Original filing (PDF)20250825080420NAL0003814499001

PRINCETON FITNESS & WELLNESS CENTER, LLC

Name: PRINCETON FITNESS & WELLNESS CENTER, LLC — F & W PROFESSIONAL SERVICES, LLC 401K PLAN, Form 5500 (2024)
Creator: PRINCETON FITNESS & WELLNESS CENTER, LLC

Form 5500

FILING_RECEIVED

F & W PROFESSIONAL SERVICES, LLC 401K PLAN

401(k) retirement plan

Signals · 1

No recordkeeper disclosed

Active participants

1,181

Accounts w/ balance

183

Plan assets (EOY)

$4.9M

Net assets (EOY)

$4.9M

How this plan invests

This plan

33 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

/ 100

Grade C

Average plan with room to improve

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PRINCETON FITNESS & WELLNESS CENTER, LLC.

Plan sponsor

Name

PRINCETON FITNESS & WELLNESS CENTER, LLC

EIN

47-0866950

Address

3 JOCAMA BLVD · SUITE D · OLD BRIDGE, NJ · 08857

Phone

(732) 525-2900

Industry

Arts, Entertainment, Recreationsee 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

2025-08-25

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)

Audit & trust (Schedule H)

Service providers (Schedule C)

1 rows

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
LPL FINANCIAL - RPCP	95-2834236	—	NONE	$25K	—

Investments

33 direct securities· $4.9M(100% of reported assets)

Other securities

$4.9M

32 holdings

Participant loans

$30K

1 holding

					% of plan
Vanguard Target Retirement 2030 Fund Vanguard 0	Other securities	—	—	$942K	19.3%
Vanguard 500 Index Adm Vanguard 0	Other securities	—	—	$656K	13.4%
Vanguard Target Retirement 2040 Fund Vanguard 0	Other securities	—	—	$473K	9.7%
Vanguard Target Retirement 2025 Fund Vanguard 0	Other securities	—	—	$469K	9.6%
Vanguard Target Retirement 2060 Fund Vanguard 0	Other securities	—	—	$461K	9.4%
Vanguard Target Retirement 2045 Fund Vanguard 0	Other securities	—	—	$364K	7.5%
Vanguard Target Retirement 2035 Fund Vanguard 0	Other securities	—	—	$305K	6.3%
Vanguard Target Retirement 2050 Fund Vanguard 0	Other securities	—	—	$302K	6.2%
Vanguard Target Retirement 2055 Fund Vanguard 0	Other securities	—	—	$273K	5.6%
Vanguard Growth Index Adm Vanguard 0	Other securities	—	—	$124K	2.5%
Vanguard Information Tech Index Adm Vanguard 0	Other securities	—	—	$101K	2.1%
Vanguard Target Retirement 2065 Fund Vanguard 0	Other securities	—	—	$76K	1.6%
Schwab International Index Select Schwab 0	Other securities	—	—	$52K	1.1%
JPMorgan Large Cap Growth R6 JP Morgan 0	Other securities	—	—	$42K	0.9%
Various Rates and Maturities Participant's Loan Account 0	Participant loans	—	—	$30K	0.6%
Vanguard Mid Cap Index Adm Vanguard 0	Other securities	—	—	$26K	0.5%
MetLife GAC-25053 Class 0 MetLife 0	Other securities	—	—	$24K	0.5%
American Funds New Perspective R6 American Funds 0	Other securities	—	—	$21K	0.4%
PIMCO Intl Bond (USDHedged) I PIMCO 0 704 American Eupac R6 American 0	Other securities	—	—	$21K	0.4%
Vanguard Small-Cap Index Adm Vanguard 0	Other securities	—	—	$18K	0.4%
Vanguard Value Index Adm Vanguard 0	Other securities	—	—	$15K	0.3%
AB Small Cap Growth Portfolio Z Alliance Bernstein 0	Other securities	—	—	$14K	0.3%
Vanguard Mid-Cap Value Index Adm Vanguard 0	Other securities	—	—	$13K	0.3%
Vanguard Equity Income Adm Vanguard 0	Other securities	—	—	$8K	0.2%
Vanguard Small-Cap Value Index Adm Vanguard 0	Other securities	—	—	$8K	0.2%
Vanguard Balanced Index Adm Vanguard 0	Other securities	—	—	$8K	0.2%
BlackRock 80/20 Target Alloc K BlackRock 0	Other securities	—	—	$7K	0.2%
Vanguard Target Retirement Income Fund Vanguard 0	Other securities	—	—	$6K	0.1%
Vanguard Health Care Index Adm Vanguard 0	Other securities	—	—	$6K	0.1%
Baird Aggregate Bond Inst Baird 0	Other securities	—	—	$4K	<0.1%
Vanguard Energy Index Adm Vanguard 0	Other securities	—	—	$4K	<0.1%
Vanguard Target Retirement 2070 Fund Vanguard 0	Other securities	—	—	$3K	<0.1%
Carillon Eagle Mid Cap Growth R6 Carillon 0	Other securities	—	—	$1K	<0.1%