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Original filing (PDF)20251010105115NAL0012887392001
PUBWORX SERVICES LLC
Form 5500
FILING_RECEIVED
PUBWORX 401(K) PLAN
401(k) retirement plan
Active participants
126
Accounts w/ balance
172
Plan assets (EOY)
$29.0M
Net assets (EOY)
$29.0M
How this plan invests
This plan
1 pooled trust
Schedule D
30 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Participation health
100
Helping the score
- Below-peer total fees (1 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PUBWORX SERVICES LLC.
Plan sponsor
Name
PUBWORX SERVICES LLC
EIN
81-3333210
Address
500 7TH AVE, 8TH FLOOR · NEW YORK, NY · 10018
Phone
(302) 830-9445
Industry
Manufacturingsee 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
2025-10-10
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)
2R · Participant-directed brokerage (SDBA)
Audit & trust (Schedule H)
Auditor
BDO USA, PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $2K | — |
Investments
29 direct securities · 1 pooled fund· $29.0M(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
$28.4M
28 holdings
Common Collective Trust
$567K
1 holding
Mutual Funds
$90K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity FID FDM IDX 2035 IPR | — | — | — | $4.2M | 14.6% | |
| Fidelity FID OTC PORTFOLIO | — | — | — | $4.1M | 14.3% | |
| Fidelity FID FDM IDX 2030 IPR | — | — | — | $3.8M | 13.2% | |
| Fidelity FID 500 INDEX | — | — | — | $3.1M | 10.6% | |
| Fidelity FID FDM IDX 2040 IPR | — | — | — | $2.2M | 7.7% | |
| Fidelity FID CONTRAFUND | — | — | — | $1.2M | 4.2% | |
| Fidelity FID FDM IDX 2050 IPR | — | — | — | $1.2M | 4.2% | |
| Fidelity FID FDM IDX 2025 IPR | — | — | — | $1.1M | 3.7% | |
| Vanguard VANG WELLINGTON ADM | — | — | — | $867K | 3.0% | |
| Fidelity FID FDM IDX 2045 IPR | — | — | — | $836K | 2.9% | |
| Self-Directed Brokerage Account * Fidelity BrokerageLink | — | — | — | $834K | 2.9% | |
| Fidelity FID FDM IDX 2055 IPR | — | — | — | $742K | 2.6% | |
| Fidelity FID GOVT MMKT | — | — | — | $598K | 2.1% | |
| MFS MID CAP VALUE R6 | — | — | — | $574K | 2.0% | |
| MIP CL 1 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $567K | 2.0% | |
| JP Morgan JPM US VALUE R6 | — | — | — | $400K | 1.4% | |
| Fidelity FID TOTAL INTL IDX | — | — | — | $318K | 1.1% | |
| American Century AM CENT SMCAP VAL R6 ** 193 MFS MID CAP GRTH R6 | — | — | — | $312K | 1.1% | |
| Fidelity FID FDM IDX 2020 IPR | — | — | — | $301K | 1.0% | |
| Fidelity FID US BOND IDX | — | — | — | $211K | 0.7% | |
| Fidelity FID TOTAL BOND K6 | — | — | — | $187K | 0.6% | |
| Fidelity FID LOW PRICED STK | — | — | — | $186K | 0.6% | |
| The Hartford HTFD INTL OPPS R5 | — | — | — | $175K | 0.6% | |
| Participant Loans Interest rates ranging from 5.25% to 10.50% - | — | — | — | $172K | 0.6% | |
| Royce Pennsylvania ROYCE SMALL-CAP INV | — | — | — | $170K | 0.6% | |
| Cohen & Steers COHEN & STEERS RLTY | — | — | — | $165K | 0.6% | |
| Fidelity FID EXTD MKT IDX | — | — | — | $153K | 0.5% | |
| Fidelity FID FDM IDX 2060 IPR | — | — | — | $123K | 0.4% | |
| Loomis Sayles LOOMIS SM CP GRTH IS | Mutual Funds | — | — | $90K | 0.3% | |
| Fidelity FID FDM IDX INC IPR ** 4 * Fidelity FID FDM IDX 2015 IPR | — | — | — | $4K | <0.1% |
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