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Original filing (PDF)20251001141141NAL0014391952002
POSTWORKS NEW YORK, LLC
Form 5500
FILING_RECEIVED
POSTWORKS NEW YORK, LLC 401(K) PLAN
401(k) retirement plan
Active participants
109
Accounts w/ balance
212
Plan assets (EOY)
$17.4M
Net assets (EOY)
$17.4M
How this plan invests
This plan
11 pooled trusts
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
80
Vendor stack
100
Participation health
100
Knocking points off
- 37 bps in Schedule C fees — modestly above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for POSTWORKS NEW YORK, LLC.
Plan sponsor
Name
POSTWORKS NEW YORK, LLC
EIN
45-2848381
Address
110 LEROY STREET · 4TH FLOOR · NEW YORK, NY · 10014
Phone
(212) 886-5275
Industry
Real Estatesee 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
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
WIPFLI LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER LIFE & ANNUITY INSURANCE CO | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $0 | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KESTRA ADVISORY SERVICES LLC | — | AUSTIN, TX | INVESTMENT ADVISOR | $40K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PLANNED RETIREMENT CONSULTANTS & AD | — | RIDGEWOOD, NJ | CONTRACT ADMIN | $11K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WIPELI LLP | — | WAUSAU, WI | AUDITOR | $13K | — |
Investments
20 direct securities · 11 pooled funds· $17.4M(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
$10.3M
20 holdings
Common Collective Trust
$7.1M
11 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Ishares S&P 500 Index A Mutual Fund | — | — | — | $2.2M | 12.6% | |
| JPMorgan Large Cap Growth R2 Mutual Fund | — | — | — | $2.2M | 12.6% | |
| PUTNAM RETIREMENT ADVANTAGE 2035 V PUTNAM INVESTMENTS · EIN 26-0787945 / PN 261 | Common Collective Trust | — | — | $2.1M | 11.8% | |
| PUTNAM RETIREMENT ADVANTAGE 2040 V PUTNAM INVESTMENTS · EIN 26-1384398 / PN 260 | Common Collective Trust | — | — | $1.7M | 9.7% | |
| Columbia Dividend Income A Mutual Fund | — | — | — | $1.0M | 6.0% | |
| Columbia Large Cap Enhanced Core A Mutual Fund | — | — | — | $1.0M | 5.8% | |
| PUTNAM RETIREMENT ADVANTAGE 2050 V PUTNAM INVESTMENTS · EIN 26-0787670 / PN 258 | Common Collective Trust | — | — | $721K | 4.1% | |
| PUTNAM RETIREMENT ADVANTAGE 2025 V PUTNAM INVESTMENTS · EIN 26-1384344 / PN 263 | Common Collective Trust | — | — | $538K | 3.1% | |
| PUTNAM RETIREMENT ADVANTAGE 2055 V PUTNAM INVESTMENTS · EIN 27-3616920 / PN 275 | Common Collective Trust | — | — | $499K | 2.9% | |
| PUTNAM RETIREMENT ADVANTAGE 2030 V PUTNAM INVESTMENTS · EIN 26-0788040 / PN 262 | Common Collective Trust | — | — | $422K | 2.4% | |
| Blackrock Adv Small Cap Core Inv A Mutual Fund | — | — | — | $417K | 2.4% | |
| Federated MDT Small Cap Growth Fund A Mutual Fund | — | — | — | $415K | 2.4% | |
| MFS Total Return Bond Fund Class R6 Mutual Funds | — | — | — | $400K | 2.3% | |
| SSGA S&P MIDCAP INDEX FUND CLASS C STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 90-0337987 / PN 176 | Common Collective Trust | — | — | $398K | 2.3% | |
| MFS International Growth R3 Mutual Fund | — | — | — | $349K | 2.0% | |
| Key Guaranteed Portfolio Fund Guaranteed Investment Contract | — | — | — | $315K | 1.8% | |
| PUTNAM RETIREMENT ADVANTAGE 2045 V PUTNAM INVESTMENTS · EIN 26-1208510 / PN 259 | Common Collective Trust | — | — | $313K | 1.8% | |
| MFS Mid Cap Growth R4 Mutual Fund | — | — | — | $307K | 1.8% | |
| PUTNAM RETIREMENT ADVANTAGE TRST MA PUTNAM INVESTMENTS · EIN 26-0788428 / PN 268 | Common Collective Trust | — | — | $305K | 1.8% | |
| PIMCO Real Estate Real Return Strategy P Mutual Fund | — | — | — | $295K | 1.7% | |
| PIMCO Foreign Bond (USD-Hedged) A Mutual Fund | — | — | — | $233K | 1.3% | |
| BlackRock Floating Rate Income Fund Class K Mutual Fund | — | — | — | $203K | 1.2% | |
| MFS Research International R3 Mutual Funds | — | — | — | $186K | 1.1% | |
| American Funds New Perspective R3 Mutual Fund | — | — | — | $162K | 0.9% | |
| Notes receivable from participants 9.50% - | — | — | — | $152K | 0.9% | |
| American Century Mid Cap Value 1 Mutual Fund | — | — | — | $147K | 0.8% | |
| American Funds New World R6 Mutual Fund | — | — | — | $143K | 0.8% | |
| American Funds American Balanced R3 Mutual Fund | — | — | — | $120K | 0.7% | |
| PUTNAM RETIREMENT ADVANTAGE TRST 20 PUTNAM INVESTMENTS · EIN 27-3616920 / PN 273 | Common Collective Trust | — | — | $116K | 0.7% | |
| Hartford Schroders International Stk R3 Mutual Fund | — | — | — | $47K | 0.3% | |
| PUTNAM RETIREMENT ADVANTAGE 2065 V PUTNAM INVESTMENTS · EIN 85-3582370 / PN 001 | Common Collective Trust | — | — | $28K | 0.2% |
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