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Original filing (PDF)20250806134432NAL0008489410001
PRECISE TOOL & MANUFACTURING, INC.
Form 5500
FILING_RECEIVED
PRECISE TOOL & MANUFACTURING, INC. PROFIT SHARING & 401(K) PLAN
401(k) retirement plan
Active participants
242
Accounts w/ balance
242
Plan assets (EOY)
$22.5M
Net assets (EOY)
$22.5M
How this plan invests
This plan
20 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 (14 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PRECISE TOOL & MANUFACTURING, INC..
Plan sponsor
Name
PRECISE TOOL & MANUFACTURING, INC.
EIN
16-1087911
Address
9 COLDWATER CRESCENT · ROCHESTER, NY · 14624
Phone
(585) 247-0700
Industry
Manufacturingsee 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
2025-08-06
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
EFPR GROUP, CPAS, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER LIFE & ANNUITY INSURANCE | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $0 | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RIMKUS, MARCIANO & ASSOCIATES, INC. | — | ROCHESTER, NY | THIRD PARTY ADMINISTRATO | $12K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EFPR GROUP LLP DBA EFPR GROUP CPAS | — | ROCHESTER, NY | AUDITOR | $12K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $8K | — |
Investments
20 direct securities· $22.5M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| BlackRock International Inv A Mutual fund | — | — | — | $2.9M | 13.0% | |
| Key Guaranteed Portfolio Fund Guaranteed interest account | — | — | — | $2.8M | 12.3% | |
| BlackRock Core Bond Portfolio A Mutual fund | — | — | — | $2.7M | 12.0% | |
| BlackRock Equity Dividend Inv A Mutual fund | — | — | — | $2.5M | 11.0% | |
| MFS Growth A Mutual fund | — | — | — | $2.3M | 10.1% | |
| Columbia Contrarian Core A Mutual fund | — | — | — | $1.8M | 8.0% | |
| Goldman Sachs GQG Partners Intl Opps Instl Mutual fund | — | — | — | $1.3M | 5.6% | |
| Eaton Vance Atlanta Capital SMID-Cap A Mutual fund | — | — | — | $1.1M | 4.8% | |
| Allspring Special Mid Cap Value A Mutual fund | — | — | — | $968K | 4.3% | |
| Victory Sycamore Small Co Opportunity A Mutual fund | — | — | — | $850K | 3.8% | |
| Columbia Mid Cap Index A Mutual fund | — | — | — | $757K | 3.4% | |
| Loomis Sayles Small Cap Growth N Mutual fund | — | — | — | $722K | 3.2% | |
| Vanguard Total World Stock Index Admiral Mutual fund | — | — | — | $697K | 3.1% | |
| PIMCO Income A Mutual fund | — | — | — | $374K | 1.7% | |
| American Funds American Balanced Fund R6 Mutual fund | — | — | — | $282K | 1.3% | |
| IShares S&P 500 Index I Mutual fund | — | — | — | $225K | 1.0% | |
| BNY Mellon Worldwide Growth A Mutual fund | — | — | — | $146K | 0.6% | |
| BlackRock Global Allocation Inv A Mutual fund | — | — | — | $64K | 0.3% | |
| American Funds EuroPacific GR R4 Mutual fund | — | — | — | $62K | 0.3% | |
| Columbia Small Cap Index A Mutual fund | — | — | — | $60K | 0.3% |