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Original filing (PDF)20251015081404NAL0002094291001
PEC SOLUTIONS LLC
Form 5500
FILING_RECEIVED
PEC SOLUTIONS, LLC PROFIT SHARING AND 401(K) PLAN
401(k) retirement plan
Signals · 1
100% in single holding
Active participants
344
Accounts w/ balance
481
Plan assets (EOY)
$50.7M
Net assets (EOY)
$50.7M
How this plan invests
This plan
1 pooled trust
Schedule D
1 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
90
/ 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
75
Total plan cost
80
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "GALLIARD STABLE RETURN FUND CORE" is 100% of plan.
- 23 bps in Schedule C fees — modestly above peer band of 16 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PEC SOLUTIONS LLC.
Plan sponsor
Name
PEC SOLUTIONS LLC
EIN
06-1635069
Address
5960 MAIN STREET NORTH EAST · FRIDLEY, MN · 55432
Phone
(763) 586-1113
Industry
Electrical Contractors· Constructionsee 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
2025-10-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
FORVIS MAZARS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NEWPORT GROUP, INC. | 27-2037969 | — | RECORDKEEPER | $49K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADVANCED CAPITAL GROUP | — | MINNEAPOLIS, MN | ADVISOR | $36K | — |
Trustee
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NEWPORT TRUST COMPANY | 27-4411131 | — | TRUSTEE | $34K | — |
Investments
1 direct security · 1 pooled fund· $4.2M(8% 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
$2.1M
1 holding
Common Collective Trust
$2.1M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| GALLIARD STABLE RETURN FUND CORE | — | — | $2.4M | $2.1M | 4.1% | |
| WELLS FARGO STABLE VALUE FUND C WELLS FARGO BANK, N.A. · EIN 52-2250946 / PN 001 | Common Collective Trust | — | — | $2.1M | 4.1% |
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