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Original filing (PDF)20250930114503NAL0029238434001
PSC GROUP LLC
Form 5500
FILING_RECEIVED
PSC GROUP 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
4,863
Accounts w/ balance
5,363
Plan assets (EOY)
$219.6M
Net assets (EOY)
$219.6M
How this plan invests
This plan
14 pooled trusts
Schedule D
29 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
65
Vendor stack
80
Participation health
100
Knocking points off
- 20 bps in Schedule C fees — 96% above peer band of 10 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PSC GROUP LLC.
Plan sponsor
Name
PSC GROUP LLC
EIN
83-4157485
Address
6700 JEFFERSON HIGHWAY, BUILDING 8 · BATON ROUGE, LA · 70806
Phone
(225) 382-9397
Industry
Transportation & Warehousingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-30
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
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
HAWTHORN, WAYMOUTH & CARROLL, L.L.P
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| T ROWE PRICE RPS INC | — | BALTIMORE, MD | NONE | $374K | — |
| CREATIVE PLANNING LLC | — | OVERLAND PARK, KS | NONE | $42K | — |
| HAWTHORN, WAYMOUTH & CARROLL LLP | — | BATON ROUGE, LA | NONE | $15K | — |
Investments
15 direct securities · 14 pooled funds· $219.6M(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.
Common Collective Trust
$163.2M
14 holdings
Uncategorized
$56.3M
15 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| T. Rowe Price All-Cap Opps Fund Mutual Fund | — | — | — | $25.3M | 11.5% | |
| T. ROWE PRICE RETIREMENT 2050 TRUST T. ROWE PRICE TRUST COMPANY · EIN 30-6303214 / PN 001 | Common Collective Trust | — | — | $22.2M | 10.1% | |
| T. ROWE PRICE RETIREMENT 2045 TRUST T. ROWE PRICE TRUST COMPANY · EIN 32-6199848 / PN 001 | Common Collective Trust | — | — | $21.7M | 9.9% | |
| T. ROWE PRICE RETIREMENT 2030 TRUST T. ROWE PRICE TRUST COMPANY · EIN 38-7010946 / PN 001 | Common Collective Trust | — | — | $21.7M | 9.9% | |
| T. ROWE PRICE RETIREMENT 2055 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6941728 / PN 001 | Common Collective Trust | — | — | $20.3M | 9.2% | |
| T. ROWE PRICE RETIREMENT 2035 TRUST T. ROWE PRICE TRUST COMPANY · EIN 36-7595013 / PN 001 | Common Collective Trust | — | — | $20.1M | 9.2% | |
| T. ROWE PRICE RETIREMENT 2040 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6941729 / PN 001 | Common Collective Trust | — | — | $19.0M | 8.7% | |
| T. ROWE PRICE RETIREMENT 2060 TRUST T. ROWE PRICE TRUST COMPANY · EIN 47-1088316 / PN 001 | Common Collective Trust | — | — | $13.5M | 6.1% | |
| Vanguard Inst Index Mutual Fund | — | — | — | $10.9M | 5.0% | |
| 9.50%; various maturities -0- | — | — | — | $8.4M | 3.8% | |
| T. ROWE PRICE RETIREMENT 2065 TRUST T. ROWE PRICE TRUST COMPANY · EIN 85-1763138 / PN 001 | Common Collective Trust | — | — | $8.2M | 3.8% | |
| T. ROWE PRICE RETIREMENT 2025 TRUST T. ROWE PRICE TRUST COMPANY · EIN 37-6495447 / PN 001 | Common Collective Trust | — | — | $6.3M | 2.9% | |
| T. ROWE PRICE RETIREMENT 2020 TRUST T. ROWE PRICE TRUST COMPANY · EIN 36-7594871 / PN 001 | Common Collective Trust | — | — | $4.3M | 2.0% | |
| TRP STABLE VALUE COMMON TRUST FUND T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $4.3M | 1.9% | |
| Mid-Cap Growth Fund Mutual Fund | — | — | — | $3.9M | 1.8% | |
| JP Morgan Equity Income R6 Mutual Fund | — | — | — | $1.1M | 0.5% | |
| John Hancock Investment Grade Bond R6 Mutual Fund | — | — | — | $1.0M | 0.5% | |
| Mid-Cap Value Fund Mutual Fund | — | — | — | $1.0M | 0.5% | |
| T. ROWE PRICE RETIREMENT 2015 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6941654 / PN 001 | Common Collective Trust | — | — | $847K | 0.4% | |
| Fidelity Low Priced Stock Fund Mutual Fund | — | — | — | $763K | 0.3% | |
| American Funds EuroPacific Growth R6 Mutual Fund | — | — | — | $746K | 0.3% | |
| Small-Cap Stock Fund Mutual Fund | — | — | — | $735K | 0.3% | |
| Vanguard Extended Mkt Index Mutual Fund | — | — | — | $732K | 0.3% | |
| Vanguard Total Bond Index Adm Mutual Fund | — | — | — | $726K | 0.3% | |
| T. ROWE PRICE RETIREMENT 2010 TRUST T. ROWE PRICE TRUST COMPANY · EIN 32-6199795 / PN 001 | Common Collective Trust | — | — | $719K | 0.3% | |
| Franklin Small Cap Value R6 Mutual Fund | — | — | — | $579K | 0.3% | |
| Vanguard Ttl Int Stock Ind Adm Mutual Fund | — | — | — | $193K | <0.1% | |
| T. ROWE PRICE RETIREMENT 2005 TRUST T. ROWE PRICE TRUST COMPANY · EIN 61-6434302 / PN 001 | Common Collective Trust | — | — | $149K | <0.1% | |
| Vanguard Fed Money Market Fund Mutual Fund | — | — | — | $117K | <0.1% |
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