Back to filter
Original filing (PDF)20251010140812NAL0007835297001
P.S. GREETINGS, INC.
Form 5500
FILING_RECEIVED
P.S. GREETINGS, INC. PROFIT SHARING PLAN
401(k) retirement plan
Active participants
2
Accounts w/ balance
36
Plan assets (EOY)
$6.8M
Net assets (EOY)
$6.8M
How this plan invests
This plan
33 pooled trusts
Schedule D
61 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 (23 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for P.S. GREETINGS, INC..
Plan sponsor
Name
P.S. GREETINGS, INC.
EIN
36-2995710
Address
5730 N. TRIPP AVENUE · CHICAGO, IL · 60646
Phone
(773) 267-6150
Industry
Manufacturingsee 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
2025-10-10
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
PRICEKUBECKA, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA LIFE INSURANCE COMPANY | 39-0989781 | — | RECORD KEEPER | $6K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRICEKUBECKA, PLLC | 75-2783674 | — | ACCOUNTING FEES | $10K | — |
Investments
31 direct securities · 33 pooled funds· $13.0M(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
$6.8M
31 holdings
Pooled Separate Account
$6.3M
33 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Transamerica Life Ins Co Fidelity VIP II Contrafund Inv Opt | — | — | — | $810K | 12.0% | |
| FIDELITY VIP II CONTRAFUND INV OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 192 | Pooled Separate Account | — | — | $810K | 12.0% | |
| Transamerica Life Ins Co Morgan Stanley Gr Ret Opt | — | — | — | $744K | 11.0% | |
| MORGAN STANLEY GR RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 166 | Pooled Separate Account | — | — | $744K | 11.0% | |
| Transamerica Mid Cap Val Pooled Separate Account | — | — | — | $737K | 10.9% | |
| TRANSAMERICA LG D BLACKROCK OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 047 | Pooled Separate Account | — | — | $737K | 10.9% | |
| Wmc Core Equity Ret Opt Pooled Separate Account | — | — | — | $600K | 8.9% | |
| WMC CORE EQ RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 168 | Pooled Separate Account | — | — | $600K | 8.9% | |
| Amer Funds Fundamental Investors Ret Opt Pooled Separate Account | — | — | — | $589K | 8.7% | |
| AMER FDS GR FD OF AMERICA INV TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 015 | Pooled Separate Account | — | — | $589K | 8.7% | |
| Transamerica Life Ins Co American Fds EuroPacific Gr Ret Opt 424 * Transamerica Life Ins Co American Fds Fdamental Invs Ret Opt | — | — | — | $518K | 7.7% | |
| AMERICAN FDS FDAMENTAL INVS RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 236 | Pooled Separate Account | — | — | $518K | 7.7% | |
| Transamerica Core Bond Inv Opt Pooled Separate Account | — | — | — | $497K | 7.3% | |
| STATE STREET S&P 500 INDEX RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 102 | Pooled Separate Account | — | — | $497K | 7.3% | |
| Transamerica Life Ins Co Transamerica Stbl Val Adv Op | — | — | — | $472K | 7.0% | |
| Putnam Dynamic Asset Alloc Balanced Inv O Pooled Separate Account | — | — | — | $369K | 5.5% | |
| NEUBERGER BERMAN GENESIS INV OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 180 | Pooled Separate Account | — | — | $369K | 5.5% | |
| Morgan Stanley Growth Opportunities Ret Op Pooled Separate Account | — | — | — | $360K | 5.3% | |
| MORGAN STANLEY GR OPP RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 167 | Pooled Separate Account | — | — | $360K | 5.3% | |
| Transamerica Life Ins Co Transamerica LG 2025 BlackRock | — | — | — | $335K | 5.0% | |
| TRANSAMERICA LG 2025 BLACKROCK TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 049 | Pooled Separate Account | — | — | $335K | 5.0% | |
| American Funds Growth Fund Of America Pooled Separate Account | — | — | — | $240K | 3.6% | |
| AMER FDS NEW PERSPECTIVE INV TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 023 | Pooled Separate Account | — | — | $240K | 3.6% | |
| Transamerica High Yield Bond Ret Opt Pooled Separate Account | — | — | — | $106K | 1.6% | |
| TRANSAMERICA PTNR CORE BD RT OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 435 | Pooled Separate Account | — | — | $106K | 1.6% | |
| Transamerica Life Ins Co Transamerica LG 2030 BlackRock | — | — | — | $73K | 1.1% | |
| TRANSAMERICA LG 2030 BLACKROCK TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 111 | Pooled Separate Account | — | — | $73K | 1.1% | |
