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Original filing (PDF)20260127103613NAL0003121474001
PHYSICAL SCIENCES INC.
Form 5500
FILING_RECEIVED
PHYSICAL SCIENCES INC. EMPLOYEE STOCK OWNERSHIP PLAN
Defined-contribution retirement plan
Signals · 3
95% in single holding95% employer stockNo recordkeeper disclosed
Active participants
249
Accounts w/ balance
382
Plan assets (EOY)
$93.2M
Net assets (EOY)
$93.2M
How this plan invests
This plan
12 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
88
/ 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
50
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Physical Sciences Inc. Common stock" is 95% of plan.
- 95% of plan in employer / sponsor stock.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (2 bps vs 16 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PHYSICAL SCIENCES INC..
Plan sponsor
Name
PHYSICAL SCIENCES INC.
EIN
04-2517090
Address
20 NEW ENGLAND BUSINESS CENTER · ANDOVER, MA · 01810
Phone
(978) 689-0003
Industry
Engineering Services· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-07-01
Tax period
2025-06-30
Filed
2026-01-27
Pension benefit codes
2O · ESOP (non-leveraged)
2Q · S-corporation ESOP
3H · Sponsor in controlled / affiliated group
3I · Requires investment in employer securities
3F · Sponsor used leased employees
Audit & trust (Schedule H)
Auditor
GRAY, GRAY & GRAY, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SALEM FIVE WEALTH MANAGEMENT & TRUS | — | SALEM, MA | INVESTMENT ADVISOR | $21K | — |
Investments
12 direct securities· $92.7M(99% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Physical Sciences Inc. Common stock | — | — | $7.5M | $87.8M | 94.2% | |
| Salem Five Cash | — | — | $1.6M | $1.6M | 1.7% | |
| Fedl Natl Mtg Assn Note .58% Due 10/20/25 US Govt Bond | — | — | $1.2M | $1.2M | 1.3% | |
| Tennessee Valley Auth Pwr Bond 1995 Ser E CPN 6.75% Due 11/1/25 Fixed Income Bond | — | — | $807K | $806K | 0.9% | |
| PJTXX JP Morgan US Treas Plus Mutual Funds | — | — | $351K | $351K | 0.4% | |
| Enterprise B&T Clayton 4.2% Due 10/20/25 Certificate of Deposit | — | — | $250K | $250K | 0.3% | |
| Fedl Home Loan Mtg .65% Due 11/26/25 US Govt Bond | — | — | $244K | $245K | 0.3% | |
| Wakefield Coop Bank 4.25% Due 10/20/25 Certificate of Deposit | — | — | $168K | $168K | 0.2% | |
| FedferalFarm Credit Bank .60% Due 11/24/25 US Govt Bond | — | — | $105K | $105K | 0.1% | |
| Fedl Natl Mtg Assn Note .56% Due 11/17/25 US Govt Bond | — | — | $98K | $99K | 0.1% | |
| Salem Five Interest Bearing Cash | — | — | $22K | $22K | <0.1% | |
| Salem Five Money Market | — | — | $8K | $8K | <0.1% |
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