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Original filing (PDF)20231016131239NAL0024859331001
PITTMAN ENTERPRISES
Form 5500
FILING_RECEIVED
PITTMAN ENTERPRISES 401(K) PLAN
401(k) retirement plan
Active participants
192
Accounts w/ balance
150
Plan assets (EOY)
$5.8M
Net assets (EOY)
$5.8M
How this plan invests
This plan
39 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)
95
/ 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
100
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- Below-peer total fees (2 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PITTMAN ENTERPRISES.
Plan sponsor
Name
PITTMAN ENTERPRISES
EIN
65-0788628
Address
7 PARK OF COMMERCE WAY · SAVANNAH, GA · 31405
Phone
(912) 231-2020
Industry
Retail Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2022
Plan year begin
2022-01-01
Tax period
2022-12-31
Filed
2023-10-16
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)
Auditor
CROWE, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SENTRY LIFE INSURANCE COMPANY | 39-6040276 | — | RECORDKEEPER | $960 | — |
Investments
39 pooled funds· $4.3M(74% 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.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| ID/2025 TARGET RETIREMENT ACCOUNT I SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 104 | Pooled Separate Account | $912K | 15.6% |
| IF/2035 TARGET RETIREMENT ACCOUNT I SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 106 | Pooled Separate Account | $526K | 9.0% |
| IH/2045 TARGET RETIREMENT ACCOUNT I SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 108 | Pooled Separate Account | $459K | 7.9% |
| H0/AGGRESSIVE GROWTH ACCOUNT SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 008 | Pooled Separate Account | $370K | 6.3% |
| HB/FOREIGN LARGE BLEND ACCOUNT SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 085 | Pooled Separate Account | $222K | 3.8% |
| M0/SMALL CAP BLEND ACCOUNT I SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 013 | Pooled Separate Account | $194K | 3.3% |
| X0/BALANCED ALLOCATION ACCOUNT SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 024 | Pooled Separate Account | $160K | 2.7% |
| AO/FOREIGN LARGE INDEX ACCOUNT SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 076 | Pooled Separate Account | $159K | 2.7% |
| S0/LARGE CAP INDEX ACCOUNT SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 019 | Pooled Separate Account | $153K | 2.6% |
| IJ/2055 TARGET RETIREMENT ACCOUNT I SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 110 | Pooled Separate Account | $131K | 2.2% |
| P0/SMALL CAP INDEX ACCOUNT SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 016 | Pooled Separate Account | $107K | 1.8% |
| IB/2015 TARGET RETIREMENT ACCOUNT I SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 102 | Pooled Separate Account | $90K | 1.5% |
| AB/MID-CAP GROWTH ACCOUNT II SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 032 | Pooled Separate Account | $81K | 1.4% |
| IK/2060 TARGET RETIREMENT ACCOUNT I SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 111 | Pooled Separate Account | $80K | 1.4% |
| IG/2040 TARGET RETIREMENT ACCOUNT I SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 107 | Pooled Separate Account | $80K | 1.4% |
| IE/2030 TARGET RETIREMENT ACCOUNT I SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 105 | Pooled Separate Account | $75K | 1.3% |
| R0/TOTAL STOCK INDEX ACCOUNT SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 018 | Pooled Separate Account | $69K | 1.2% |
| HC/INTERMEDIATE TERM BOND ACCOUNT I SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 086 | Pooled Separate Account | $65K | 1.1% |
| II/2050 TARGET RETIREMENT ACCOUNT I SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 109 | Pooled Separate Account | $61K | 1.0% |
| CC/SMALL-MID CAP GROWTH ACCOUNT SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 058 | Pooled Separate Account | $49K | 0.8% |
| AL/SMALL CAP VALUE INDEX ACCOUNT SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 054 | Pooled Separate Account | $48K | 0.8% |
| GC/TIPS ACCOUNT SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 066 | Pooled Separate Account | $48K | 0.8% |
| AN/EMERGING MARKETS INDEX ACCOUNT SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 071 | Pooled Separate Account | $41K | 0.7% |
| W0/TOTAL BOND INDEX ACCOUNT SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 023 | Pooled Separate Account | $39K | 0.7% |
| HD/GLOBAL REAL ESTATE ACCOUNT SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 087 | Pooled Separate Account | $28K | 0.5% |
| CB/HIGH YIELD BOND ACCOUNT SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 057 | Pooled Separate Account | $11K | 0.2% |
| MB/LARGE CAP VALUE ACCOUNT SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 075 | Pooled Separate Account | $9K | 0.2% |
| IL/2065 TARGET RETIREMENT ACCOUNT I SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 129 | Pooled Separate Account | $9K | 0.1% |
| IC/2020 TARGET RETIREMENT ACCOUNT I SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 103 | Pooled Separate Account | $8K | 0.1% |
| AI/MID-CAP INDEX ACCOUNT II SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 051 | Pooled Separate Account | $7K | 0.1% |
| AJ/MID-CAP VALUE INDEX ACCOUNT SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 052 | Pooled Separate Account | $5K | <0.1% |
| AE/LARGE CAP BLEND ACCOUNT III SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 047 | Pooled Separate Account | $1K | <0.1% |
| HA/LARGE CAP BLEND ACCOUNT IV SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 084 | Pooled Separate Account | $923 | <0.1% |
| IA/2010 TARGET RETIREMENT ACCOUNT I SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 101 | Pooled Separate Account | $832 | <0.1% |
| AP/SMALL CAP BLEND ACCOUNT III SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 077 | Pooled Separate Account | $0 | <0.1% |
| I0/INTERNATIONAL GROWTH ACCOUNT SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 009 | Pooled Separate Account | $0 | <0.1% |
| AK/REIT INDEX ACCOUNT SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 053 | Pooled Separate Account | $0 | <0.1% |
| SE/LARGE CAP DIVIDENDS ACCOUNT SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 070 | Pooled Separate Account | $0 | <0.1% |
| YM/INTERMEDIATE-TERM BOND ACCOUNT I SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 074 | Pooled Separate Account | $0 | <0.1% |
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