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Original filing (PDF)20251014085550NAL0001142147001
PJTC HOLDINGS, INC.
Form 5500
FILING_RECEIVED
PJTC HOLDINGS, INC. 401(K) SAVINGS AND PROFIT SHARING PLAN
401(k) retirement plan
Active participants
670
Accounts w/ balance
1,002
Plan assets (EOY)
$320.2M
Net assets (EOY)
$320.2M
How this plan invests
This plan
1 pooled trust
Schedule D
35 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 (4 bps vs 10 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PJTC HOLDINGS, INC..
Plan sponsor
Name
PJTC HOLDINGS, INC.
EIN
85-3282184
Address
225 NORTH SHORE DRIVE · PITTSBURGH, PA · 15212
Phone
(412) 807-2000
Industry
Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
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
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
BDO USA, P.C,
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NEWPORT GROUP, INC. | 27-2037969 | — | RECORDKEEPER | $71K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PNC INSTITUTIONAL ASSET MANAGEMENT | 22-1146430 | — | ADVISOR | $50K | — |
Investments
34 direct securities · 1 pooled fund· $309.8M(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.
Uncategorized
$268.3M
33 holdings
Common Collective Trust
$21.3M
1 holding
Mutual Funds
$20.2M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds Target Date Retirement 2050 | — | — | — | $32.6M | 10.2% | |
| American Funds Target Date Retirement 2040 | — | — | — | $25.6M | 8.0% | |
| MFS Growth Fund Class R6 | — | — | — | $24.8M | 7.8% | |
| Vanguard Institutional Index Fund | — | — | — | $22.5M | 7.0% | |
| T ROWE PRICE STABLE VALUE FUND A T ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $21.3M | 6.7% | |
| Vanguard Dividend Growth | — | — | — | $20.2M | 6.3% | |
| American Funds Balanced Fund R6 | Mutual Funds | — | — | $20.2M | 6.3% | |
| American Funds Target Date Retirement 2030 | — | — | — | $17.0M | 5.3% | |
| American Funds New Perspective Fund R6 | — | — | — | $14.5M | 4.5% | |
| Vanguard Equity Income Adm Fund | — | — | — | $13.4M | 4.2% | |
| Janus Enterprise Fund Class N | — | — | — | $9.0M | 2.8% | |
| American Funds Target Date Retirement 2020 | — | — | — | $7.4M | 2.3% | |
| Vanguard Small Cap Growth Indx | — | — | — | $6.7M | 2.1% | |
| Pioneer Bond Fund Class K | — | — | — | $6.6M | 2.1% | |
| Vanguard Mid Cap Index Fund INST | — | — | — | $6.1M | 1.9% | |
| Vanguard Mid Cap Value Index Fund Admiral | — | — | — | $6.0M | 1.9% | |
| Vanguard Small Cap Value Index | — | — | — | $5.5M | 1.7% | |
| American Funds Target Date Retirement 2060 | — | — | — | $5.1M | 1.6% | |
| American Funds Target Date Retirement 2035 | — | — | — | $5.0M | 1.6% | |
| Vanguard Total Bond Market Index Fund | — | — | — | $4.3M | 1.4% | |
| American Funds Target Date Retirement 2025 | — | — | — | $4.3M | 1.3% | |
| JPMorgan International Equity Class R6 | — | — | — | $3.9M | 1.2% | |
| American Funds Target Date Retirement 2045 | — | — | — | $3.8M | 1.2% | |
| Vanguard Strategic Small Cap Equity | — | — | — | $3.8M | 1.2% | |
| Vanguard International Growth | — | — | — | $3.8M | 1.2% | |
| Vanguard High Yield Corporate Fund Admiral | — | — | — | $3.5M | 1.1% | |
| Vanguard Developed Markets Index Fund | — | — | — | $2.9M | 0.9% | |
| American Funds Target Date Retirement 2010 | — | — | — | $2.5M | 0.8% | |
| American Funds Target Date Retirement 2065 | — | — | — | $1.9M | 0.6% | |
| American Funds Target Date Retirement 2055 | — | — | — | $1.9M | 0.6% | |
| Notes Receivable From Participants * Participant Loans Interest rates of 4.25% - 9.50% | — | — | — | $1.7M | 0.5% | |
| Vanguard Real Estate Index Admiral Fund | — | — | — | $1.2M | 0.4% | |
| Self-directed Brokerage Accounts Self-directed brokerage accounts Cash equivalents, equities, mutual funds | — | — | — | $587K | 0.2% | |
| Fidelity Small Cap Index Instl | — | — | — | $221K | <0.1% | |
| American Funds Target Date Retirement 2015 | — | — | — | $1K | <0.1% |