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Original filing (PDF)20250801074751NAL0006047969001
PAYMENTUS GROUP, INC.
Form 5500
FILING_RECEIVED
PAYMENTUS GROUP, INC. 401(K) RETIREMENT PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
448
Accounts w/ balance
471
Plan assets (EOY)
$31.3M
Net assets (EOY)
$31.3M
How this plan invests
This plan
28 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (12 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PAYMENTUS GROUP, INC..
Plan sponsor
Name
PAYMENTUS GROUP, INC.
EIN
45-3079342
Address
11605 N COMMUNITY HOUSE RD · SUITE 300 · CHARLOTTE, NC · 28277
Phone
(800) 420-1663
Industry
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
2025-08-01
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
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
WARREN AVERETT
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| USI CONSULTING GROUP | 06-1053228 | — | N/A | $36K | — |
Investments
28 direct securities· $31.1M(99% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Voya Investments Voya Target Retirement 2040 Mutual fund | — | — | — | $4.2M | 13.4% | |
| Vanguard Funds 500 Index Mutual fund | — | — | — | $3.8M | 12.3% | |
| Voya Investments Voya Target Retirement 2035 Mutual fund | — | — | — | $2.7M | 8.6% | |
| Voya Investments Voya Target Retirement 2045 Mutual fund | — | — | — | $2.6M | 8.4% | |
| Voya Investments Voya Target Retirement 2050 Mutual fund | — | — | — | $2.2M | 7.2% | |
| Voya Investments Voya Target Retirement 2055 Mutual fund | — | — | — | $2.2M | 7.1% | |
| Voya Investments Voya Target Retirement 2030 Mutual fund | — | — | — | $2.1M | 6.7% | |
| AllianceBernstein Large Cap Growth Mutual fund | — | — | — | $1.6M | 5.1% | |
| Voya Investments Voya Target Retirement 2060 Mutual fund | — | — | — | $1.4M | 4.6% | |
| Voya Investments Voya Target Retirement 2025 Mutual fund | — | — | — | $990K | 3.2% | |
| Columbia Funds Dividend Income Mutual fund | — | — | — | $777K | 2.5% | |
| The Standard Insurance Company Contract held in general account | — | — | — | $770K | 2.5% | |
| Voya Investments Voya Target Retirement Mutual fund | — | — | — | $761K | 2.4% | |
| Vanguard Funds Small Cap Growth Index Mutual fund | — | — | — | $693K | 2.2% | |
| Vanguard Funds Mid-Cap Index Mutual fund | — | — | — | $630K | 2.0% | |
| Touchstone Funds Mid-Cap Fund Mutual fund | — | — | — | $496K | 1.6% | |
| Vanguard Funds Total International Stock Index Mutual fund | — | — | — | $461K | 1.5% | |
| Vanguard Funds Total Bond Market Index Mutual fund | — | — | — | $439K | 1.4% | |
| MFS International Diversified Mutual fund | — | — | — | $409K | 1.3% | |
| Vanguard Funds Small Cap Value Index Mutual fund | — | — | — | $395K | 1.3% | |
| Vanguard Funds Small Cap Index Mutual fund | — | — | — | $358K | 1.1% | |
| Participant Loans Varying maturities and interest rates from 4.25% to 9.00% | — | — | — | $356K | 1.1% | |
| Goldman Sachs Funds Small Cap Equity Insights Mutual fund | — | — | — | $274K | 0.9% | |
| Voya Investments Voya Intermediate Bond Fund Mutual fund | — | — | — | $141K | 0.5% | |
| Voya Investments Voya Target Retirement 2065 Mutual fund | — | — | — | $85K | 0.3% | |
| Virtus Funds Virtus Newfleet Multi-Sector Intm Bond Mutual fund | — | — | — | $75K | 0.2% | |
| Pioneer US Government Money market fund | — | — | — | $47K | 0.1% | |
| PIMCO Real Return Fund Mutual fund | — | — | — | $5K | <0.1% |
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