Original filing (PDF)20251015152210NAL0002661027001

P E SYSTEMS, INC.

Name: P E SYSTEMS, INC. — P E SYSTEMS, INC. 401(K) AND PROFIT SHARING PLAN, Form 5500 (2024)
Creator: P E SYSTEMS, INC.

Form 5500

FILING_RECEIVED

P E SYSTEMS, INC. 401(K) AND PROFIT SHARING PLAN

401(k) retirement plan

Signals · 2

No recordkeeper disclosed8 service providers

Active participants

368

Accounts w/ balance

496

Plan assets (EOY)

$30.1M

Net assets (EOY)

$30.1M

How this plan invests

This plan

30 pooled trusts

Schedule D

33 securities

funds · stocks · CUSIPs

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

Plan health score (directional)

/ 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

Vendor stack

Participation health

100

Knocking points off

72 bps in Schedule C fees — 147% 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 P E SYSTEMS, INC..

Plan sponsor

Name

P E SYSTEMS, INC.

EIN

54-0891458

Address

10201 FAIRFAX BLVD., SUITE 400 · FAIRFAX, VA · 220302222

Phone

(703) 246-9661

Industry

Engineering 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

2025-10-15

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

3C · Not intended to be qualified

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

APRIO LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

8 rows

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
SIGNATURE ESTATE & INVESTMENT ADVIS	95-4806910	—	INVESTMENT ADVISORY	$45K	—
PROFESSIONAL BENEFITS SERVICES	—	FAIRFAX, VA	INVESTMENT ADVISORY	$15K	—
EMPOWER ADVISORY GROUP, LLC	—	GREENWOOD VILLAGE, CO	INVESTMENT MANAGEMENT	$2K	—
MMLIS	—	SPRINGFIELD, MA	INVESTMENT ADVISORY	$0	—
SIGNATURE ESTATE SECURITIES INC	—	LOS ANGELES, CA	INVESTMENT ADVISORY	$0	—

TPA / Administrator

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ANNUITY INS CO OF AMERICA	—	GREENWOOD VILLAGE, CO	CONTRACT ADMINISTRATOR	$113K	—
RETIREMENT PLANNERS & ADMIN INC	—	FALLS CHURCH, VA	CONTRACT ADMINISTRATOR	$22K	—
PRINCIPAL LIFE INSURANCE COMPANY	42-0127290	—	CONTRACT ADMINISTRATOR	$18K	—

Investments

22 direct securities · 30 pooled funds· $35.5M(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

