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Original filing (PDF)20250627183046NAL0014136304001
PRECIS ENGINEERING, INC.
Form 5500
FILING_RECEIVED
PRECIS ENGINEERING, INC. 401(K) PLAN
401(k) retirement plan
Active participants
139
Accounts w/ balance
179
Plan assets (EOY)
$15.1M
Net assets (EOY)
$15.1M
How this plan invests
This plan
34 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
80
Vendor stack
100
Participation health
100
Knocking points off
- 41 bps in Schedule C fees — modestly above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PRECIS ENGINEERING, INC..
Plan sponsor
Name
PRECIS ENGINEERING, INC.
EIN
20-2600116
Address
201 S. MAPLE WAY, SUITE 200 · AMBLER, PA · 19002
Phone
(215) 540-9800
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
2025-06-27
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
KREISCHER MILLER
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsCustodian
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHARLES SCHWAB TRUST BANK | 82-3967259 | — | CUSTODIAN | $2K | — |
Recordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MVP PLAN ADMINISTRATORS, INC. | 56-2263714 | — | RECORDKEEPER | $18K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THRIVE WEALTH MANAGEMENT | 46-3304246 | — | ADVISOR | $41K | — |
Investments
34 direct securities· $14.6M(96% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Corner Cap CORNERCAP SMALL-CAP VALUE FUND INSTITUTIONAL 105 Fidelity 500 INDEX FD | — | — | — | $1.3M | 8.9% | |
| American Funds METROPOLITAN WEST TOTAL RETURN | — | — | — | $1.3M | 8.8% | |
| Vanguard TARGET RETIREMENT 2050 | — | — | — | $1.3M | 8.3% | |
| Fidelity LARGE CAP GROWTH INDEX FD | — | — | — | $962K | 6.4% | |
| Fidelity LARGE CAP VALUE INDEX | — | — | — | $943K | 6.2% | |
| Vanguard EQUITY INC FD | — | — | — | $822K | 5.4% | |
| Hartford SCHRODERS INTL STOCK | — | — | — | $805K | 5.3% | |
| Harbor CAPITAL APPRECIATION FD | — | — | — | $641K | 4.2% | |
| PIMCO COMMODITY REAL RETURN 66 PIMCO INCM FD | — | — | — | $578K | 3.8% | |
| Vanguard TARGET RETIREMENT 2060 | — | — | — | $576K | 3.8% | |
| Vanguard TARGET RETIREMENT 2035 | — | — | — | $398K | 2.6% | |
| Vanguard TARGET RETIREMENT INCM | — | — | — | $395K | 2.6% | |
| Vanguard TARGET RETIREMENT 2030 | — | — | — | $390K | 2.6% | |
| Boston Trust BOSTON TRUST WALDEN SMALL CAP | — | — | — | $380K | 2.5% | |
| Vanguard TARGET RETIREMENT 2065 | — | — | — | $376K | 2.5% | |
| PIMCO RAE EMERGING MARKETS INST | — | — | — | $372K | 2.5% | |
| Vanguard TARGET RETIREMENT 2040 | — | — | — | $320K | 2.1% | |
| Vanguard TARGET RETIREMENT 2055 | — | — | — | $301K | 2.0% | |
| Charles Schwab TOTAL STK MKT INDEX | — | — | — | $289K | 1.9% | |
| Principal REAL ESTATE SECTOR INST | — | — | — | $267K | 1.8% | |
| Vanguard TARGET RETIREMENT 2020 | — | — | — | $253K | 1.7% | |
| Vanguard TARGET RETIREMENT 2045 | — | — | — | $244K | 1.6% | |
| Vanguard SMALL CAP | — | — | — | $212K | 1.4% | |
| Vanguard TARGET RETIREMENT 2025 | — | — | — | $190K | 1.3% | |
| Vanguard DEVELOPED MKTS INDEX | — | — | — | $175K | 1.2% | |
| BlackRock MID-CAP GROWTH EQUITY | — | — | — | $169K | 1.1% | |
| JP Morgan JPMORGAN SMALL CAP GROWTH FUND | — | — | — | $138K | 0.9% | |
| Vanguard MID CAP INDEX FUND | — | — | — | $137K | 0.9% | |
| Vanguard FTSE SOCIAL INDEX | — | — | — | $99K | 0.7% | |
| Vanguard REAL ESTATE IN FD | — | — | — | $86K | 0.6% | |
| Charles Schwab TREAS INFLAT PROT SEC IDX FD | — | — | — | $79K | 0.5% | |
| PIMCO INTL BOND US DOLLAR HEDGE | — | — | — | $26K | 0.2% | |
| Participant loans Interest rates ranging from 4.25% to 8.50% | — | — | — | $16K | 0.1% | |
| Vanguard HI-YIELD CORP FD | — | — | — | $7K | <0.1% |