| Transamerica Life Ins Co Transamerica LG 2050 BlackRock | — | — | — | $65K | 1.0% | |
| TRANSAMERICA LG 2050 BLACKROCK TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 113 | Pooled Separate Account | — | — | $65K | 1.0% | |
| TRANSAMERICA LG 2040 BLACKROCK TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 112 | Pooled Separate Account | — | — | $40K | 0.6% | |
| Transamerica Lifegoal 2040 Pooled Separate Account | — | — | — | $40K | 0.6% | |
| Loomis Sayles Bond Ret Opt Pooled Separate Account | — | — | — | $38K | 0.6% | |
| LOOMIS SAYLES BD RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 100 | Pooled Separate Account | — | — | $38K | 0.6% | |
| Transamerica Lifegoal 2035 Pooled Separate Account | — | — | — | $26K | 0.4% | |
| TRANSAMERICA LG 2035 BLACKROCK TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 050 | Pooled Separate Account | — | — | $26K | 0.4% | |
| TRANSAMERICA PTNR MD VAL RT OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 427 | Pooled Separate Account | — | — | $25K | 0.4% | |
| Transamerica Life Ins Co Transamerica Ptnr Md Val Rt Opt | — | — | — | $25K | 0.4% | |
| Aegon Bond Ret Opt Pooled Separate Account | — | — | — | $24K | 0.3% | |
| AEGON BD RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 100 | Pooled Separate Account | — | — | $24K | 0.3% | |
| Transamerica Life Ins Co Columbia Total Return Bd Inv Opt 962 * Transamerica Life Ins Co Columbia U.S. Treasury Idx Ret Opt | — | — | — | $15K | 0.2% | |
| COLUMBIA U.S. TREASURY IDX RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 308 | Pooled Separate Account | — | — | $15K | 0.2% | |
| Transamerica Life Ins Co Transamerica LG 2045 BlackRock | — | — | — | $13K | 0.2% | |
| TRANSAMERICA LG 2045 BLACKROCK TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 051 | Pooled Separate Account | — | — | $13K | 0.2% | |
| Transamerica Life Ins Co AEGON Balanced Ret Opt | — | — | — | $12K | 0.2% | |
| AEGON BALANCED RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 119 | Pooled Separate Account | — | — | $12K | 0.2% | |
| Transamerica Large Cap Value Ret Opt Pooled Separate Account | — | — | — | $11K | 0.2% | |
| TRANSAMERICA HI YIELD BD RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 103 | Pooled Separate Account | — | — | $11K | 0.2% | |
| Transamerica Lifegoal Ret Opt Pooled Separate Account | — | — | — | $9K | 0.1% | |
| TRANSAMERICA LG CAP VAL RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 477 | Pooled Separate Account | — | — | $9K | 0.1% | |
| State Street S&P 500 Index Ret Opt Pooled Separate Account | — | — | — | $7K | 0.1% | |
| STATE STREET RUSSELL SM CP IDX OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 033 | Pooled Separate Account | — | — | $7K | 0.1% | |
| Neuberger Berman Genesis Fund Opt Pooled Separate Account | — | — | — | $6K | <0.1% | |
| FRANKLIN MTL QUEST INV OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 186 | Pooled Separate Account | — | — | $6K | <0.1% | |
| Transamerica Life Ins Co BNY Mellon Intl Core Eq Inv Opt | — | — | — | $5K | <0.1% | |
| AEGON CASH MANAGEMENT RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 446 | Pooled Separate Account | — | — | $5K | <0.1% | |
| Notes receivable from participants Bearing interest at 9.0% - | — | — | — | $5K | <0.1% | |
| Franklin Mutual Us Mid Cap Value Inv Opt Pooled Separate Account | — | — | — | $5K | <0.1% | |
| FRANKLIN BALANCE SHEET INV OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 444 | Pooled Separate Account | — | — | $5K | <0.1% | |
| State Street Russell Small Cap Index Ret Opt Pooled Separate Account | — | — | — | $1K | <0.1% | |
| PUTNAM DYNMC ASST ALLC BAL INV OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 174 | Pooled Separate Account | — | — | $1K | <0.1% | |
| COLUMBIA TOTAL RETURN BD INV OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 119 | Pooled Separate Account | — | — | $962 | <0.1% | |
| AMERICAN FDS EUROPACIFIC GR RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 068 | Pooled Separate Account | — | — | $424 | <0.1% | |
| TRANSAMERICA LG 2055 BLACKROCK TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 505 | Pooled Separate Account | — | — | $0 | <0.1% | |
| TRANSAMERICA LG 2060 BLACKROCK TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 612 | Pooled Separate Account | — | — | $0 | <0.1% |
Related plans
Other plans using PRICEKUBECKA, PLLC
PLASTICS FAMILY HOLDINGS, INC.