$27.0M

22 holdings

Pooled Separate Account

$8.0M

20 holdings

Common Collective Trust

$557K

10 holdings

Investment	Type	Shares / units	Cost	Current value	% of plan
Principal Guaranteed Option 12/31/2024 (at contract value) NR	—	—	—	$6.7M	22.2%
Principal Core Fixed Income Separate Account Pooled Separate Account NR	—	—	—	$5.4M	18.0%
PRIN CORE FIX INC SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 118	Pooled Separate Account	—	—	$5.4M	18.0%
Fidelity 500 Index Fund Mutual Fund NR	—	—	—	$3.5M	11.5%
PRIN BLUE CHIP SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 133	Pooled Separate Account	—	—	$2.5M	8.4%
T. Rowe Price Value Fund Mutual Fund NR	—	—	—	$2.5M	8.4%
Fidelity Advisor International Growth Fund Mutual Fund NR	—	—	—	$2.2M	7.2%
Putnam Small Cap Growth Fund Mutual Fund NR	—	—	—	$974K	3.2%
Fidelity Emerging Markets Index Fund Mutual Fund NR	—	—	—	$971K	3.2%
Fidelity Mid Cap Index Fund Mutual Fund NR	—	—	—	$835K	2.8%
Fidelity Small Cap Index Fund Mutual Fund NR	—	—	—	$797K	2.6%
PGIM High Yield Fund Mutual Fund NR	—	—	—	$721K	2.4%
DFA U.S. Targeted Value Fund Mutual Fund NR	—	—	—	$680K	2.3%
Fidelity Real Estate Index Fund Mutual Fund NR	—	—	—	$546K	1.8%
Allspring Special Mid Cap Value Fund Mutual Fund NR	—	—	—	$483K	1.6%
Various, bearing interest between * Participant loans 4.25 - 9.50% -	—	—	—	$269K	0.9%
PRIN LIFETIME HYBR 2035 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006	Common Collective Trust	—	—	$155K	0.5%
PRIN LIFETIME HYBR 2055 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010	Common Collective Trust	—	—	$135K	0.4%
Fidelity International Index Fund Mutual Fund NR	—	—	—	$124K	0.4%
PRIN LIFETIME HYBR 2025 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004	Common Collective Trust	—	—	$102K	0.3%
Fidelity U.S. Bond Index Fund Mutual Fund NR	—	—	—	$94K	0.3%
JPMorgan Mid Cap Growth Fund Mutual Fund NR	—	—	—	$69K	0.2%
PIMCO Diversified Income Institutional Fund Mutual Fund NR	—	—	—	$68K	0.2%
PRIN LIFETIME HYBR 2050 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009	Common Collective Trust	—	—	$66K	0.2%
PRIN LIFETIME HYB 2070 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014	Common Collective Trust	—	—	$60K	0.2%
American Funds Capital World Bond Fund Mutual Fund NR	—	—	—	$49K	0.2%
(E)	—	—	—	$24K	<0.1%
Victory Pioneer International Equity Fund Mutual Fund NR	—	—	—	$24K	<0.1%
PRIN LIFETIME HYBR 2040 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007	Common Collective Trust	—	—	$14K	<0.1%
PRIN LIFETIME HYBR 2020 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003	Common Collective Trust	—	—	$12K	<0.1%
Columbia Overseas Value Fund Mutual Fund NR	—	—	—	$12K	<0.1%
PRIN LIFETIME HYBR 2045 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008	Common Collective Trust	—	—	$7K	<0.1%
PRIN LIFETIME HYBR 2030 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005	Common Collective Trust	—	—	$5K	<0.1%
PRIN LIFETIME HYBR 2065 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013	Common Collective Trust	—	—	$2K	<0.1%
VICTORY SYCAMORE ESTABLISHED V VICTORY CAPITAL · EIN 90-0779283 / PN 000	Pooled Separate Account	—	—	$0	<0.1%
MASSMUTUAL DISCIPLINED GR 1 MASSMUTUAL · EIN 90-0779283 / PN 000	Pooled Separate Account	—	—	$0	<0.1%
VANGUARD SMALL CAP INDEX ADM VANGUARD · EIN 90-0779283 / PN 000	Pooled Separate Account	—	—	$0	<0.1%
MASSMUTUAL MID CAP GROWTH I MASSMUTUAL · EIN 90-0342299 / PN 000	Pooled Separate Account	—	—	$0	<0.1%
NORTHERN INTERNATIONAL EQUITY NORTHERN FUNDS · EIN 90-0342299 / PN 000	Pooled Separate Account	—	—	$0	<0.1%
AMERICAN FUNDS EUROPAC GRTH R5 AMERICAN FUNDS · EIN 90-0342299 / PN 000	Pooled Separate Account	—	—	$0	<0.1%
MASSMUTUAL TOTAL RETURN BOND I MASSMUTUAL · EIN 90-0342299 / PN 000	Pooled Separate Account	—	—	$0	<0.1%
VANGUARD TOTAL BOND MKT INDX A VANGUARD · EIN 90-0779283 / PN 000	Pooled Separate Account	—	—	$0	<0.1%
AMERICAN FUNDS WASH MUTUAL R5 AMERICAN FUNDS · EIN 90-0779283 / PN 000	Pooled Separate Account	—	—	$0	<0.1%
VANGUARD EQUITY INCOME ADM VANGUARD · EIN 90-0779283 / PN 000	Pooled Separate Account	—	—	$0	<0.1%
VANGUARD 500 INDEX ADMIRAL VANGUARD · EIN 90-0779283 / PN 000	Pooled Separate Account	—	—	$0	<0.1%
MASSMUTUAL SMALL CAP GR EQ I MASSMUTUAL · EIN 90-0342299 / PN 000	Pooled Separate Account	—	—	$0	<0.1%
VANGUARD MID CAP INDEX ADMIRAL VANGUARD · EIN 90-0779283 / PN 000	Pooled Separate Account	—	—	$0	<0.1%
VANGUARD EMERGING MKTS STK INX VANGUARD · EIN 90-0779283 / PN 000	Pooled Separate Account	—	—	$0	<0.1%
VANGUARD WELLESLEY INCOME ADM VANGUARD · EIN 90-0779283 / PN 000	Pooled Separate Account	—	—	$0	<0.1%
MASSMUTUAL BLUE CHIP GROWTH I MASSMUTUAL · EIN 90-0779283 / PN 000	Pooled Separate Account	—	—	$0	<0.1%
DFA US TARGETED VALUE I DIMENSIONAL FUND ADVISORS · EIN 90-0779283 / PN 000	Pooled Separate Account	—	—	$0	<0.1%
MASSMUTUAL HIGH YIELD I MASSMUTUAL · EIN 90-0779283 / PN 000	Pooled Separate Account	—	—	$0	<0.1%