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Original filing (PDF)20250722091040NAL0001170963001
PARTNERCOMM, INC.
Form 5500
FILING_RECEIVED
PARTNERCOMM, INC 401(K) SAVINGS PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
108
Accounts w/ balance
142
Plan assets (EOY)
$20.2M
Net assets (EOY)
$20.2M
How this plan invests
This plan
28 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.
Helping the score
- Below-peer total fees (3 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PARTNERCOMM, INC..
Plan sponsor
Name
PARTNERCOMM, INC.
EIN
75-2541310
Address
2304 W INTERSTATE 20 · SUITE 250 · ARLINGTON, TX · 76017
Phone
(817) 465-9277
Industry
Professional & Technical Servicessee 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
2025-07-22
Pension benefit codes
2S · Automatic enrollment
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
THE AMERICAN AUDITORS GROUP, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $6K | — |
Investments
28 direct securities· $19.9M(98% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2050 Fund Vanguard 0 | — | — | — | $2.5M | 12.4% | |
| Vanguard Target Retirement 2040 Fund Vanguard 0 | — | — | — | $1.9M | 9.6% | |
| Vanguard 500 Index Adm Vanguard 0 | — | — | — | $1.8M | 9.0% | |
| American Funds Washington Mutual R6 American Funds 0 | — | — | — | $1.7M | 8.6% | |
| T. Rowe Price Blue Chip Growth I T. Rowe Price 0 | — | — | — | $1.7M | 8.5% | |
| Vanguard Target Retirement 2030 Fund Vanguard 0 | — | — | — | $1.4M | 6.9% | |
| Vanguard Target Retirement 2020 Fund Vanguard 0 | — | — | — | $1.1M | 5.4% | |
| Vanguard Target Retirement 2045 Fund Vanguard 0 | — | — | — | $1.0M | 5.0% | |
| Vanguard Small-Cap Index Adm Vanguard 0 | — | — | — | $893K | 4.4% | |
| Vanguard Mid-Cap Value Index Adm Vanguard 0 | — | — | — | $825K | 4.1% | |
| Vanguard Target Retirement 2025 Fund Vanguard 0 | — | — | — | $722K | 3.6% | |
| MFS Mid Cap Growth R6 MFS 0 | — | — | — | $585K | 2.9% | |
| Vanguard Target Retirement 2060 Fund Vanguard 0 | — | — | — | $528K | 2.6% | |
| Vanguard Target Retirement 2035 Fund Vanguard 0 | — | — | — | $465K | 2.3% | |
| Vanguard Federal Money Market Inv Vanguard 0 | — | — | — | $441K | 2.2% | |
| Vanguard Total Bond Market Index Adm Vanguard 0 | — | — | — | $434K | 2.1% | |
| JPMorgan Equity Income R6 JP Morgan 0 | — | — | — | $352K | 1.7% | |
| Columbia Balanced I3 Columbia 0 | — | — | — | $339K | 1.7% | |
| Vanguard Target Retirement 2055 Fund Vanguard 0 | — | — | — | $339K | 1.7% | |
| Goldman Sachs Intl Eq Insights R6 Goldman Sachs 0 | — | — | — | $287K | 1.4% | |
| Vanguard Target Retirement 2070 Fund Vanguard 0 173 Vanguard Target Retirement 2065 Fund Vanguard 0 | — | — | — | $146K | 0.7% | |
| Voya Intermediate Bond R6 Voya 0 | — | — | — | $137K | 0.7% | |
| Janus Henderson Triton N Janus Henderson 0 | — | — | — | $52K | 0.3% | |
| Vanguard Total Intl Stock Index Adm Vanguard 0 | — | — | — | $42K | 0.2% | |
| Vanguard Target Retirement Income Fund Vanguard 0 4 Various Rates and Maturities Participant's Loan Account 0 | — | — | — | $33K | 0.2% | |
| Principal SmallCap Value II R6 Principal 0 270 Vanguard High Yield Corp Adm Vanguard 0 | — | — | — | $19K | <0.1% | |
| Macquarie Emerging Markets R6 Macquarie 0 | — | — | — | $9K | <0.1% | |
| American Century Real Estate R6 American Century 0 | — | — | — | $7K | <0.1% |
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