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Original filing (PDF)20251015165727NAL0002782627001
PRESTIGE EMPLOYEE ADMINISTRATORS, INC.
Form 5500
FILING_RECEIVED
PRESTIGE EMPLOYEE ADMINISTRATORS RETIREMENT SAVINGS PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
10,980
Accounts w/ balance
9,505
Plan assets (EOY)
$558.5M
Net assets (EOY)
$558.5M
How this plan invests
This plan
2 pooled trusts
Schedule D
65 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
- 19 bps in Schedule C fees — 216% above peer band of 6 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PRESTIGE EMPLOYEE ADMINISTRATORS, INC..
Plan sponsor
Name
PRESTIGE EMPLOYEE ADMINISTRATORS, INC.
EIN
87-1231461
Address
1371 SAWGRASS CORPORATE PARKWAY · SUNRISE, FL · 33323
Phone
(516) 692-8505
Industry
Admin Support & Waste Mgmtsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
333
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
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)
2V · PEO multiple-employer plan
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
SKIBBIE CPA INC.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsAdvisor / Consultant
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BKS FINANCIAL INVESTMENTS, LLC | 84-1921272 | — | INVESTMENT ADVISOR | $111K | — |
| IHT WEALTH MANAGEMENT LLC | 32-8764791 | — | INVESTMENT ADVISOR | $41K | — |
| SIGNATURE SECURITIES GROUP | 20-0453834 | — | INVESTMENT ADVISOR | $8K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SLAVIC INTEGRATED ADMINISTRATION | 65-0608221 | — | TPA | $900K | — |
Investments
56 direct securities · 2 pooled funds· $549.9M(98% 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
$535.8M
56 holdings
Common Collective Trust
$14.1M
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Institutional Index Mutual Funds | — | — | — | $54.2M | 9.7% | |
| T Rowe Price Retirement 2045 Fund I Mutual Funds | — | — | — | $41.1M | 7.4% | |
| Vanguard Growth Index Fund Institutional Mutual Funds | — | — | — | $40.6M | 7.3% | |
| T Rowe Price Retirement 2040 Fund I Mutual Funds | — | — | — | $39.8M | 7.1% | |
| T Rowe Price Retirement 2035 Fund I Mutual Funds | — | — | — | $39.0M | 7.0% | |
| T Rowe Price Retirement 2055 Fund I Mutual Funds | — | — | — | $33.7M | 6.0% | |
| T Rowe Price Retirement 2050 Fund I Mutual Funds | — | — | — | $31.6M | 5.7% | |
| T Rowe Price Retirement 2030 Fund I Mutual Funds | — | — | — | $30.6M | 5.5% | |
| T Rowe Price Retirement 2060 Fund I Mutual Funds | — | — | — | $22.5M | 4.0% | |
| T Rowe Price Retirement 2025 Fund I Mutual Funds | — | — | — | $16.8M | 3.0% | |
| Vanguard Information Technology Index Ad Mutual Funds | — | — | — | $16.4M | 2.9% | |
| METLIFE STABLE VALUE FUND CLASS J WTRISC CIT · EIN 26-0142858 / PN 094 | Common Collective Trust | — | — | $13.8M | 2.5% | |
| Charles Schwab SFLNX - Schwab Fundamental US Large Index Fund | — | — | — | $12.3M | 2.2% | |
| Vanguard Mid Cap Index Instl Mutual Funds | — | — | — | $12.1M | 2.2% | |
| Vanguard Treasury Money Market Mutual Funds ** 8 Fidelity SDBA Self-Directed Brokerage Accounts | — | — | — | $11.6M | 2.1% | |
| Dodge & Cox Stock Fund Mutual Funds | — | — | — | $10.3M | 1.9% | |
| Vanguard Total International Stock Index Mutual Funds | — | — | — | $9.5M | 1.7% | |
| Vanguard Small Cap Index Inst Mutual Funds | — | — | — | $9.5M | 1.7% | |
| Fidelity Advisor Total Bd Cl Z Mutual Funds | — | — | — | $8.2M | 1.5% | |
| BlackRock Mid Cap Growth Eq Port CL K Mutual Funds | — | — | — | $8.1M | 1.5% | |
| BlackRock Health Sciences K Mutual Funds | — | — | — | $6.6M | 1.2% | |
| Vanguard Intermediate-Term Treasury Fund Mutual Funds | — | — | — | $6.2M | 1.1% | |
