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Original filing (PDF)20251001101208NAL0005866371001
EMPLOYSHARE, INC.
Form 5500
FILING_RECEIVED
EMPLOYSHARE, INC. 401(K) PROFIT SHARING PLAN
Defined-contribution retirement plan
Active participants
671
Accounts w/ balance
560
Plan assets (EOY)
$78.0M
Net assets (EOY)
$78.0M
How this plan invests
This plan
20 pooled trusts
Schedule D
39 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 (0 bps vs 16 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for EMPLOYSHARE, INC..
Plan sponsor
Name
EMPLOYSHARE, INC.
EIN
34-1832544
Address
6824 BIG BEAVER BLVD · BEAVER FALLS, PA · 150101803
Phone
(724) 384-3050
Industry
All Other Professional Services· Professional & Technical Servicessee 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
2025-10-01
Pension benefit codes
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
WILKE CPAS & ADVISORS LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MUTUAL OF AMERICA INVESTMENT CORP | — | NEW YORK, NY | RECORD KEEPER | $2K | — |
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $411 | — |
Investments
19 direct securities · 20 pooled funds· $76.5M(98% 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
$31.0M
19 holdings
Pooled Separate Account
$27.1M
6 holdings
Common Collective Trust
$18.4M
14 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| LARGE CAP GROWTH/JP MORGAN INVST MG EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 141 | Pooled Separate Account | — | — | $15.6M | 20.0% | |
| Fidelity 500 Index Mutual Funds - | — | — | — | $9.5M | 12.1% | |
| Fidelity Mid Cap Index Mutual Funds - | — | — | — | $4.7M | 6.0% | |
| CAPITAL GROUP EUROPACIFIC GROWTH SA CAPITAL GROUP · EIN 06-1050034 / PN 000 | Pooled Separate Account | — | — | $4.5M | 5.8% | |
| T ROWE PRICE RET BLEND S. TR 2040 GREAT GRAY · EIN 38-7271346 / PN 740 | Common Collective Trust | — | — | $3.8M | 4.8% | |
| SA/JANUS BALANCED STRATEGY EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 180 | Pooled Separate Account | — | — | $3.2M | 4.1% | |
| LARGE CAP VALUE FUND CL R1 GREAT GRAY · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $2.7M | 3.5% | |
| DFA US Small Cap Growth Instl Mutual Funds - | — | — | — | $2.5M | 3.3% | |
| T ROWE PRICE RET BLEND SELECT 2045 GREAT GRAY · EIN 38-7271347 / PN 741 | Common Collective Trust | — | — | $2.4M | 3.1% | |
| Fidelity US Bond Index Mutual Funds - | — | — | — | $2.4M | 3.0% | |
| T ROWE PRICE RET BLEND SELECT 2030 GREAT GRAY · EIN 38-7271344 / PN 738 | Common Collective Trust | — | — | $2.2M | 2.8% | |
| COLUMBIA DIVIDEND VALUE EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 785 | Pooled Separate Account | — | — | $2.1M | 2.7% | |
| I Fixed Account General Insurance Company Accounts - | — | — | — | $2.1M | 2.7% | |
| Fidelity International Index Mutual Funds - | — | — | — | $2.0M | 2.5% | |
| FIRST EAGLE SMALL CAP OPPORT. CL3 BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 87-6383971 / PN 001 | Common Collective Trust | — | — | $1.9M | 2.5% | |
| Fidelity Small Cap index Mutual Funds - | — | — | — | $1.7M | 2.2% | |
| AMERICAN CENTURY MID CAP VAL AMERICAN CENTURY INVEST MANAGEMENT, INC. · EIN 06-1050034 / PN 850 | Pooled Separate Account | — | — | $1.5M | 1.9% | |
| T ROWE PRICE RET BLEND S. TR 2060 GREAT GRAY · EIN 38-7271350 / PN 744 | Common Collective Trust | — | — | $1.4M | 1.8% | |
| T ROWE PRICE RET BLEND S. TR 2025 GREAT GRAY · EIN 38-7271343 / PN 737 | Common Collective Trust | — | — | $1.3M | 1.7% | |
| PIMCO Real Return Instl Mutual Funds - | — | — | — | $1.2M | 1.5% | |
| T ROWE PRICE RET BLEND SELECT 2050 GREAT GRAY · EIN 38-7271348 / PN 742 | Common Collective Trust | — | — | $1.1M | 1.4% | |
| MFS Massachusetts Investors GRSTK R6 Mutual Funds - | — | — | — | $1.1M | 1.4% | |
| JPMorgan Mid Cap Growth R6 Mutual Funds - | — | — | — | $977K | 1.3% | |
| DFA Global Real Estate Securities Mutual Funds - | — | — | — | $936K | 1.2% | |
| T ROWE PRICE RET BLEND S. TR 2035 GREAT GRAY · EIN 38-7271345 / PN 739 | Common Collective Trust | — | — | $713K | 0.9% | |
| Columbia Seligman Tech & Info Inst3 Mutual Funds - | — | — | — | $587K | 0.8% | |
| T ROWE PRICE RET BLEND S. TR 2055 GREAT GRAY · EIN 38-7271349 / PN 743 | Common Collective Trust | — | — | $532K | 0.7% | |
| Participant Notes Receivable Notes Receivable (interest 4.25% - 9.50%) - | — | — | — | $397K | 0.5% | |
| Neuberger Berman Strategic Income R6 Mutual Funds - | — | — | — | $339K | 0.4% | |
| First Eagle Global R6 Mutual Funds - | — | — | — | $305K | 0.4% | |
| T ROWE PRICE RET BLEND SELECT 2020 GREAT GRAY · EIN 38-7271342 / PN 736 | Common Collective Trust | — | — | $246K | 0.3% | |
| PGIM Jennison Global Opps R6 Mutual Funds - | — | — | — | $190K | 0.2% | |
| Baron Partners R6 Mutual Funds - | — | — | — | $188K | 0.2% | |
| CORE PLUS BOND/PGIM FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 299 | Pooled Separate Account | — | — | $188K | 0.2% | |
| T ROEW PRICE RET BLEND SE TRST 2065 GREAT GRAY · EIN 38-7271351 / PN 745 | Common Collective Trust | — | — | $52K | <0.1% | |
| T ROWE PRICE RET BLEND S. TR 2010 GREAT GRAY · EIN 38-7264570 / PN 734 | Common Collective Trust | — | — | $27K | <0.1% | |
| T ROWE PRICE RET BLEND SEL TR 2015 GREAT GRAY · EIN 38-7271341 / PN 735 | Common Collective Trust | — | — | $20K | <0.1% | |
| Forfeitures Holding Account Non-Interest Bearing Cash Account - | — | — | — | $15K | <0.1% | |
| Principal Spectrum Prefer Cap Sec Inc R6 Mutual Funds - | — | — | — | $6K | <0.1% |