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Original filing (PDF)20251015112410NAL0005922976001
PSCU INCORPORATED
Form 5500
FILING_RECEIVED
PSCU INCORPORATED 401(K) RETIREMENT PLAN
401(k) retirement plan
Signals · 1
97% in single holding
Active participants
0
Accounts w/ balance
0
Plan assets (EOY)
$285.4M
Net assets (EOY)
$0
How this plan invests
This plan
8 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
86
/ 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
75
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Lincoln Financial Group Trust Company Cash" is 97% of plan.
- 20 bps in Schedule C fees — 100% above peer band of 10 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PSCU INCORPORATED.
Plan sponsor
Name
PSCU INCORPORATED
EIN
59-1743434
Address
560 CARILLON PARKWAY · ST. PETERSBURG, FL · 337161294
Phone
(727) 572-8822
Industry
Finance & Insurancesee 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
3D · Pre-approved plan (master / prototype / VS)
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
PRICEWATERHOUSECOOPERS LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsAccountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRICE WATER HOUSE COOPERS LLP | 46-4958214 | — | AUDITOR | $45K | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LINCOLN NATIONAL CORPORATION | 35-1140070 | — | SERVICE PROVIDER | $477K | — |
| MERCER INVESTMENTS, LLC | 30-0282430 | — | SERVICE PROVIDER | $50K | — |
Investments
8 direct securities· $289.1M(100% of reported assets)
OTHER
$280.2M
1 holding
Uncategorized
$8.9M
7 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Lincoln Financial Group Trust Company Cash | OTHER | — | — | $280.2M | 98.2% | |
| various amounts through December 2052) Notes receivable from participants | — | — | — | $4.5M | 1.6% | |
| Company, Inc. except cash and $4,437,565 of notes receivable from participants. | — | — | — | $4.4M | 1.6% | |
| Vanguard Target Retirement 2050 Investor Shares Registered Investment Companies | — | — | — | $10K | <0.1% | |
| Registered Investment Companies Vanguard Institutional Index Institutional Shares Registered Investment Companies | — | — | — | $4K | <0.1% | |
| Note: This schedule reports those assets required to be reported under ERISA Section 2520.103-11 and | — | — | — | $3K | <0.1% | |
| Vanguard Target Retirement Income Investor Shares Registered Investment Companies 730 Vanguard Target Retirement 2025 Investor Shares Registered Investment Companies | — | — | — | $1K | <0.1% | |
| Principal Diversified Real Asset Class R6 Registered Investment Companies | — | — | — | $1K | <0.1% |