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Original filing (PDF)20250814163647NAL0010006385001
PENMAC STAFFING SERVICES, INC.
Form 5500
FILING_RECEIVED
PENMAC STAFFING SERVICES 401(K) RETIREMENT SAVINGS PLAN
401(k) retirement plan
Active participants
5,148
Accounts w/ balance
122
Plan assets (EOY)
$4.8M
Net assets (EOY)
$4.8M
How this plan invests
This plan
1 pooled trust
Schedule D
31 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
65
Knocking points off
- Only 2% as many balances as active participants — suggests many active employees aren't deferring.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PENMAC STAFFING SERVICES, INC..
Plan sponsor
Name
PENMAC STAFFING SERVICES, INC.
EIN
43-1625388
Address
447 SOUTH AVE · SPRINGFIELD, MO · 65806
Phone
(417) 616-6345
Industry
Admin Support & Waste Mgmtsee 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
2025-08-14
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
ELLIOTT ROBINSON & COMPANY LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $17K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FLAGSTAR ADVISORS | 13-4120476 | — | ADVISOR | $7K | — |
| OSAIC WEALTH INC | 93-0987232 | — | ADVISOR | $4K | — |
Investments
30 direct securities · 1 pooled fund· $4.8M(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
$4.7M
30 holdings
Common Collective Trust
$57K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Advisor Freedom 2025 Fund K6 Mutual Funds N/A | — | — | — | $708K | 14.8% | |
| Fidelity Advisor Freedom 2030 Fund K6 Mutual Funds N/A | — | — | — | $611K | 12.7% | |
| Fidelity 500 Index Mutual Funds N/A | — | — | — | $468K | 9.7% | |
| Fidelity Advisor Freedom 2035 Fund K6 Mutual Funds N/A | — | — | — | $428K | 8.9% | |
| Fidelity Advisor Freedom 2045 Fund K6 Mutual Funds N/A | — | — | — | $308K | 6.4% | |
| Fidelity Advisor Freedom 2015 Fund K6 Mutual Funds N/A | — | — | — | $236K | 4.9% | |
| Fidelity Mid Cap Index Mutual Funds N/A | — | — | — | $207K | 4.3% | |
| Party Identity of Issue, Including Maturity Date, in Borrower, Lessor Rate of Interest, Collateral, Current Interest or Similar Party or Maturity Value Cost Value Federated Hermes MDT Small Cap Growth Fund Class R6 Mutual Funds N/A | — | — | — | $189K | 3.9% | |
| Invesco Core Bond Fund Class R6 Mutual Funds N/A | — | — | — | $187K | 3.9% | |
| JPMorgan Large Cap Growth Fund Mutual Funds N/A | — | — | — | $185K | 3.9% | |
| Participant Loans Interest rates 4.25% - 9.50% N/A | — | — | — | $181K | 3.8% | |
| Fidelity Advisor Freedom 2040 Fund K6 Mutual Funds N/A | — | — | — | $156K | 3.3% | |
| Fidelity Advisor Freedom 2055 Fund 6 Mutual Funds N/A | — | — | — | $107K | 2.2% | |
| Putnam Large Cap Value R6 Mutual Funds N/A | — | — | — | $105K | 2.2% | |
| Party Identity of Issue, Including Maturity Date, in Borrower, Lessor Rate of Interest, Collateral, Current Interest or Similar Party or Maturity Value Cost Value * Fidelity Advisor Freedom 2050 Fund K6 Mutual Funds N/A | — | — | — | $98K | 2.0% | |
| Fidelity Intermediate Treasury Bond Index Mutual Funds N/A | — | — | — | $78K | 1.6% | |
| Goldman Sachs Small Cap Value Fund Class R6 Mutual Funds N/A | — | — | — | $76K | 1.6% | |
| PGIM High Yield Fund Class R6 Mutual Funds N/A | — | — | — | $75K | 1.6% | |
| Victory Sycamore Established Value Fund Class R6 Mutual Funds N/A | — | — | — | $61K | 1.3% | |
| MFS International Growth Fund R6 Mutual Funds N/A | — | — | — | $61K | 1.3% | |
| STABLE VALUE FUND R1 GREAT GRAY TRUST COMPANY · EIN 85-4031707 / PN 653 | Common Collective Trust | — | — | $57K | 1.2% | |
| MFS Mid Cap Growth Fund Class R6 Mutual Funds N/A | — | — | — | $41K | 0.9% | |
| American Funds New World R6 Mutual Funds N/A | — | — | — | $35K | 0.7% | |
| American Funds Mortgage Fund Class R6 Mutual Funds N/A | — | — | — | $34K | 0.7% | |
| PGIM Jennison Natural Resources R6 Mutual Funds N/A | — | — | — | $23K | 0.5% | |
| American Funds Capital World Bond R6 Mutual Funds N/A | — | — | — | $20K | 0.4% | |
| Fidelity Advisor Freedom 2020 Fund K6 Mutual Funds N/A | — | — | — | $13K | 0.3% | |
| Fidelity International Index Mutual Funds N/A | — | — | — | $11K | 0.2% | |
| Fidelity Advisor Freedom 2065 Fund K6 Mutual Funds N/A | — | — | — | $9K | 0.2% | |
| Fidelity Advisor Freedom 2060 Fund K6 Mutual Funds N/A | — | — | — | $6K | 0.1% | |
| Fidelity Small Cap Index Mutual Funds N/A | — | — | — | $2K | <0.1% |
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