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Original filing (PDF)20251015203744NAL0011444786001
SINGLESOURCE PROPERTY SOLUTIONS LLC
Form 5500
FILING_RECEIVED
SINGLESOURCE PROPERTY SOLUTIONS LLC 401K RETIREMENT PLAN
401(k) retirement plan
Signals · 2
33% in single holdingNo recordkeeper disclosed
Active participants
163
Accounts w/ balance
212
Plan assets (EOY)
$14.3M
Net assets (EOY)
$14.3M
How this plan invests
This plan
18 pooled trusts
Schedule D
25 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
86
/ 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
84
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "T.Rowe Price GG Retirement Date 2035 R1 N/A" is 33% of plan.
- 48 bps in Schedule C fees — 64% 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 SINGLESOURCE PROPERTY SOLUTIONS LLC.
Plan sponsor
Name
SINGLESOURCE PROPERTY SOLUTIONS LLC
EIN
47-5103354
Address
1000 NOBLE ENERGY DRIVE · SUITE 300 · CANONSBURG, PA · 15317
Phone
(866) 620-7577
Industry
Real Estatesee all
Plan administrator
Name
SINGLESOURCE PROPERTY SOLUTIONS LLC
EIN
47-5103354
City
CANONSBURG, PA
Phone
(866) 620-7577
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
2F · ERISA section 404(c)
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
SCHNEIDER DOWNS & CO., INC.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsOther
5| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INS CO OF AMERICA | — | GREENWOOD VILLAGE, CO | NONE | $44K | — |
| LPL FINANCIAL | — | SAN DIEGO, CA | NONE | $13K | — |
| PETER GIALAMES ASSOCIATES, INC. | — | PITTSBURGH, PA | NONE | $7K | — |
| T ROWE PRICE RPS INC | — | BALTIMORE, MD | NONE | $5K | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $0 | — |
Investments
12 direct securities · 18 pooled funds· $14.1M(99% 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.
Common Collective Trust
$12.5M
18 holdings
Uncategorized
$1.6M
12 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| GG TRP RETIREMENT DATE 2035 TRUST GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289835 / PN 001 | Common Collective Trust | — | — | $4.6M | 32.3% | |
| GG TRP RETIREMENT DATE 2040 TRUST GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289836 / PN 001 | Common Collective Trust | — | — | $1.8M | 12.3% | |
| GG TRP RETIREMENT DATE 2030 TRUST GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289834 / PN 001 | Common Collective Trust | — | — | $1.4M | 10.1% | |
| GG TRP RETIREMENT DATE 2045 TRUST GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289837 / PN 001 | Common Collective Trust | — | — | $1.3M | 9.1% | |
| GG TRP RETIREMENT DATE 2050 TRUST GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289838 / PN 001 | Common Collective Trust | — | — | $1.2M | 8.4% | |
| GG TRP RETIREMENT DATE 2055 TRUST GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289839 / PN 001 | Common Collective Trust | — | — | $704K | 4.9% | |
| Various Self-Directed Brokerage Account N/A | — | — | — | $683K | 4.8% | |
| GG TRP RETIREMENT DATE 2025 TRUST GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289833 / PN 001 | Common Collective Trust | — | — | $573K | 4.0% | |
| GG TRP RETIREMENT DATE 2060 TRUST GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289840 / PN 001 | Common Collective Trust | — | — | $412K | 2.9% | |
| LARGE CAP GROWTH FUND II GREAT GRAY TRUST COMPANY, LLC · EIN 38-4139848 / PN 626 | Common Collective Trust | — | — | $256K | 1.8% | |
| Empower Key Guaranteed Portfolio Fund N/A | — | — | — | $237K | 1.7% | |
| GG TRP RETIREMENT DATE 2020 TRUST GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289832 / PN 001 | Common Collective Trust | — | — | $235K | 1.6% | |
| T.Rowe Price Total Equity Market Index N/A | — | — | — | $199K | 1.4% | |
| American Funds Balanced R6 N/A | — | — | — | $151K | 1.1% | |
| The Vanguard Group MidCap Growth Ind Adm N/A | — | — | — | $101K | 0.7% | |
| Victory Capital NASDAQ 100 Index R6 N/A | — | — | — | $85K | 0.6% | |
| Charles Schwab US Aggregate Bond Int N/A | — | — | — | $52K | 0.4% | |
| GG TRP RETIREMENT DATE 2065 TRUST GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289841 / PN 001 | Common Collective Trust | — | — | $37K | 0.3% | |
| Charles Schwab S&P 500 Index Select N/A | — | — | — | $29K | 0.2% | |
| Charles Schwab US Mid-Cap Index N/A | — | — | — | $24K | 0.2% | |
| T.Rowe Price Inflation Protected Bond I N/A | — | — | — | $22K | 0.2% | |
| GG TRP RETIREMENT DATE 2015 TRUST GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289831 / PN 001 | Common Collective Trust | — | — | $13K | <0.1% | |
| T.Rowe Price Government Money I N/A | — | — | — | $8K | <0.1% | |
| GREAT GRAY EUROPAC GROWTH TRUST GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289844 / PN 001 | Common Collective Trust | — | — | $5K | <0.1% | |
| Fidelity Emerging Markets Index N/A | — | — | — | $5K | <0.1% | |
| CORE BOND FUND CLASS R1 GREAT GRAY TRUST COMPANY, LLC · EIN 82-1986152 / PN 325 | Common Collective Trust | — | — | $0 | <0.1% | |
| LARGE CAP GROWTH FUND CLASS R1 GREAT GRAY TRUST COMPANY, LLC · EIN 82-4435820 / PN 375 | Common Collective Trust | — | — | $0 | <0.1% | |
| SSGA S&P 500 INDEX NL SER N STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 306 | Common Collective Trust | — | — | $0 | <0.1% | |
| SSGA RUSSELL SMALL CAP INDEX NL SER STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 04-0025081 / PN 096 | Common Collective Trust | — | — | $0 | <0.1% | |
| LARGE CAP VALUE FUND CLASS R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $0 | <0.1% |
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