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Original filing (PDF)20251013114638NAL0000561395001
PSOMAS
Form 5500
FILING_RECEIVED
THE PSOMAS RETIREMENT SAVINGS PLAN
401(k) retirement plan
Active participants
774
Accounts w/ balance
890
Plan assets (EOY)
$105.2M
Net assets (EOY)
$105.2M
How this plan invests
This plan
29 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 (1 bps vs 10 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PSOMAS.
Plan sponsor
Name
PSOMAS
EIN
95-2863554
Address
865 SOUTH FIGUEROA STREET · SUITE 3200 · LOS ANGELES, CA · 90017
Phone
(310) 703-1376
Industry
Engineering Services· 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
2025-10-13
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
2R · Participant-directed brokerage (SDBA)
Audit & trust (Schedule H)
Auditor
KCOE ISOM
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $7K | — |
Investments
29 direct securities· $105.2M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Mutual fund - | — | — | — | $16.4M | 15.6% | |
| Fidelity FID Lg CP Gr Idx Mutual fund - | — | — | — | $9.8M | 9.3% | |
| Fidelity Vang Target Ret 2035 Mutual fund - | — | — | — | $9.4M | 9.0% | |
| Fidelity Vang Target Ret 2040 Mutual fund - | — | — | — | $8.0M | 7.6% | |
| Fidelity Vang Target Ret 2030 Mutual fund - | — | — | — | $7.0M | 6.6% | |
| Fidelity Vang Target Ret 2045 Mutual fund - | — | — | — | $6.8M | 6.4% | |
| Fidelity Vang Target Ret 2025 Mutual fund - | — | — | — | $5.4M | 5.1% | |
| Fidelity Vang Target Ret 2055 Mutual fund - | — | — | — | $4.4M | 4.2% | |
| Fidelity Vang Target Ret 2050 Mutual fund - | — | — | — | $4.1M | 3.9% | |
| Fidelity Vang Target Ret 2060 Mutual fund - | — | — | — | $3.9M | 3.7% | |
| Fidelity - Brokeragelink Self-directed brokerage accounts - $ | — | — | — | $3.8M | 3.6% | |
| Fidelity Janus Enterprise N Mutual fund - | — | — | — | $3.1M | 3.0% | |
| Fidelity FID Low Priced STK K Mutual fund - | — | — | — | $2.8M | 2.7% | |
| Fidelity Vang Target Ret 2020 Mutual fund - | — | — | — | $2.8M | 2.6% | |
| Fidelity FID US Bond Idx Mutual fund - | — | — | — | $2.5M | 2.3% | |
| Fidelity FMMT Retire Gov II Money market fund - | — | — | — | $2.0M | 1.9% | |
| Fidelity MFS Mid Cap Value R6 Mutual fund - | — | — | — | $1.8M | 1.7% | |
| Fidelity Cohen & Steers Rlty Mutual fund - | — | — | — | $1.6M | 1.5% | |
| Fidelity FID Intl Discovery K Mutual fund - | — | — | — | $1.5M | 1.4% | |
| Fidelity FID International Idx Mutual fund - | — | — | — | $1.3M | 1.2% | |
| Fidelity FID Sm Cap Idx Mutual fund - | — | — | — | $1.2M | 1.1% | |
| Fidelity FID Mid Cap Idx Mutual fund - | — | — | — | $1.2M | 1.1% | |
| Fidelity TRP Small - Cap Value Mutual fund - | — | — | — | $1.1M | 1.0% | |
| Fidelity Vang Target Ret Inc Mutual fund - | — | — | — | $813K | 0.8% | |
| Participant notes receivable Maturities of less than 10 years, secured by participant account balances, with interest rates from 4.25% to 9.50%. - | — | — | — | $801K | 0.8% | |
| Fidelity MFS Value R6 Mutual fund - | — | — | — | $796K | 0.8% | |
| Fidelity Vang Infl Prot Adm Mutual fund - | — | — | — | $416K | 0.4% | |
| Fidelity WA Core Bond IS Mutual fund - | — | — | — | $343K | 0.3% | |
| Fidelity Seafarer OS Gr&In Iv Mutual fund - | — | — | — | $227K | 0.2% |