Original filing (PDF)20251009102629NAL0006439713001

PRICE INDUSTRIES, INC.

Name: PRICE INDUSTRIES, INC. — PRICE INDUSTRIES, INC. 401(K) PLAN, Form 5500 (2024)
Creator: PRICE INDUSTRIES, INC.

Form 5500

FILING_RECEIVED

PRICE INDUSTRIES, INC. 401(K) PLAN

401(k) retirement plan

Signals · 1

Late participant contributions

Active participants

1,745

Accounts w/ balance

1,117

Plan assets (EOY)

$43.4M

Net assets (EOY)

$43.4M

How this plan invests

This plan

1 pooled trust

Schedule D

34 securities

funds · stocks · CUSIPs

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

Plan health score

/ 100

Grade C

Average plan with room to improve

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PRICE INDUSTRIES, INC..

Plan sponsor

Name

PRICE INDUSTRIES, INC.

EIN

58-2208433

Address

2975 SHAWNEE RIDGE COURT · SUWANEE, GA · 300243638

Phone

(770) 623-8050

Industry

Manufacturingsee 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

2025-10-09

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)

Audit & trust (Schedule H)

Service providers (Schedule C)

5 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
JOHN HANCOCK	01-0233346	—	RECORDKEEPER	$52K	—
RETIREMENT PLAN ADMINISTRATORS LLC	58-2365498	—	RECORDKEEPER	$10K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp

Investments

34 direct securities · 1 pooled fund· $43.4M(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.

Other securities

$37.9M

31 holdings

Common Collective Trust

$3.7M

1 holding

Bonds / Notes

$1.4M

1 holding

Common Stock

$265K

1 holding

Cash / Money Market

$192K

1 holding

					% of plan
Nuveen Lifecycle index 2030 R6 Mutual fund	Other securities	—	—	$5.4M	12.4%
Nuveen Lifecycle index 2035 R6 Mutual fund	Other securities	—	—	$5.2M	11.9%
Nuveen Lifecycle index 2045 R6 Mutual fund	Other securities	—	—	$4.0M	9.2%
JOHN HANCOCK STABLE VALUE FUND CIT GLOBAL TRUST COMPANY - JOHN HANCOCK · EIN 80-6136981 / PN 001	Common Collective Trust	—	—	$3.7M	8.6%
Nuveen Lifecycle index 2040 R6 Mutual fund	Other securities	—	—	$3.6M	8.3%
Nuveen Lifecycle index 2025 R6 Mutual fund	Other securities	—	—	$2.8M	6.4%
AB Large cap growth Z Mutual fund	Other securities	—	—	$2.3M	5.4%
Columbia Large Cap Index Fund Mutual fund	Other securities	—	—	$2.2M	5.1%
Nuveen Lifecycle index 2050 R6 Mutual fund	Other securities	—	—	$1.7M	4.0%
JPMorgan US Value Fund Mutual fund	Other securities	—	—	$1.6M	3.7%
Various maturities with interest * Notes receivable from participants rates of 5.25% to 10.50% -0-	Bonds / Notes	—	—	$1.4M	3.1%
Nuveen Lifecycle index 2055 R6 Mutual fund	Other securities	—	—	$1.4M	3.1%
Nuveen Lifecycle index 2060 R6 Mutual fund	Other securities	—	—	$1.0M	2.4%
Nuveen Lifecycle index 2020 R6 Mutual fund	Other securities	—	—	$981K	2.3%
Invesco Equity and Income Mutual fund	Other securities	—	—	$855K	2.0%
Columbia Mid Cap Index Fund Mutual fund	Other securities	—	—	$792K	1.8%
Putnam Large Cap Value Mutual fund	Other securities	—	—	$551K	1.3%
Columbia Small Cap Index Mutual fund	Other securities	—	—	$524K	1.2%
Nuveen Lifecycle index 2065 R6 Mutual fund	Other securities	—	—	$447K	1.0%
Janus Henderson Enterprise Mutual fund	Other securities	—	—	$369K	0.8%
Vanguard ST inf pr sec idx adm Mutual fund	Other securities	—	—	$332K	0.8%
PIMCO Global Bond Opportunities US Dollar Hedge Mutual fund	Other securities	—	—	$287K	0.7%
Nuveen Lifecycle idx rt inc R6 Mutual fund	Common Stock	—	—	$265K	0.6%
American Century Mid Cap Value Fund Investor Mutual fund	Other securities	—	—	$254K	0.6%
American Funds New Perspective Mutual fund	Other securities	—	—	$208K	0.5%
Nuveen Lifecycle index 2015 R6 Mutual fund	Other securities	—	—	$195K	0.5%
Vanguard Fed Money Market Mutual fund	Cash / Money Market	—	—	$192K	0.4%
MFS International Growth R3 Mutual fund	Other securities	—	—	$189K	0.4%
MFS total return bond R6 Mutual fund	Other securities	—	—	$188K	0.4%
Cohen Steers Realty Shares Mutual fund	Other securities	—	—	$165K	0.4%
Undiscovered Managers Behavioral Value R4 Mutual fund	Other securities	—	—	$145K	0.3%
iShares MSCI EAFE International Index Fund IA Mutual fund	Other securities	—	—	$95K	0.2%
American Funds New World Fund Mutual fund	Other securities	—	—	$75K	0.2%
PIMCO Income Fund Admin Mutual fund	Other securities	—	—	$45K	0.1%
Nuveen Lifecycle index 2010 R6 Mutual fund	Other securities	—	—	$20K	<0.1%

1–35 of 35

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