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Original filing (PDF)20250922173223NAL0012960130001
PEGASUS SUPPORT SERVICES, LLC
Form 5500
FILING_RECEIVED
PEGASUS SUPPORT SERVICES, LLC 401(K) PLAN
401(k) retirement plan
Active participants
279
Accounts w/ balance
266
Plan assets (EOY)
$9.7M
Net assets (EOY)
$9.7M
How this plan invests
This plan
1 pooled trust
Schedule D
48 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
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PEGASUS SUPPORT SERVICES, LLC.
Plan sponsor
Name
PEGASUS SUPPORT SERVICES, LLC
EIN
26-4677352
Address
265 PARKWAY 575 · WOODSTOCK, GA · 301880000
Phone
(678) 494-0332
Industry
Admin Support & Waste Mgmtsee all
Plan administrator
Name
NBS, LLC
EIN
20-3886993
City
KANSAS CITY, MO
Phone
(801) 532-4000
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-22
Pension benefit codes
2A · Age/service weighted or new comparability
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
MOORE COLSON COMPANY
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AXA EQUITABLE LIFE INSURANCE CO. | 13-5570651 | — | RECORD KEEPER | $58K | — |
Investments
45 direct securities · 1 pooled fund· $19.1M(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
$10.0M
45 holdings
Pooled Separate Account
$9.1M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| POOLED SEPARATE ACCOUNT 65 AXA EQUITABLE · EIN 13-5570651 / PN 065 | Pooled Separate Account | — | — | $9.1M | 93.1% | |
| Vanguard LifeStrategy Moderate Growth Inv Pooled Separate Account | — | — | — | $3.4M | 34.9% | |
| Fidelity 500 Index Instl Premium Pooled Separate Account | — | — | — | $800K | 8.2% | |
| Vanguard VIF Total Bond Market Index Pooled Separate Account | — | — | — | $691K | 7.1% | |
| American Century Ultra R6 Pooled Separate Account | — | — | — | $492K | 5.1% | |
| Vanguard Total Intl Stock Index Admiral Pooled Separate Account | — | — | — | $453K | 4.7% | |
| T. Rowe Price Retirement 2040 Fund Pooled Separate Account | — | — | — | $429K | 4.4% | |
| Equitable Guaranteed Interest Option Insurance Company Contract | — | — | — | $401K | 4.1% | |
| T. Rowe Price Retirement 2050 Fund Pooled Separate Account | — | — | — | $368K | 3.8% | |
| Fidelity Large Cap Value Index Instl Prem Pooled Separate Account | — | — | — | $286K | 2.9% | |
| Participant Loans Interest Rates of 3.25% to 9.50% -0- | — | — | — | $276K | 2.8% | |
| PARTICIPANT LOANS LOW-HIGH INTEREST RATE 3.25% - 9.50% | — | — | — | $245K | 2.5% | |
| T. Rowe Price Retirement 2030 Fund Pooled Separate Account | — | — | — | $222K | 2.3% | |
| T. Rowe Price Retirement 2035 Fund Pooled Separate Account | — | — | — | $178K | 1.8% | |
| T. Rowe Price Science & Technology I Pooled Separate Account | — | — | — | $174K | 1.8% | |
| Goldman Sachs Small Cp Val Insights R6 Pooled Separate Account | — | — | — | $160K | 1.6% | |
| T. Rowe Price Retirement 2060 Fund Pooled Separate Account | — | — | — | $155K | 1.6% | |
| AB Government Money Market I Pooled Separate Account | — | — | — | $145K | 1.5% | |
| JPMorgan Mid Cap Growth R6 Pooled Separate Account | — | — | — | $136K | 1.4% | |
| T. Rowe Price Retirement 2045 Fund Pooled Separate Account | — | — | — | $117K | 1.2% | |
| MFS Mid Cap Value R6 Pooled Separate Account | — | — | — | $114K | 1.2% | |
| T. Rowe Price Retirement 2055 Fund Pooled Separate Account | — | — | — | $112K | 1.2% | |
| T. Rowe Price Retirement 2015 Fund Pooled Separate Account | — | — | — | $96K | 1.0% | |
| Vanguard International Growth Admiral Pooled Separate Account | — | — | — | $76K | 0.8% | |
| Vanguard Growth & Income Admiral Pooled Separate Account | — | — | — | $75K | 0.8% | |
| Fidelity Large Cap Growth Index Instl Prem Pooled Separate Account | — | — | — | $72K | 0.7% | |
| American Century Sustainable Equity R6 Pooled Separate Account | — | — | — | $56K | 0.6% | |
| AB Small Cap Growth Z Pooled Separate Account | — | — | — | $55K | 0.6% | |
| AB Relative Value Z Pooled Separate Account | — | — | — | $33K | 0.3% | |
| Principal Real Estate Securities Fund R6 Pooled Separate Account | — | — | — | $31K | 0.3% | |
| Fidelity Mid Cap Index Instl Premium Pooled Separate Account | — | — | — | $25K | 0.3% | |
| T. Rowe Price Retirement 2025 Fund Pooled Separate Account | — | — | — | $24K | 0.2% | |
| T. Rowe Price Retirement 2020 Fund Pooled Separate Account | — | — | — | $22K | 0.2% | |
| Doubleline Core Fixed Income R6 Pooled Separate Account | — | — | — | $17K | 0.2% | |
| Vanguard Small Cap Growth Index Admiral Pooled Separate Account | — | — | — | $13K | 0.1% | |
| Vanguard Materials Index Fund Admiral Shares Pooled Separate Account | — | — | — | $12K | 0.1% | |
| VANGUARD MATERIALS INDEX ADMIRAL POOLED SEPARATE ACCOUNT | — | — | — | $7K | <0.1% | |
| T. Rowe Price Financial Service I Pooled Separate Account | — | — | — | $6K | <0.1% | |
| VANGUARD MID-CAP GROWTH INDEX ADMIRAL POOLED SEPARATE ACCOUNT | — | — | — | $5K | <0.1% | |
| Vanguard LifeStrategy Growth Inv Pooled Separate Account | — | — | — | $5K | <0.1% | |
| BlackRock High Yield Bond K Pooled Separate Account | — | — | — | $3K | <0.1% | |
| Vanguard LifeStrategy CNSRV Growth Inv Pooled Separate Account | — | — | — | $3K | <0.1% | |
| Vanguard Small Cap Value Index Fund Admiral Pooled Separate Account | — | — | — | $3K | <0.1% | |
| American Funds New World R6 Pooled Separate Account | — | — | — | $3K | <0.1% | |
| Vanguard Mid-Cap Growth Index Admiral Pooled Separate Account | — | — | — | $3K | <0.1% | |
| FIDELITY SMALL CAP INDEX INSTL PREMIUM POOLED SEPARATE ACCOUNT | — | — | — | $3K | <0.1% |
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