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Original filing (PDF)20251015111438NAL0002306243001
P & L GLOBAL HOLDING CORP
Form 5500
FILING_RECEIVED
P & L GLOBAL HOLDING CORP 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
1,398
Accounts w/ balance
913
Plan assets (EOY)
$56.5M
Net assets (EOY)
$56.5M
How this plan invests
This plan
1 pooled trust
Schedule D
34 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
90
/ 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
80
Participation health
80
Knocking points off
- 19 bps in Schedule C fees — modestly above peer band of 16 bps.
- No recordkeeper disclosed on Schedule C.
- 65% balance-to-active ratio — below typical for a healthy 401(k).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for P & L GLOBAL HOLDING CORP.
Plan sponsor
Name
P & L GLOBAL HOLDING CORP
EIN
46-2532653
Address
200 HICKS STREET · WESTBURY, NY · 11590
Phone
(516) 986-1693
Industry
Manufacturingsee 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
2025-10-15
Pension benefit codes
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
FORVIS MAZARS USA LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASCENSUS LLC | 11-3665754 | — | NONE | $109K | — |
Investments
34 direct securities · 1 pooled fund· $58.3M(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
$56.5M
34 holdings
Common Collective Trust
$1.8M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| GM AB Large Cap Growth A Alliance Bernstein 0 | — | — | — | $8.4M | 14.9% | |
| GM JPMorgan Equity Income R3 JP Morgan 0 | — | — | — | $7.7M | 13.7% | |
| GM PIMCO StocksPLUS Intl US Dol Hed A PIMCO 0 | — | — | — | $3.5M | 6.3% | |
| GM Janus Henderson Overseas A Janus 0 | — | — | — | $3.1M | 5.5% | |
| iShares S&P 500 Index Instl iShares 0 | — | — | — | $3.0M | 5.4% | |
| GM PIMCO Income A PIMCO 0 | — | — | — | $3.0M | 5.3% | |
| GM Janus Henderson Enterprise A Janus Henderson 0 | — | — | — | $2.9M | 5.2% | |
| GM Transamerica Bond A Transamerica 0 | — | — | — | $2.9M | 5.1% | |
| GM MFS Mid Cap Value A MFS 0 | — | — | — | $2.8M | 4.9% | |
| GM Guggenheim Ttl Rtrn Bnd Fnd R6 Guggenheim 0 | — | — | — | $2.3M | 4.0% | |
| Various Rates and Maturities Participant's Loan Account 0 | — | — | — | $2.1M | 3.7% | |
| PUTNAM STABLE VALUE 50BPS PUTNAM STABLE VALUE FUNDS · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $1.8M | 3.2% | |
| AB Large Cap Growth A Alliance Bernstein 0 | — | — | — | $1.6M | 2.9% | |
| GM Goldman Sachs Emerging Mkts Equity A Goldman Sachs 0 | — | — | — | $1.5M | 2.6% | |
| GM Macquarie Emerging Markets A Macquarie 0 | — | — | — | $1.3M | 2.3% | |
| Janus Henderson Enterprise A Janus Henderson 0 | — | — | — | $1.2M | 2.1% | |
| GM Putnam Stable Value 50bps Putnam 0 | — | — | — | $1.1M | 2.0% | |
| GM Undiscovered Manager Behavior Val A Undiscovered 0 | — | — | — | $1.0M | 1.8% | |
| GM Allspring Small Company Growth A Allspring 0 | — | — | — | $1.0M | 1.8% | |
| JPMorgan Equity Income R3 JP Morgan 0 | — | — | — | $910K | 1.6% | |
| Putnam Stable Value 50bps Putnam 0 | — | — | — | $697K | 1.2% | |
| GM Eaton Vance High Income Opportunities Eaton Vance 0 | — | — | — | $640K | 1.1% | |
| MFS Global Total Return A MFS 0 | — | — | — | $540K | 1.0% | |
| Undiscovered Managers Behavioral Val A Undiscovered 0 | — | — | — | $505K | 0.9% | |
| Columbia Small Cap Index A Columbia 0 | — | — | — | $497K | 0.9% | |
| MFS Mid Cap Value A MFS 0 | — | — | — | $481K | 0.9% | |
| PIMCO StocksPLUS Intl US Dol Hed A PIMCO 0 | — | — | — | $377K | 0.7% | |
| PIMCO Income A PIMCO 0 | — | — | — | $345K | 0.6% | |
| Allspring Small Company Growth A Allspring 0 | — | — | — | $331K | 0.6% | |
| Janus Henderson Overseas A Janus Henderson 0 | — | — | — | $162K | 0.3% | |
| Guggenheim Ttl Rtrn Bnd Fnd R6 Guggenheim 0 | — | — | — | $148K | 0.3% | |
| Eaton Vance High Income Opportunities A Eaton Vance 0 | — | — | — | $124K | 0.2% | |
| Goldman Sachs Emerging Mkts Equity A Goldman Sachs 0 | — | — | — | $118K | 0.2% | |
| Transamerica Bond A Transamerica 0 | — | — | — | $57K | 0.1% | |
| Macquarie Emerging Markets A Macquarie 0 | — | — | — | $45K | <0.1% |