investment Company | — | — | — | $157K | 1.3% | |
| Columbia SmCp Value Fnd II I3 Registered Investment Company | — | — | — | $140K | 1.2% | |
| PGIM High Yield Fund R6 | — | — | — | $119K | 1.0% | |
| Vanguard Target Retirement 2065 Fund | — | — | — | $71K | 0.6% | |
| Vangrd Trgt Retire 2065 Fd Registered Investment Company | — | — | — | $71K | 0.6% | |
| Vanguard Target Retirement 2030 Fund | — | — | — | $67K | 0.6% | |
| Vangrd Trgt Retire 2030 Fd Registered Investment Company | — | — | — | $67K | 0.6% | |
| Vangrd Trgt Retire 2060 Fd Registered Investment Company | — | — | — | $52K | 0.4% | |
| Vanguard Target Retirement 2060 Fund | — | — | — | $52K | 0.4% | |
| Participants Participant Loans Rates from 8.75% to 9.50% - | — | — | — | $30K | 0.2% | |
| MFS Mid Cap Value Fund R6 | — | — | — | $22K | 0.2% | |
| Vanguard Target Retirement 2070 Fund | — | — | — | $12K | <0.1% | |
| Vangrd Trgt Retire 2070 Fd Registered Investment Company | — | — | — | $12K | <0.1% |