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Original filing (PDF)20251009110341NAL0006877985001
PRIORITY HR I LLC
Form 5500
FILING_RECEIVED
PRIORITY HR RETIREMENT SAVINGS PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
246
Accounts w/ balance
114
Plan assets (EOY)
$3.3M
Net assets (EOY)
$3.3M
How this plan invests
This plan
30 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 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
65
Knocking points off
- No recordkeeper disclosed on Schedule C.
- Only 46% as many balances as active participants — suggests many active employees aren't deferring.
Helping the score
- Below-peer total fees (1 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PRIORITY HR I LLC.
Plan sponsor
Name
PRIORITY HR I LLC
EIN
45-3700838
Address
2002 N LOIS AVE · SUITE 670 · TAMPA, FL · 33607
Phone
(813) 993-7222
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
2025-10-09
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)
2W · Pooled employer plan (PEP)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
TEMPLETON & COMPANY
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHARLES SCHWAB BANK | 82-3967259 | — | NONE | $268 | — |
Investments
30 direct securities· $3.3M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2045 Fund | — | — | — | $693K | 21.3% | |
| Vanguard Target Retirement 2040 Fund | — | — | — | $686K | 21.1% | |
| Vanguard Target Retirement 2035 Fund | — | — | — | $329K | 10.1% | |
| Vanguard Target Retirement 2050 Fund | — | — | — | $257K | 7.9% | |
| Fidelity 500 Index Fund | — | — | — | $231K | 7.1% | |
| Vanguard Target Retirement 2055 Fund | — | — | — | $162K | 5.0% | |
| Vanguard Target Retirement 2030 Fund | — | — | — | $142K | 4.4% | |
| Loans to participants, interest rates ranging from * Notes receivable from participants - | — | — | — | $131K | 4.0% | |
| AllianceBernstein Large Cap Growth (Z) | — | — | — | $85K | 2.6% | |
| Vanguard Target Retirement 2065 Fund | — | — | — | $68K | 2.1% | |
| Vanguard GNMA Fund (Adm) | — | — | — | $48K | 1.5% | |
| Vanguard Equity Income Fund (Adm) | — | — | — | $40K | 1.2% | |
| TCW Group TCW MetWest Total Return Bond (Plan) | — | — | — | $37K | 1.1% | |
| Fidelity International Index Fund | — | — | — | $36K | 1.1% | |
| Capital Group American Funds EuroPacific Growth (R6) | — | — | — | $36K | 1.1% | |
| Fidelity Mid Cap Index Fund | — | — | — | $36K | 1.1% | |
| Vanguard Small Cap Index Admiral Shares | — | — | — | $35K | 1.1% | |
| Fidelity Balanced Fund (K6) | — | — | — | $34K | 1.0% | |
| Vanguard Target Retirement 2025 Fund | — | — | — | $29K | 0.9% | |
| MFS Mid Cap Value Fund (R6) | — | — | — | $27K | 0.8% | |
| Principal High Yield Fund (R6) | — | — | — | $22K | 0.7% | |
| Vanguard Target Retirement 2070 Fund | — | — | — | $19K | 0.6% | |
| JPMorgan Undiscovered Mgr Behavioral Value R6 | — | — | — | $16K | 0.5% | |
| Janus Henderson Developed World Bond (N) | — | — | — | $15K | 0.5% | |
| Carillon Family of Funds Carillon Eagle Mid Cap Growth Fund (R6) | — | — | — | $13K | 0.4% | |
| Charles Schwab Trust Bank Schwab Bank Savings | — | — | — | $8K | 0.2% | |
| AllianceBernstein Small Cap Growth (Z) | — | — | — | $7K | 0.2% | |
| Cohen & Steers Instl Realty Shares | — | — | — | $6K | 0.2% | |
| Charles Schwab Trust Bank Holding account | — | — | — | $5K | 0.1% | |
| Vanguard Target Retirement 2060 Fund | — | — | — | $5K | 0.1% |
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