Original filing (PDF)20230612143206NAL0034970929001

PES ADMINSTRATIVE SERVICES LLC

Name: PES ADMINSTRATIVE SERVICES LLC — PHILADELPHIA ENERGY SOLUTIONS 401(K) SAVINGS PLAN, Form 5500 (2022)
Creator: PES ADMINSTRATIVE SERVICES LLC

Form 5500

FILING_RECEIVED

PHILADELPHIA ENERGY SOLUTIONS 401(K) SAVINGS PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

How this plan invests

This plan

12 collective trusts

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

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

Total plan cost

Vendor stack

100

Participation health

100

Helping the score

Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PES ADMINSTRATIVE SERVICES LLC.

Plan sponsor

Name

PES ADMINSTRATIVE SERVICES LLC

EIN

61-1689574

Address

18 CAMPUS BOULEVARD · SUITE 100 · NEWTON SQUARE, PA · 19073

Phone

(609) 405-3062

Industry

Manufacturingsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-08-01

Filed

2023-06-12

Pension benefit codes

2F · ERISA section 404(c)

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

2J · 401(k) feature

2K · 401(m) arrangement

2G · Total participant-directed accounts

2T · Default investment account (QDIA)

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Auditor

BDO USA LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
TRANSAMERICA RETIREMENT SOLUTIONS	13-3689044	—	RECORDKEEPER	$4K	—

Accountant / Auditor

Name	EIN	Location	Relation	Direct comp	Indirect comp
BDO USA, LLP	13-3538159	—	AUDITOR	$4K	—

Investments

12 pooled funds· $0

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.

Investment	Type	Current value	% of plan
TRANSAMERICA COLLECTIVE TRUST FUNDS TRANSAMERICA RETIREMENT SOLUTION CO · EIN 04-6784256 / PN 001	Common Collective Trust	$0	—
T. ROWE PRICE RETMENT 2005 TRUST E T. ROWE PRICE · EIN 61-6434302 / PN 001	Common Collective Trust	$0	—
T. ROWE PRICE RETMENT 2015 TRUST E T. ROWE PRICE · EIN 35-6941654 / PN 001	Common Collective Trust	$0	—
T. ROWE PRICE RETMENT 2020 TRUST E T. ROWE PRICE · EIN 36-7594871 / PN 001	Common Collective Trust	$0	—
T. ROWE PRICE RETMENT 2025 TRUST E T. ROWE PRICE · EIN 37-6495447 / PN 001	Common Collective Trust	$0	—
T. ROWE PRICE RETMENT 2030 TRUST E T. ROWE PRICE · EIN 38-7010946 / PN 001	Common Collective Trust	$0	—
T. ROWE PRICE RETMENT 2035 TRUST E T. ROWE PRICE · EIN 36-7595013 / PN 001	Common Collective Trust	$0	—
T. ROWE PRICE RETMENT 2040 TRUST E T. ROWE PRICE · EIN 35-6941729 / PN 001	Common Collective Trust	$0	—
T. ROWE PRICE RETMENT 2045 TRUST E T. ROWE PRICE · EIN 32-6199848 / PN 001	Common Collective Trust	$0	—
T. ROWE PRICE RETMENT 2050 TRUST E T. ROWE PRICE · EIN 30-6303214 / PN 001	Common Collective Trust	$0	—
T. ROWE PRICE RETMENT 2055 TRUST E T. ROWE PRICE · EIN 35-6941728 / PN 001	Common Collective Trust	$0	—
T. ROWE PRICE RETMENT 2060 TRUST E T. ROWE PRICE · EIN 47-1088316 / PN 001	Common Collective Trust	$0	—