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Original filing (PDF)20251006112333NAL0003551969001
PRIMARK US CORP.
Form 5500
FILING_RECEIVED
PRIMARK US 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
1,681
Accounts w/ balance
1,656
Plan assets (EOY)
$22.7M
Net assets (EOY)
$22.7M
How this plan invests
This plan
1 pooled trust
Schedule D
27 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
80
Vendor stack
80
Participation health
100
Knocking points off
- 42 bps in Schedule C fees — modestly above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PRIMARK US CORP..
Plan sponsor
Name
PRIMARK US CORP.
EIN
47-1063988
Address
101 ARCH STREET · SUITE 1501 · BOSTON, MA · 02110
Phone
(617) 946-3235
Industry
Retail Tradesee 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
2025-10-06
Pension benefit codes
2A · Age/service weighted or new comparability
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)
Audit & trust (Schedule H)
Auditor
GRAY, GRAY & GRAY LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsTPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $95K | — |
Investments
26 direct securities · 1 pooled fund· $22.7M(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
$22.0M
26 holdings
Common Collective Trust
$661K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Nuveen Lifecycle Index 2055 R6 | — | — | — | $4.3M | 18.9% | |
| Nuveen Lifecycle Index 2045 R6 | — | — | — | $2.8M | 12.5% | |
| Nuveen Lifecycle Index 2050 R6 | — | — | — | $2.8M | 12.5% | |
| Nuveen Lifecycle Index 2035 R6 | — | — | — | $2.2M | 9.5% | |
| Nuveen Lifecycle Index 2040 R6 | — | — | — | $1.6M | 7.0% | |
| Nuveen Lifecycle Index 2060 R6 | — | — | — | $1.6M | 6.9% | |
| Nuveen Lifecycle Index 2025 R6 | — | — | — | $1.3M | 5.9% | |
| Nuveen Lifecycle Index 2065 R6 | — | — | — | $1.2M | 5.2% | |
| Nuveen Lifecycle Index 2030 R6 | — | — | — | $851K | 3.7% | |
| Participant Loans Interest from 4.25% - 9.50%, | — | — | — | $712K | 3.1% | |
| PRIN/BR S&P 500 INDEX CIT N SEI TRUST COMPANY · EIN 94-3224211 / PN 001 | Common Collective Trust | — | — | $661K | 2.9% | |
| JPMorgan JP Morgan Large Cap Gr R6 Fd | — | — | — | $495K | 2.2% | |
| Vanguard Mid Cap Index Adm Fd | — | — | — | $359K | 1.6% | |
| Vanguard Sm Cap Index Adm Fund | — | — | — | $265K | 1.2% | |
| Goldman Sachs Gold Sachs Mid-Cap Val Inst Fd | — | — | — | $238K | 1.1% | |
| Janus Henderson JanusHenderson Enter N Fund | — | — | — | $219K | 1.0% | |
| Allspring Government Money Market | — | — | — | $208K | 0.9% | |
| American New World R6 | — | — | — | $176K | 0.8% | |
| Allspring Dspd US Core Inst | — | — | — | $155K | 0.7% | |
| Allspring Sm Co Gr Inst Fund | — | — | — | $116K | 0.5% | |
| Nuveen Lifecycle Index 2020 R6 | — | — | — | $107K | 0.5% | |
| Vanguard Sm Cap Val Index Admiral Fund | — | — | — | $72K | 0.3% | |
| Nuveen Lifecycle Index 2015 R6 | — | — | — | $67K | 0.3% | |
| Metropolitan West Total Return Bond I Fund | — | — | — | $66K | 0.3% | |
| Thornburg Intl Equity R6 Fund | — | — | — | $61K | 0.3% | |
| Nuveen Lifecycle Index Retirement Income | — | — | — | $51K | 0.2% | |
| Nuveen Lifecycle Index 2010 R6 | — | — | — | $4K | <0.1% |
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