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Original filing (PDF)20251013065610NAL0001902722001
P COR, LLC
Form 5500
FILING_RECEIVED
P COR, LLC RETIREMENT PLAN
Defined-contribution retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
645
Accounts w/ balance
807
Plan assets (EOY)
$12.0M
Net assets (EOY)
$12.0M
How this plan invests
This plan
13 pooled trusts
Schedule D
16 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
65
Vendor stack
80
Participation health
100
Knocking points off
- 50 bps in Schedule C fees — 72% above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for P COR, LLC.
Plan sponsor
Name
P COR, LLC
EIN
38-3322462
Address
735 JOHN R ROAD · SUITE 150 · TROY, MI · 48083
Phone
(248) 723-0292
Industry
Retail Tradesee 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
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
GJC CPA'S & ADVISORS
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | NONE | $33K | — |
| GJC CPA'S & ADVISORS | 38-2029668 | — | NONE | $19K | — |
| WILLIS TOWERS WATSON US LLC | 53-0181291 | — | NONE | $8K | — |
Investments
3 direct securities · 13 pooled funds· $12.0M(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.
Common Collective Trust
$11.1M
13 holdings
Uncategorized
$946K
3 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| SMARTRETIREMENT PSV BLND 2035 JPMORGAN CHASE BANK, N.A. · EIN 26-1165348 / PN 001 | Common Collective Trust | — | — | $1.6M | 13.4% | |
| SMARTRETIREMENT PSV BLND 2030 JPMORGAN CHASE BANK, N.A. · EIN 26-1165198 / PN 001 | Common Collective Trust | — | — | $1.6M | 13.1% | |
| SMARTRETIREMENT PSV BLND INCOME JPMORGAN CHASE BANK, N.A. · EIN 26-1164871 / PN 001 | Common Collective Trust | — | — | $1.3M | 11.1% | |
| SMARTRETIREMENT PSV BLND 2040 JPMORGAN CHASE BANK, N.A. · EIN 26-1165392 / PN 001 | Common Collective Trust | — | — | $936K | 7.8% | |
| SMARTRETIREMENT PSV BLND 2050 JPMORGAN CHASE BANK, N.A. · EIN 26-1165477 / PN 001 | Common Collective Trust | — | — | $936K | 7.8% | |
| SMARTRETIREMENT PSV BLND 2025 JPMORGAN CHASE BANK, N.A. · EIN 26-1165154 / PN 001 | Common Collective Trust | — | — | $924K | 7.7% | |
| TOTAL INTL STOCK MRKT VANGUARD FIDUCIARY TRUST COMPANY · EIN 81-6317280 / PN 001 | Common Collective Trust | — | — | $918K | 7.6% | |
| SMARTRETIREMENT PSV BLND 2045 JPMORGAN CHASE BANK, N.A. · EIN 26-1165449 / PN 001 | Common Collective Trust | — | — | $831K | 6.9% | |
| SMARTRETIREMENT PSV BLND 2055 JPMORGAN CHASE BANK, N.A. · EIN 45-5590883 / PN 001 | Common Collective Trust | — | — | $817K | 6.8% | |
| Vanguard Federal Money Market Fund 785,802 shares (a) | — | — | — | $786K | 6.5% | |
| TOTAL STOCK MARKET IDX VANGUARD FIDUCIARY TRUST COMPANY · EIN 81-6316167 / PN 001 | Common Collective Trust | — | — | $493K | 4.1% | |
| SMARTRETIREMENT PSV BLND 2060 JPMORGAN CHASE BANK, N.A. · EIN 84-2507352 / PN 001 | Common Collective Trust | — | — | $366K | 3.0% | |
| TOTAL BOND MARKET IDX VANGUARD FIDUCIARY TRUST COMPANY · EIN 81-6321044 / PN 001 | Common Collective Trust | — | — | $208K | 1.7% | |
| SMARTRETIREMENT PSV BLND 2065 JPMORGAN CHASE BANK, N.A. · EIN 92-0325611 / PN 001 | Common Collective Trust | — | — | $120K | 1.0% | |
| percent to 10.25 percent -0- | — | — | — | $93K | 0.8% | |
| Empower Self-Directed Brokerage Various participant- Accounts directed holdings (a) | — | — | — | $67K | 0.6% |