| Participant Loans Interest Rates 4.25% to 10.5% | — | — | — | $6.1M | 1.1% | |
| DFA US Targeted Value I Mutual Funds | — | — | — | $5.0M | 0.9% | |
| Vanguard Inflation Protected Securities Mutual Funds | — | — | — | $4.9M | 0.9% | |
| MFS Global Equity Mutual Fund Class R6 Mutual Funds | — | — | — | $4.2M | 0.7% | |
| Thornburg International Value R6 Mutual Funds | — | — | — | $4.0M | 0.7% | |
| Putnam Small Cap Growth Fund R6 Mutual Funds | — | — | — | $3.9M | 0.7% | |
| T Rowe Price Retirement 2020 Fund I Mutual Funds | — | — | — | $3.8M | 0.7% | |
| Federated Hermes High Yield Bond Fund Mutual Funds | — | — | — | $3.5M | 0.6% | |
| Vanguard Real Estate Index Admiral Mutual Funds | — | — | — | $3.5M | 0.6% | |
| MFS Mid Cap Value Fund Cl R6 Mutual Funds | — | — | — | $3.3M | 0.6% | |
| T Rowe Price Retirement 2065 Fund I Mutual Funds | — | — | — | $2.9M | 0.5% | |
| Vanguard Cash Reserves Federal Adm Mutual Funds ** 3 Vanguard Energy Admiral Mutual Funds | — | — | — | $2.6M | 0.5% | |
| Invesco Oppenheimer Developing Markets R Mutual Funds | — | — | — | $2.4M | 0.4% | |
| American Funds Moderate Growth and Incom Mutual Funds | — | — | — | $2.4M | 0.4% | |
| T Rowe Price Retirement 2015 Fund I Mutual Funds | — | — | — | $2.2M | 0.4% | |
| Allspring Precious Metals Instl. Mutual Funds | — | — | — | $2.1M | 0.4% | |
| T. Rowe Price Financial Services I Mutual Funds | — | — | — | $2.0M | 0.4% | |
| Columbia Global Value Fund Mutual Funds | — | — | — | $2.0M | 0.4% | |
| T. Rowe Price Spectrum Income Fund Cl I Mutual Funds | — | — | — | $1.9M | 0.3% | |
| American Funds RGWGX - American Funds Growth Portfolio Class R- | — | — | — | $1.6M | 0.3% | |
| Franklin Utilities R6 Mutual Funds | — | — | — | $1.6M | 0.3% | |
| American Funds Preservation Portfolio R6 Mutual Funds | — | — | — | $1.5M | 0.3% | |
| American Funds Growth and Income Portfol Mutual Funds | — | — | — | $1.4M | 0.3% | |
| American Funds Capital Inc. Bldr R6 Mutual Funds | — | — | — | $1.3M | 0.2% | |
| T Rowe Price Capital Appreciation I Mutual Funds | — | — | — | $1.3M | 0.2% | |
| Brandywine Global - Global Opportunities Mutual Funds | — | — | — | $1.0M | 0.2% | |
| American Funds Conservative Growth and I Mutual Funds | — | — | — | $869K | 0.2% | |
| MFS Diversified Income Fund Mutual Funds | — | — | — | $630K | 0.1% | |
| T Rowe Price Retirement 2005 Fund I Mutual Funds | — | — | — | $423K | <0.1% | |
| METLIFE STABLE VALUE CLASS 0 RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $280K | <0.1% | |
| T Rowe Price Retirement 2010 Fund I Mutual Funds | — | — | — | $170K | <0.1% | |
| Vanguard Federal Money Market Mutual Funds | — | — | — | $80K | <0.1% | |
| a(2) Total number of active participants at the end of the plan year ........................................................................................ 6a(2) | — | — | — | $11K | <0.1% | |
| 6g(2) | — | — | — | $10K | <0.1% | |
| 6 Number of participants as of the end of the plan year unless otherwise stated (welfare plans complete only lines 6a(1), 6a(2), 6b, 6c, and 6d). a(1) Total number of active participants at the beginning of the plan year ............................................................................... 6a(1) | — | — | — | $2K | <0.1% | |
| Number of participants with account balances as of the beginning of the plan year (only defined contribution plans g(1) complete this item) ............................................................................................................................................................. 6g(1) | — | — | — | $1K | <0.1% |
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