Back to filter
Original filing (PDF)20251001051659NAL0012231729001
PSL GROUP AMERICA
Form 5500
FILING_RECEIVED
PSL GROUP AMERICA 401(K) PLAN
401(k) retirement plan
Active participants
304
Accounts w/ balance
377
Plan assets (EOY)
$43.6M
Net assets (EOY)
$43.6M
How this plan invests
This plan
3 pooled trusts
Schedule D
29 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Participation health
100
Helping the score
- Below-peer total fees (17 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PSL GROUP AMERICA.
Plan sponsor
Name
PSL GROUP AMERICA
EIN
52-2124029
Address
1140 AVENUE OF THE AMERICAS · 14TH FLOOR · NEW YORK, NY · 10036
Phone
(212) 328-8040
Industry
All Other Professional Services· Professional & Technical Servicessee 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
2025-10-01
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
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
BORISBENIC AND ASSOCIATES LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $4K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY SMITH BARNEY | 20-8764829 | — | INVESTMENT/FINANCIAL ADVI | $71K | — |
Investments
26 direct securities · 3 pooled funds· $42.1M(97% 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.
Registered Investment Companies
$36.6M
26 holdings
Common Collective Trust
$5.5M
3 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FID 500 IND | Registered Investment Companies | — | — | $8.0M | 18.3% | |
| PIONEER LARGE CAP GROWTH R1 WILMINGTON TRUST COMPANY · EIN 81-4278868 / PN 290 | Common Collective Trust | — | — | $3.4M | 7.8% | |
| VAN TARGET RETIRE 2050 | Registered Investment Companies | — | — | $3.0M | 6.9% | |
| VAN TARGET RETIRE 2040 | Registered Investment Companies | — | — | $2.3M | 5.3% | |
| AMERICAN FUNDS EUROPAC GRO- R6 | Registered Investment Companies | — | — | $2.1M | 4.8% | |
| VAN TARGET RETIRE 2035 | Registered Investment Companies | — | — | $2.0M | 4.5% | |
| VAN TARGET RETIRE 2055 | Registered Investment Companies | — | — | $1.9M | 4.5% | |
| VANGUARD MIDCAP GROWTH IDX ADM | Registered Investment Companies | — | — | $1.9M | 4.3% | |
| VAN TARGET RETIRE 2045 | Registered Investment Companies | — | — | $1.6M | 3.7% | |
| DFA US SM CAP PORTFOLIO INST | Registered Investment Companies | — | — | $1.6M | 3.7% | |
| US LARGE CAP VAL PORT III INST | Registered Investment Companies | — | — | $1.6M | 3.6% | |
| LORD ABBETT DEVELOPING GR R4 | Registered Investment Companies | — | — | $1.4M | 3.1% | |
| AMERFUNDS AMER BALANCED - R6 | Registered Investment Companies | — | — | $1.3M | 3.0% | |
| AMF INCOME FD OF AMERICA R6 | Registered Investment Companies | — | — | $1.2M | 2.7% | |
| COLUMBIA TRUST STBL INC ADM25 AMERIPRISE TRUST COMPANY · EIN 41-0007957 / PN 134 | Common Collective Trust | — | — | $1.2M | 2.7% | |
| FID MID CAP INDEX | Registered Investment Companies | — | — | $1.0M | 2.3% | |
| BLACKROCK GLBL ALLOCATION INST | Registered Investment Companies | — | — | $991K | 2.3% | |
| PGIM TOTAL RETURN BOND CIT LP WILMINGTON TRUST COMPANY · EIN 38-4097323 / PN 471 | Common Collective Trust | — | — | $913K | 2.1% | |
| VAN TARG RETIRE 2060 | Registered Investment Companies | — | — | $814K | 1.9% | |
| VANGUARD MID CAP VALUE IND ADM | Registered Investment Companies | — | — | $736K | 1.7% | |
| JANUS HENDERSONBALANCED FUND I | Registered Investment Companies | — | — | $687K | 1.6% | |
| VAN TARGET RETIRE 2030 | Registered Investment Companies | — | — | $614K | 1.4% | |
| VAN TARGET RETIRE 2025 | Registered Investment Companies | — | — | $513K | 1.2% | |
| LORD ABBETT SHORT DUR INC R4 | Registered Investment Companies | — | — | $398K | 0.9% | |
| VAN TARGET RETIRE INC | Registered Investment Companies | — | — | $353K | 0.8% | |
| VAN TARGET RETIRE 2020 | Registered Investment Companies | — | — | $221K | 0.5% | |
| BLACKROCK HIGH YIELD INST | Registered Investment Companies | — | — | $199K | 0.5% | |
| FID ADV FOCUSED EMERGING MKT I | Registered Investment Companies | — | — | $136K | 0.3% | |
| INVESCO INTL BOND Y | Registered Investment Companies | — | — | $34K | <0.1% |