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Original filing (PDF)20251014195447NAL0007296450001
POSITIVE DEVELOPMENT, INC.
Form 5500
FILING_RECEIVED
POSITIVE DEVELOPMENT 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
711
Accounts w/ balance
153
Plan assets (EOY)
$5.2M
Net assets (EOY)
$5.2M
How this plan invests
This plan
1 pooled trust
Schedule D
28 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 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
65
Knocking points off
- No recordkeeper disclosed on Schedule C.
- Only 22% as many balances as active participants — suggests many active employees aren't deferring.
Helping the score
- Below-peer total fees (11 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for POSITIVE DEVELOPMENT, INC..
Plan sponsor
Name
POSITIVE DEVELOPMENT, INC.
EIN
85-0774361
Address
7918 JONES BRANCH DRIVE · 4TH FLOOR, SUITE 242 · MCLEAN, VA · 22102
Phone
(727) 525-3019
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
2025-10-14
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)
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA RETIREMENT INSURANCE & ANNUITY | 71-0294708 | — | SERVICE PROVIDER | $6K | — |
Investments
28 direct securities · 1 pooled fund· $10.4M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Pooled Separate Account
$5.2M
1 holding
Uncategorized
$5.2M
26 holdings
Guaranteed Income / GIC
$27K
1 holding
Pooled Separate Accounts
$26K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VARIABLE ANNUITY ACCOUNT D VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $5.2M | 99.4% | |
| American Funds MyCompass American Funds 2055 Fund R N/R | — | — | — | $1.1M | 20.5% | |
| Fidelity 500 Index Fund N/R | — | — | — | $807K | 15.4% | |
| American Funds MyCompass American Funds 2045 Fund R N/R | — | — | — | $581K | 11.1% | |
| American Funds MyCompass American Funds 2050 Fund R N/R | — | — | — | $516K | 9.8% | |
| American Funds MyCompass American Funds 2060 Fund R N/R | — | — | — | $398K | 7.6% | |
| Fidelity Inflation-Protected Bond Indx Fund N/R 718 Fidelity International Idx Fd N/R | — | — | — | $283K | 5.4% | |
| American Funds MyCompass American Funds 2035 Fund R N/R | — | — | — | $229K | 4.4% | |
| JP Morgan JPMorgan Large Cap Growth Fund R6 N/R | — | — | — | $205K | 3.9% | |
| American Funds MyCompass American Funds 2030 Fund R N/R | — | — | — | $179K | 3.4% | |
| American Funds MyCompass American Funds 2025 Fund R N/R | — | — | — | $157K | 3.0% | |
| All Springs Allspg Core Plus Bond Fnd R6 N/R | — | — | — | $135K | 2.6% | |
| American Funds MyCompass American Funds 2040 Fund R N/R | — | — | — | $121K | 2.3% | |
| Common Collective Trusts American Funds MyCompass American Funds 2010 Fund R N/R | — | — | — | $80K | 1.5% | |
| T. Rowe Price VY TRowePrice Captl Apprec Pt R6 N/R | — | — | — | $78K | 1.5% | |
| JP Morgan JPMorgan Mid Cap Growth Fund R6 N/R | — | — | — | $59K | 1.1% | |
| Vanguard Mid Cap Value Index Fund Adm N/R | — | — | — | $56K | 1.1% | |
| American Funds MyCompass American Funds 2065 Fund R N/R | — | — | — | $54K | 1.0% | |
| PIMCO Income Fund Inst N/R | — | — | — | $44K | 0.8% | |
| Vanguard Small Cap Value Index Fund Adm N/R | — | — | — | $34K | 0.6% | |
| American Funds American Funds New Perspective R6 N/R | — | — | — | $29K | 0.5% | |
| * Voya Fixed Account (4450) N/R | Guaranteed Income / GIC | — | — | $27K | 0.5% | |
| Vanguard Mid-Cap Index Fund Adm N/R | Pooled Separate Accounts | — | — | $26K | 0.5% | |
| Voya Small Cap Growth Fund R6 N/R | — | — | — | $25K | 0.5% | |
| American Funds American Funds New World R6 N/R | — | — | — | $18K | 0.3% | |
| Vanguard Small-Cap Index Fund Adm N/R | — | — | — | $7K | 0.1% | |
| Putnam Lrg Cp Val Fd - Cl R6 N/R | — | — | — | $7K | 0.1% | |
| Participant Loans Interest rate range: 9.25% - 9.50% $0 | — | — | — | $3K | <0.1% | |
| Cohen & Steers Cohen & Steers Instit Realty Shares N/R | — | — | — | $3K | <0.1% |
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