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Original filing (PDF)20251014075259NAL0003322064001
PERSONNEL OUTSOURCE SOLUTIONS, INC.
Form 5500
FILING_RECEIVED
PERSONNEL OUTSOURCE 401(K) PLAN
401(k) retirement plan
Active participants
329
Accounts w/ balance
497
Plan assets (EOY)
$2.8M
Net assets (EOY)
$2.8M
How this plan invests
This plan
19 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
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PERSONNEL OUTSOURCE SOLUTIONS, INC..
Plan sponsor
Name
PERSONNEL OUTSOURCE SOLUTIONS, INC.
EIN
56-2198979
Address
PO BOX 2522 · KINSTON, NC · 28501
Phone
(252) 527-8367
Industry
Admin Support & Waste Mgmtsee 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
2025-10-14
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)
Audit & trust (Schedule H)
Auditor
EISNERAMPER, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AMERICAN FUNDS | 95-6817943 | — | RECORDKEEPER | $5K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| QRPS, INC | — | RALEIGH, NC | CONTRACT ADMINISTRATOR | $7K | — |
Investments
19 direct securities· $2.7M(99% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds 2035 Target Date - R2 | — | — | — | $576K | 20.8% | |
| American Funds 2045 Target Date - R2 | — | — | — | $403K | 14.6% | |
| American Funds 2050 Target Date - R2 | — | — | — | $373K | 13.5% | |
| American Funds 2040 Target Date - R2 | — | — | — | $321K | 11.6% | |
| American Funds 2030 Target Date - R2 | — | — | — | $277K | 10.0% | |
| American Funds 2060 Target Date - R2 | — | — | — | $207K | 7.5% | |
| American Funds 2025 Target Date - R2 | — | — | — | $179K | 6.5% | |
| American Funds 2055 Target Date - R2 | — | — | — | $175K | 6.3% | |
| American Funds 2065 Target Date - R2 | — | — | — | $99K | 3.6% | |
| American Funds 2020 Target Date - R2 | — | — | — | $53K | 1.9% | |
| American Funds The Growth Fund of America - R2 | — | — | — | $34K | 1.2% | |
| American Funds International Growth and Income - R2 ** 36 American Funds Washington Mutual Investors Fund Class R-2 | — | — | — | $14K | 0.5% | |
| American Funds Capital Income Builder - R2 | — | — | — | $12K | 0.4% | |
| American Funds 2070 Target Date - R2 ** 659 American Funds The Investment Company of America - R2 | — | — | — | $9K | 0.3% | |
| American Funds U.S. Government Money Market - R2 | — | — | — | $4K | 0.1% | |
| American Funds New Perspective Fund - R2 | — | — | — | $4K | 0.1% | |
| American Funds The Bond Fund of America - R2 ** 16 American Funds Capital World Bond Fund - R2 ** 507 American Funds SMALLCAP World Fund - R2 | — | — | — | $3K | <0.1% | |
| American Funds U.S. Government Securities Fund R-2 | — | — | — | $1K | <0.1% | |
| American Funds EuroPacific Growth Fund - R-2 ** 21 American Funds Inflation Linked Bond Fund - R-2 | — | — | — | $1K | <0.1% |
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