PLASTICS FAMILY HOLDINGS, INC. PROFIT SHARING & RETIREMENT SAVINGS PLAN
$109.0M · 1,157 participants
SIMPSON DOOR COMPANY
SIMPSON EMPLOYEE SAVINGS PLAN
$83.4M · 250 participants
INTEGRAL AD SCIENCE, INC.
INTEGRAL AD SCIENCE, INC. 401(K) PLAN
$66.7M · 542 participants
MELTON & MELTON, LLP
MELTON & MELTON SALARY DEFERRAL PLAN AND TRUST
$41.8M · 138 participants
HOSPITAL INTERNISTS OF TEXAS
HOSPITAL INTERNISTS OF TEXAS 401(K) PROFIT SHARING PLAN
$36.0M · 53 participants
DERR FLOORING CO.
DERR FLOORING COMPANY 401(K) PLAN
$24.9M · 133 participants
Similar-size Manufacturing plans
TECHNIPAQ, INC.
TECHNIPAQ, INC. 401(K) PROFIT SHARING PLAN
$6.8M · 174 participants
WORCESTER ENVELOPE COMPANY
WORCESTER ENVELOPE COMPANY EMPLOYEES' PENSION PLAN
$6.7M · 28 participants
FELIX SCHOELLER NORTH AMERICA, INC.
FELIX SCHOELLER NORTH AMERICA, INC. SAVINGS PLAN FOR HOURLY RATED EMPLOYEES
$6.8M · 55 participants
HOMASOTE COMPANY
PENSION PLAN OF HOMASOTE COMPANY
$6.6M · 36 participants
FOX CONVERTING, INC.
FOX CONVERTING, INC. 401(K) RETIREMENT PLAN
$6.9M · 33 participants
CARLISLE CONTAINER COMPANY, INC.
CARLISLE CONTAINER CO. EMPLOYEE SAVINGS PLAN
$6.9M · 33 participants
Large plans in Illinois
NORTHERN TRUST INVESTMENTS, INC.
NORTHERN TRUST COLLECTIVE S&P 500 INDEX FUND - NON-LENDING
$91.1B
NORTHERN TRUST INVESTMENTS, INC.
NORTHERN TRUST COLLECTIVE S&P 500 INDEX FUND - DC - NON-LENDING
$62.8B
TRUSTEES OF CENTRAL STATES, SE AND SW AREAS PENSION FUND
CENTRAL STATES, SOUTHEAST & SOUTHWEST AREAS PENSION PLAN
$48.2B · 38,102 participants
STATE FARM MUTUAL AUTOMOBILE INSURANCE COMPANY
STATE FARM INSURANCE COMPANIES RETIREMENT PLAN FOR UNITED STATES EMPLOYEES
$37.7B · 39,712 participants
NORTHERN TRUST INVESTMENTS, INC.
NORTHERN TRUST COLLECTIVE S&P 500 INDEX FUND - LENDING
$35.5B
NORTHERN TRUST INVESTMENTS, INC.
NORTHERN TRUST COLLECTIVE SHORT TERM INVESTMENT
$29.7B