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Original filing (PDF)20250717162301NAL0000338963001
PROVISUR TECHNOLOGIES, INC.
Form 5500
FILING_RECEIVED
PROVISUR EMPLOYEES RETIREMENT SAVINGS PLAN
401(k) retirement plan
Signals · 2
39% in single holdingNo recordkeeper disclosed
Active participants
357
Accounts w/ balance
470
Plan assets (EOY)
$102.8M
Net assets (EOY)
$102.8M
How this plan invests
This plan
13 pooled trusts
Schedule D
20 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
94
/ 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
81
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Vanguard Institutional Index Plus Fund Registered Investment Company" is 39% of plan.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (1 bps vs 10 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PROVISUR TECHNOLOGIES, INC..
Plan sponsor
Name
PROVISUR TECHNOLOGIES, INC.
EIN
20-3513920
Address
9150 W 191ST ST · MOKENA, IL · 604488727
Phone
(708) 479-3500
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
2025-07-17
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
PRICEWATERHOUSECOOPERS LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsTPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $14K | — |
Investments
20 direct securities · 13 pooled funds· $128.1M(100% 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
$101.5M
20 holdings
Common Collective Trust
$26.6M
13 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Institutional Index Plus Fund Registered Investment Company | — | — | — | $39.3M | 38.2% | |
| Vanguard Extended Market Index Fund Registered Investment Company | — | — | — | $17.6M | 17.1% | |
| Vanguard Federal Money Market Fund Registered Investment Company | — | — | — | $6.4M | 6.2% | |
| Vanguard Total Bond Market Index Fund Registered Investment Company | — | — | — | $5.1M | 4.9% | |
| American Funds - EuroPacific Growth R6 Fund Registered Investment Company | — | — | — | $4.9M | 4.7% | |
| Vanguard Institutional Target Retirement 2035 Trust Common/Collective Trust | — | — | — | $4.3M | 4.2% | |
| VGD TRGT RTMT 2035 TRUST II VANGUARD GROUP · EIN 90-6083976 / PN 001 | Common Collective Trust | — | — | $4.3M | 4.2% | |
| Vanguard Institutional Target Retirement 2030 Trust Common/Collective Trust | — | — | — | $4.3M | 4.1% | |
| VGD TRGT RTMT 2030 TRUST II VANGUARD GROUP · EIN 90-6083978 / PN 001 | Common Collective Trust | — | — | $4.3M | 4.1% | |
| Vanguard Institutional Target Retirement 2040 Trust Common/Collective Trust | — | — | — | $3.2M | 3.1% | |
| VGD TRGT RTMT 2040 TRUST II VANGUARD GROUP · EIN 90-6083974 / PN 001 | Common Collective Trust | — | — | $3.2M | 3.1% | |
| Vanguard Institutional Target Retirement 2045 Trust Common/Collective Trust | — | — | — | $3.0M | 2.9% | |
| VGD TRGT RTMT 2045 TRUST II VANGUARD GROUP · EIN 90-6083972 / PN 001 | Common Collective Trust | — | — | $3.0M | 2.9% | |
| Vanguard Institutional Target Retirement 2055 Trust Common/Collective Trust | — | — | — | $2.8M | 2.7% | |
| VGD TRGT RTMT 2055 TRUST II VANGUARD GROUP · EIN 27-6715091 / PN 001 | Common Collective Trust | — | — | $2.8M | 2.7% | |
| Vanguard Institutional Target Retirement 2025 Trust Common/Collective Trust | — | — | — | $2.5M | 2.4% | |
| VGD TRGT RTMT 2025 TRUST II VANGUARD GROUP · EIN 90-6083980 / PN 001 | Common Collective Trust | — | — | $2.5M | 2.4% | |
| Vanguard Institutional Target Retirement 2050 Trust Common/Collective Trust | — | — | — | $2.2M | 2.1% | |
| VGD TRGT RTMT 2050 TRUST II VANGUARD GROUP · EIN 90-6083970 / PN 001 | Common Collective Trust | — | — | $2.2M | 2.1% | |
| Vanguard Institutional Target Retirement 2020 Trust Common/Collective Trust | — | — | — | $1.4M | 1.4% | |
| VGD TRGT RTMT 2020 TRUST II VANGUARD GROUP · EIN 90-6083982 / PN 001 | Common Collective Trust | — | — | $1.4M | 1.4% | |
| Vanguard Institutional Target Retirement 2060 Trust Common/Collective Trust | — | — | — | $1.4M | 1.4% | |
| VGD TRGT RTMT 2060 TRUST II VANGUARD GROUP · EIN 45-3799419 / PN 001 | Common Collective Trust | — | — | $1.4M | 1.4% | |
| Vanguard Institutional Target Retirement Income Trust Common/Collective Trust | — | — | — | $1.0M | 1.0% | |
| VGD TRGT RTMT INC TRUST II VANGUARD GROUP · EIN 90-6083967 / PN 001 | Common Collective Trust | — | — | $1.0M | 1.0% | |
| Notes receivable from participants Annual interest rates from 4.25% to 9.50% | — | — | — | $968K | 0.9% | |
| Vanguard Total International Stock Index Admiral Fund Registered Investment Company | — | — | — | $795K | 0.8% | |
| Vanguard Institutional Target Retirement 2065 Trust Common/Collective Trust | — | — | — | $368K | 0.4% | |
| VGD TRGT RTMT 2065 TRUST II VANGUARD GROUP · EIN 82-6194314 / PN 001 | Common Collective Trust | — | — | $368K | 0.4% | |
| Vanguard Institutional Target Retirement 2070 Trust Common/Collective Trust | — | — | — | $67K | <0.1% | |
| VGD TRGT RTMT 2070 TRUST II VANGUARD GROUP · EIN 87-7039453 / PN 001 | Common Collective Trust | — | — | $67K | <0.1% | |
| Vanguard Institutional Target Income and GR Trust Common/Collective Trust | — | — | — | $19K | <0.1% | |
| VGRD TGT RT INC AND GR TR II VANGUARD GROUP · EIN 87-6420194 / PN 001 | Common Collective Trust | — | — | $19K | <0.1% |
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