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Original filing (PDF)20251014091741NAL0005202274001
PRIORITY-1, INC.
Form 5500
FILING_RECEIVED
PRIORITY-1, INC. 401(K) AND PROFIT SHARING PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
858
Accounts w/ balance
1,059
Plan assets (EOY)
$54.1M
Net assets (EOY)
$54.1M
How this plan invests
This plan
1 pooled trust
Schedule D
48 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PRIORITY-1, INC..
Plan sponsor
Name
PRIORITY-1, INC.
EIN
71-0790065
Address
400 W. CAPITOL AVE, 8TH FLOOR · LITTLE ROCK, AR · 72201
Phone
(501) 441-3780
Industry
Wholesale Tradesee 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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
HCJ CPAS & ADVISORS, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING HOLDCO LLC | 84-4519624 | — | NONE | $42K | — |
| SCHWAB RETIREMENT PLAN SERVICES,INC | 34-1479833 | — | NONE | $28K | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $0 | — |
Investments
45 direct securities · 1 pooled fund· $88.8M(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.
Uncategorized
$87.6M
45 holdings
Common Collective Trust
$1.2M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| AMERICAN FUNDS TRGTDT 2060 R6 Registered Investment Company | — | — | — | $10.9M | 20.1% | |
| AMERICAN FUNDS TRGTDT 2055 R6 Registered Investment Company | — | — | — | $8.4M | 15.5% | |
| American Funds Target Date Value of Interest in Registered 2060 R6 Investment Companies | — | — | $7.0M | $8.1M | 15.0% | |
| American Funds Target Date Value of Interest in Registered 2055 R6 Investment Companies | — | — | $5.3M | $6.2M | 11.4% | |
| AMERICAN FUNDS TRGTDT 2050 R6 Registered Investment Company | — | — | — | $5.7M | 10.5% | |
| AMERICAN FUNDS TRGTDT 2045 R6 Registered Investment Company | — | — | — | $5.3M | 9.9% | |
| AMERICAN FUNDS TRGTDT 2035 R6 Registered Investment Company | — | — | — | $4.6M | 8.5% | |
| American Funds Target Date Value of Interest in Registered 2050 R6 Investment Companies | — | — | $3.6M | $4.2M | 7.8% | |
| AMERICAN FUNDS TRGTDT 2065 R6 Registered Investment Company | — | — | — | $4.2M | 7.8% | |
| American Funds Target Date Value of Interest in Registered 2045 R6 Investment Companies | — | — | $3.3M | $3.9M | 7.2% | |
| American Funds Target Date Value of Interest in Registered 2035 R6 Investment Companies | — | — | $3.1M | $3.5M | 6.5% | |
| American Funds Target Date Value of Interest in Registered 2065 R6 Investment Companies | — | — | $2.7M | $3.1M | 5.7% | |
| American Funds Target Date Value of Interest in Registered 2060 R6 Investment Companies | — | — | — | $2.8M | 5.1% | |
| American Funds Target Date Value of Interest in Registered 2055 R6 Investment Companies | — | — | — | $2.2M | 4.1% | |
| AMERICAN FUNDS TRGTDT 2040 R6 Registered Investment Company | — | — | — | $1.8M | 3.4% | |
| AMERICAN FUNDS TRGTDT 2030 R6 Registered Investment Company | — | — | — | $1.5M | 2.7% | |
| American Funds Target Date Value of Interest in Registered 2050 R6 Investment Companies | — | — | — | $1.5M | 2.7% | |
| American Funds Target Date Value of Interest in Registered 2045 R6 Investment Companies | — | — | $1.2M | $1.4M | 2.7% | |
| PUTNAM STABLE VALUE FUND PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $1.2M | 2.3% | |
| American Funds Target Date Value of Interest in Registered 2030 R6 Investment Companies | — | — | $1.1M | $1.2M | 2.2% | |
| Putnam Stable Value Fund Value of Interest in Common and Collective Trust | — | — | $1.2M | $1.2M | 2.1% | |
| American Funds Target Date Value of Interest in Registered 2065 R6 Investment Companies | — | — | — | $1.1M | 2.0% | |
| American Funds Target Date Value of Interest in Registered 2035 R6 Investment Companies | — | — | — | $1.0M | 1.9% | |
| Fidelity 500 Index Value of Interest in Registered Investment Companies | — | — | — | $629K | 1.2% | |
| AMERICAN FUNDS TRGTDT 2025 R6 Registered Investment Company | — | — | — | $535K | 1.0% | |
| American Funds Target Date Value of Interest in Registered 2025 R6 Investment Companies | — | — | $392K | $412K | 0.8% | |
| American Funds Target Date Value of Interest in Registered 2040 R6 Investment Companies | — | — | — | $380K | 0.7% | |
| American Funds Target Date Value of Interest in Registered 2030 R6 Investment Companies | — | — | — | $301K | 0.6% | |
| AB Large Cap Growth Z Value of Interest in Registered Investment Companies | — | — | — | $295K | 0.5% | |
| AMERICAN FUNDS TRGTDT 2010 R6 Registered Investment Company 545 AMERICAN FUNDS TRGTDT 2015 R6 Registered Investment Company 547 AMERICAN FUNDS TRGTDT 2020 R6 Registered Investment Company | — | — | — | $225K | 0.4% | |
| Fidelity Mid-Cap Index Value of Interest in Registered Investment Companies | — | — | — | $180K | 0.3% | |
| American Funds Target Date Value of Interest in Registered 2020 R6 Investment Companies | — | — | $164K | $170K | 0.3% | |
| American Funds Target Date Value of Interest in Registered 2025 R6 Investment Companies | — | — | — | $123K | 0.2% | |
| Putnam Stable Value Fund Value of Interest in Common and Collective Trust | — | — | — | $89K | 0.2% | |
| Dodge & Cox Stock Fund X Value of Interest in Registered Investment Companies | — | — | — | $85K | 0.2% | |
| T. Rowe Mid-Cap Value of Interest in Registered Institutional Investment Companies | — | — | — | $84K | 0.2% | |
| Baird Core Plus Bond Inst Value of Interest in Registered Investment Companies | — | — | — | $60K | 0.1% | |
| 2020 R6 Investment Companies | — | — | — | $54K | 0.1% | |
| Fidelity Small-Cap Index Value of Interest in Registered Investment Companies | — | — | — | $36K | <0.1% | |
| Fidelity International Index Value of Interest in Registered Investment Companies | — | — | — | $34K | <0.1% | |
| MFS International Diversification Value of Interest in Registered R6 Investment Companies | — | — | — | $20K | <0.1% | |
| Invesco Oppenheimer Discovery Value of Interest in Registered Mid-Cap Growth R6 Investment Companies | — | — | — | $16K | <0.1% | |
| Invesco Oppenheimer Discovery Value of Interest in Registered R6 Investment Companies | — | — | — | $16K | <0.1% | |
| Fidelity US Bond Index Value of Interest in Registered Investment Companies | — | — | — | $14K | <0.1% | |
| Columbia Small Cap Value of Interest in Registered II Inst Investment Companies | — | — | — | $9K | <0.1% | |
| PIMCO Income Institutional Value of Interest in Registered Investment Companies | — | — | — | $2K | <0.1% |
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