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Original filing (PDF)20251006125146NAL0003658801001
PRUDENTIAL OVERALL SUPPLY
Form 5500
FILING_RECEIVED
PRUDENTIAL OVERALL SUPPLY PROFIT SHARING AND RETIREMENT PLAN
401(k) retirement plan
Active participants
2,052
Accounts w/ balance
2,375
Plan assets (EOY)
$125.2M
Net assets (EOY)
$125.2M
How this plan invests
This plan
1 pooled trust
Schedule D
21 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
100
Participation health
100
Knocking points off
- 19 bps in Schedule C fees — 95% above peer band of 10 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PRUDENTIAL OVERALL SUPPLY.
Plan sponsor
Name
PRUDENTIAL OVERALL SUPPLY
EIN
95-1535681
Address
1661 ALTON PARKWAY · IRVINE, CA · 92606
Phone
(949) 250-4855
Industry
Other Services (ex. Public Admin)see 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
2025-10-06
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)
Audit & trust (Schedule H)
Auditor
BAKER TILLY, US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $194K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SAGEVIEW ADVISORY GROUP LLC | 33-0818667 | — | INVESTMENT ADVISOR | $50K | — |
Investments
20 direct securities · 1 pooled fund· $120.5M(96% 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
$107.9M
20 holdings
Common Collective Trust
$12.6M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fund Mutual Funds T. Rowe Price Blue Chip Growth Fund I N/R | — | — | — | $12.9M | 10.3% | |
| PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $12.6M | 10.1% | |
| JPMorgan U.S. Equity Fund N/R | — | — | — | $9.8M | 7.8% | |
| BlackRock LifePath Index 2035 Fund N/R | — | — | — | $9.3M | 7.4% | |
| BlackRock LifePath Index Retirement N/R | — | — | — | $9.2M | 7.3% | |
| Fund * Fidelity Investments Fidelity 500 Index Fund N/R | — | — | — | $8.7M | 7.0% | |
| BlackRock LifePath Index 2030 Fund N/R | — | — | — | $7.9M | 6.3% | |
| BlackRock LifePath Index 2040 Fund N/R | — | — | — | $7.8M | 6.3% | |
| BlackRock LifePath Index 2045 Fund N/R | — | — | — | $6.9M | 5.5% | |
| BlackRock LifePath Index 2050 Fund N/R | — | — | — | $5.9M | 4.7% | |
| Fidelity Investments Fidelity Mid Cap Index Fund N/R | — | — | — | $4.7M | 3.8% | |
| Fidelity Investments Fidelity Advisor Small Cap Fund N/R | — | — | — | $4.4M | 3.5% | |
| BlackRock LifePath Index 2055 Fund N/R | — | — | — | $4.0M | 3.2% | |
| Participant Loans Interest rates: 4.25% - 9.50%, maturing $0 | — | — | — | $3.7M | 3.0% | |
| Fidelity Investments Fidelity Advisor Strategic Income Fund N/R | — | — | — | $3.6M | 2.9% | |
| BlackRock LifePath Index 2060 fund N/R | — | — | — | $3.6M | 2.9% | |
| Dodge & Cox Dodge & Cox International Stock Fund N/R | — | — | — | $2.1M | 1.7% | |
| Dodge & Cox Dodge & Cox Stock Fund N/R | — | — | — | $1.7M | 1.4% | |
| Metropolitan West Funds Metropolitan West Total Return Bond N/R | — | — | — | $1.3M | 1.0% | |
| Fund Class Institutional * Fidelity Investments Fidelity Inflation-Protected Bond Index N/R | — | — | — | $249K | 0.2% | |
| Money Market Fund * Fidelity Investments Fidelity Government Money Market N/R | — | — | — | $11K | <0.1% |
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