Robert A. DICK signed Precis Engineering, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Precis Engineering, Inc.'s EIN is 20-2600116.
Download the official 2024 Form 5500 (PDF) for Precis Engineering, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Precis Engineering, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHARLES SCHWAB TRUST BANK | 82-3967259 | — | CUSTODIAN | $2K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MVP PLAN ADMINISTRATORS, INC. | 56-2263714 | — | RECORDKEEPER | $18K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Corner Cap CORNERCAP SMALL-CAP VALUE FUND INSTITUTIONAL 105 Fidelity 500 INDEX FD | Common Collective Trusts | — | — | $1.3M | 8.9% | |
| American Funds METROPOLITAN WEST TOTAL RETURN | Mutual Funds | — | — | $1.3M | 8.8% | |
| Vanguard TARGET RETIREMENT 2050 | Mutual Funds | — | — | $1.3M | 8.3% | |
| Fidelity LARGE CAP GROWTH INDEX FD | Mutual Funds | — | — | $962K | 6.4% | |
| Fidelity LARGE CAP VALUE INDEX | Mutual Funds | — | — | $943K | 6.2% | |
| Vanguard EQUITY INC FD | Mutual Funds | — | — | $822K | 5.4% | |
| Hartford SCHRODERS INTL STOCK | Other securities | — | — | $805K | 5.3% | |
| Harbor CAPITAL APPRECIATION FD | Other securities | — | — | $641K | 4.2% | |
| PIMCO COMMODITY REAL RETURN 66 PIMCO INCM FD | Mutual Funds | — | — | $578K | 3.8% | |
| Vanguard TARGET RETIREMENT 2060 | Mutual Funds | — | — | $576K | 3.8% | |
| Vanguard TARGET RETIREMENT 2035 | Mutual Funds | — | — | $398K | 2.6% | |
| Vanguard TARGET RETIREMENT INCM | Mutual Funds | — | — | $395K | 2.6% | |
| Vanguard TARGET RETIREMENT 2030 | Mutual Funds | — | — | $390K | 2.6% | |
| Boston Trust BOSTON TRUST WALDEN SMALL CAP | Other securities | — | — | $380K | 2.5% | |
| Vanguard TARGET RETIREMENT 2065 | Mutual Funds | — | — | $376K | 2.5% | |
| PIMCO RAE EMERGING MARKETS INST | Mutual Funds | — | — | $372K | 2.5% | |
| Vanguard TARGET RETIREMENT 2040 | Mutual Funds | — | — | $320K | 2.1% | |
| Vanguard TARGET RETIREMENT 2055 | Mutual Funds | — | — | $301K | 2.0% | |
| Charles Schwab TOTAL STK MKT INDEX | Mutual Funds | — | — | $289K | 1.9% | |
| Principal REAL ESTATE SECTOR INST | Other securities | — | — | $267K | 1.8% | |
| Vanguard TARGET RETIREMENT 2020 | Mutual Funds | — | — | $253K | 1.7% | |
| Vanguard TARGET RETIREMENT 2045 | Mutual Funds | — | — | $244K | 1.6% | |
| Vanguard SMALL CAP | Mutual Funds | — | — | $212K | 1.4% | |
| Vanguard TARGET RETIREMENT 2025 | Mutual Funds | — | — | $190K | 1.3% | |
| Vanguard DEVELOPED MKTS INDEX | Mutual Funds | — | — | $175K | 1.2% | |
| BlackRock MID-CAP GROWTH EQUITY | Other securities | — | — | $169K | 1.1% | |
| JP Morgan JPMORGAN SMALL CAP GROWTH FUND | Other securities | — | — | $138K | 0.9% | |
| Vanguard MID CAP INDEX FUND | Common Collective Trusts | — | — | $137K | 0.9% | |
| Vanguard FTSE SOCIAL INDEX | Mutual Funds | — | — | $99K | 0.7% | |
| Vanguard REAL ESTATE IN FD | Mutual Funds | — | — | $86K | 0.6% | |
| Charles Schwab TREAS INFLAT PROT SEC IDX FD | Common Collective Trusts | — | — | $79K | 0.5% | |
| PIMCO INTL BOND US DOLLAR HEDGE | Mutual Funds | — | — | $26K | 0.2% | |
| Participant loans Interest rates ranging from 4.25% to 8.50% | Bonds / Notes | — | — | $16K | 0.1% | |
| Vanguard HI-YIELD CORP FD | Mutual Funds | — | — | $7K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THRIVE WEALTH MANAGEMENT | 46-3304246 | — | ADVISOR | $41K | — |
