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Original filing (PDF)20250724073831NAL0002299203001
PEPPER PIKE STAFFING LLC
Form 5500
FILING_RECEIVED
PEPPER PIKE STAFFING LLC 401(K) PLAN
401(k) retirement plan
Signals · 1
~121 bps in Sched C fees
Active participants
154
Accounts w/ balance
126
Plan assets (EOY)
$976K
Net assets (EOY)
$976K
How this plan invests
This plan
5 pooled trusts
Schedule D
20 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
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PEPPER PIKE STAFFING LLC.
Plan sponsor
Name
PEPPER PIKE STAFFING LLC
EIN
82-2827536
Address
200 PARK AVENUE SUITE 410 · ORANGE VILLAGE, OH · 44122
Phone
(216) 468-0050
Industry
Real Estatesee 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
2025-07-24
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
CORRIGAN KRAUSE
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $12K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
Investments
20 direct securities · 5 pooled funds· $948K(97% 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.
Registered Investment Companies
$948K
20 holdings
Common Collective Trust
$0
5 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| PGIM HIGH YIELD FUND R6 325 REGISTERED INVESTMENT COMPANY VAN TARGET RETIRE 2055 | Registered Investment Companies | — | — | $191K | 19.6% | |
| VICTORY INTEGRITY SMCAP VAL R6 168 REGISTERED INVESTMENT COMPANY ISHARES S&P 500 INDEX K | Registered Investment Companies | — | — | $149K | 15.3% | |
| VAN TARGET RETIRE 2040 | Registered Investment Companies | — | — | $121K | 12.4% | |
| VAN TARGET RETIRE 2050 | Registered Investment Companies | — | — | $99K | 10.1% | |
| VAN TARGET RETIRE 2045 | Registered Investment Companies | — | — | $83K | 8.5% | |
| VAN TARGET RETIRE 2025 | Registered Investment Companies | — | — | $67K | 6.8% | |
| VAN TARGET RETIRE 2030 | Registered Investment Companies | — | — | $64K | 6.6% | |
| VAN TARGET RETIRE 2035 | Registered Investment Companies | — | — | $55K | 5.6% | |
| JPMORGAN US EQUITY FUND R6 | Registered Investment Companies | — | — | $35K | 3.5% | |
| ISHARES RUSSELL MIDCAP INDEX K | Registered Investment Companies | — | — | $18K | 1.9% | |
| FID GOV MM K6 926 REGISTERED INVESTMENT COMPANY ISHARES RUSSELL 2000 SM CAP K | Registered Investment Companies | — | — | $13K | 1.4% | |
| BLACKROCK STRATEGICGLOBLBOND K | Registered Investment Companies | — | — | $12K | 1.3% | |
| VAN TARGET RETIRE INC | Registered Investment Companies | — | — | $12K | 1.3% | |
| MFS GROWTH FUND R6 | Registered Investment Companies | — | — | $11K | 1.2% | |
| VAN TARGET RETIRE 2020 | Registered Investment Companies | — | — | $5K | 0.5% | |
| ISHARES MSCI EAFE INTL INDEX K | Registered Investment Companies | — | — | $5K | 0.5% | |
| DODGE & COX INCOME I | Registered Investment Companies | — | — | $3K | 0.3% | |
| VANG EQUITY INC ADM 864 REGISTERED INVESTMENT COMPANY DWS RREEF REAL EST SEC R6 | Registered Investment Companies | — | — | $2K | 0.2% | |
| AMERICAN FUNDS EUROPAC GRO- R6 | Registered Investment Companies | — | — | $2K | 0.2% | |
| DFA EMERGING MARKETS PORT INST 248 REGISTERED INVESTMENT COMPANY DFA INFLATION PROT SEC INST | Registered Investment Companies | — | — | $2K | 0.2% | |
| INVESCO STABLE ASSET INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| STATE ST INTL IDX SECLEND VIII STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 336 | Common Collective Trust | — | — | $0 | <0.1% | |
| STATE ST RUSS SC IDX VIII STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 340 | Common Collective Trust | — | — | $0 | <0.1% | |
| STATE ST S&P 500 IDX IX STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 344 | Common Collective Trust | — | — | $0 | <0.1% | |
| STATE ST S&P MD CP IDX NL J STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 347 | Common Collective Trust | — | — | $0 | <0.1% |
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