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Original filing (PDF)20251015084326NAL0005703088001
PEOPLE WORKING COOPERATIVELY, INC.
Form 5500
FILING_RECEIVED
PEOPLE WORKING COOPERATIVELY, INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
121
Accounts w/ balance
136
Plan assets (EOY)
$9.3M
Net assets (EOY)
$9.3M
How this plan invests
This plan
1 pooled trust
Schedule D
25 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PEOPLE WORKING COOPERATIVELY, INC..
Plan sponsor
Name
PEOPLE WORKING COOPERATIVELY, INC.
EIN
31-0859104
Address
4612 PADDOCK RD · CINCINNATI, OH · 452291002
Phone
(513) 482-5136
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CLARK, SCHAEFER, HACKETT & CO
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PNC BANK NA | 22-1146430 | — | CONSULTANT | $15K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $26K | — |
Investments
24 direct securities · 1 pooled fund· $9.3M(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
$9.0M
24 holdings
Common Collective Trust
$304K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| T. ROWE PRICE RTMT 2035 I FD | — | — | $0 | $2.3M | 24.8% | |
| T. ROWE PRICE RTMT 2030 I FD | — | — | $0 | $1.1M | 11.9% | |
| JP Morgan Mid Cap Growth R6 Fd | — | — | $0 | $726K | 7.8% | |
| T. ROWE PRICE RTMT 2065 I FD | — | — | $0 | $642K | 6.9% | |
| T. ROWE PRICE RTMT 2010 I FD | — | — | $0 | $639K | 6.9% | |
| Vanguard 500 Index Admiral Fd | — | — | $0 | $591K | 6.4% | |
| T. ROWE PRICE RTMT 2060 I FD | — | — | $0 | $468K | 5.0% | |
| T. Rowe Price Stable Value A | — | — | $0 | $403K | 4.3% | |
| Vanguard Sm Cap Index Adm Fund | — | — | $0 | $349K | 3.8% | |
| T. ROWE PRICE STABLE VALUE A T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | $0 | $304K | 3.3% | |
| MFS Mass Inv Growth Stk R6 Fd | — | — | $0 | $296K | 3.2% | |
| Participant Loans | — | — | $0 | $217K | 2.3% | |
| Vanguard Mid Cap Index Adm Fd | — | — | $0 | $193K | 2.1% | |
| Dodge & Cox Income I Fund | — | — | $0 | $183K | 2.0% | |
| T. ROWE PRICE RTMT 2020 I FD | — | — | $0 | $156K | 1.7% | |
| T. ROWE PRICE RTMT 2025 I FD | — | — | $0 | $141K | 1.5% | |
| Baron Small Cap R6 Fund | — | — | $0 | $110K | 1.2% | |
| MFS Value R6 Fund | — | — | $0 | $100K | 1.1% | |
| Allspring Spec M Cap Value R6 | — | — | $0 | $94K | 1.0% | |
| T. ROWE PRICE RTMT 2045 I FD | — | — | $0 | $86K | 0.9% | |
| T. ROWE PRICE RTMT 2040 I FD | — | — | $0 | $75K | 0.8% | |
| T. ROWE PRICE RTMT 2050 I FD | — | — | $0 | $39K | 0.4% | |
| T. ROWE PRICE RTMT 2055 I FD | — | — | $0 | $26K | 0.3% | |
| Amer Funds Amer Bal R6 Fd | — | — | $0 | $9K | 0.1% | |
| Am Fds EuroPacific Grth R6 Fd | — | — | $0 | $2K | <0.1% |
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