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Original filing (PDF)20251014124356NAL0003962736001
PYRAMID CONSULTING, INC.
Form 5500
FILING_RECEIVED
PYRAMID CONSULTING, INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
~80 bps in Sched C fees
Active participants
1,735
Accounts w/ balance
1,963
Plan assets (EOY)
$32.8M
Net assets (EOY)
$32.8M
How this plan invests
This plan
1 pooled trust
Schedule D
41 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
65
Vendor stack
100
Participation health
100
Knocking points off
- 80 bps in Schedule C fees — 175% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PYRAMID CONSULTING, INC..
Plan sponsor
Name
PYRAMID CONSULTING, INC.
EIN
58-2191055
Address
3060 KIMBALL BRG RD, SUITE #200 · ALPHARETTA, GA · 30022
Phone
(678) 514-3536
Industry
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
2025-10-14
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
LONG & ASSOCIATES LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $161K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY SMITH BARNEY | 20-8764829 | — | INVESTMENT/FINANCIAL ADVI | $101K | — |
Investments
40 direct securities · 1 pooled fund· $32.4M(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.
Registered Investment Companies
$31.5M
40 holdings
Common Collective Trust
$883K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FID 500 IND | Registered Investment Companies | — | — | $4.9M | 15.0% | |
| T ROWE PRICE TARGET 2035 I | Registered Investment Companies | — | — | $2.8M | 8.6% | |
| T ROWE PRICE TARGET 2040 I | Registered Investment Companies | — | — | $2.7M | 8.1% | |
| T ROWE PRICE TARGET 2045 I | Registered Investment Companies | — | — | $2.4M | 7.4% | |
| T ROWE PRICE TARGET 2030 I | Registered Investment Companies | — | — | $2.2M | 6.6% | |
| T ROWE PRICE TARGET 2050 I | Registered Investment Companies | — | — | $2.1M | 6.4% | |
| T ROWE PRICE TARGET 2055 I | Registered Investment Companies | — | — | $1.3M | 4.0% | |
| AMF NEW ECON R6 | Registered Investment Companies | — | — | $1.3M | 3.9% | |
| JPMORGAN US EQUITY FUND R6 | Registered Investment Companies | — | — | $1.2M | 3.6% | |
| T ROWE PRICE TARGET 2060 I | Registered Investment Companies | — | — | $931K | 2.8% | |
| PUTNAM STABLE VALUE 25 PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $883K | 2.7% | |
| FID MID CAP INDEX | Registered Investment Companies | — | — | $843K | 2.6% | |
| BLK TECH OPPS FUND - K | Registered Investment Companies | — | — | $791K | 2.4% | |
| T ROWE PRICE TARGET 2020 I | Registered Investment Companies | — | — | $770K | 2.3% | |
| T ROWE PRICE TARGET 2025 I | Registered Investment Companies | — | — | $769K | 2.3% | |
| BR HEALTH SCIENCES OPPS K | Registered Investment Companies | — | — | $549K | 1.7% | |
| MFS VALUE R6 | Registered Investment Companies | — | — | $539K | 1.6% | |
| FIDELITY ADVISOR BALANCED Z | Registered Investment Companies | — | — | $518K | 1.6% | |
| AMERFUNDS SMALLCAP WORLD R6 | Registered Investment Companies | — | — | $467K | 1.4% | |
| FID SMALL CAP INDEX | Registered Investment Companies | — | — | $420K | 1.3% | |
| PGIM JENNISON MID CAP GR R6 | Registered Investment Companies | — | — | $393K | 1.2% | |
| DFA US SMALL CAP GROWTH INST | Registered Investment Companies | — | — | $381K | 1.2% | |
| VANGUARD TOT BND MKT IND- ADM | Registered Investment Companies | — | — | $355K | 1.1% | |
| FRA CONVERTIBLE SECURITIES R6 | Registered Investment Companies | — | — | $340K | 1.0% | |
| VANGUARD TOT INTL STK IND ADM | Registered Investment Companies | — | — | $327K | 1.0% | |
| ALLSPRING SPECIAL MC VAL R6 | Registered Investment Companies | — | — | $278K | 0.8% | |
| LORD ABBETT SHORT DUR INC R6 | Registered Investment Companies | — | — | $272K | 0.8% | |
| BLACKROCK HIGH YIELD K | Registered Investment Companies | — | — | $243K | 0.7% | |
| FIRST EAGLE GLOBAL R6 | Registered Investment Companies | — | — | $225K | 0.7% | |
| CLEARBRIDGE INTERN GWTH IS | Registered Investment Companies | — | — | $197K | 0.6% | |
| LOOMIS SAYLES INV GRADE BOND N | Registered Investment Companies | — | — | $187K | 0.6% | |
| JPMORGAN SMALL CAP VALUE R6 | Registered Investment Companies | — | — | $179K | 0.5% | |
| COHEN & STEERS REAL EST SEC Z | Registered Investment Companies | — | — | $139K | 0.4% | |
| FID ADV FOCUSED EMERGING MKT Z | Registered Investment Companies | — | — | $122K | 0.4% | |
| VANGUARD EMG MKT BOND ADM | Registered Investment Companies | — | — | $91K | 0.3% | |
| FRANKLIN INCOME FUND R6 | Registered Investment Companies | — | — | $86K | 0.3% | |
| T ROWE PRICE TARGET 2015 I | Registered Investment Companies | — | — | $64K | 0.2% | |
| T ROWE PRICE TARGET 2005 I | Registered Investment Companies | — | — | $54K | 0.2% | |
| M&N RAINIER INT DISC Z | Registered Investment Companies | — | — | $53K | 0.2% | |
| EATON VANCE FLOATING-RATE R6 | Registered Investment Companies | — | — | $48K | 0.1% | |
| T ROWE PRICE TARGET 2010 I | Registered Investment Companies | — | — | $46K | 0.1% |
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