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Original filing (PDF)20251015131348NAL0004643681001
PATENTED ACQUISITION CORP DBA THINK PATENTED
Form 5500
FILING_RECEIVED
PATENTED RETIREMENT PLAN
401(k) retirement plan
Signals · 1
28% in single holding
Active participants
132
Accounts w/ balance
132
Plan assets (EOY)
$10.6M
Net assets (EOY)
$10.6M
How this plan invests
This plan
4 pooled trusts
Schedule D
25 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
88
/ 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
86
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Vanguard 500 Index Admiral 5,451 Shares" is 28% of plan.
- 46 bps in Schedule C fees — 57% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PATENTED ACQUISITION CORP DBA THINK PATENTED.
Plan sponsor
Name
PATENTED ACQUISITION CORP DBA THINK PATENTED
EIN
20-4558719
Address
2490 CROSSPOINTE DR · MIAMISBURG, OH · 45342
Phone
(937) 353-2299
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
2025-10-15
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
2T · Default investment account (QDIA)
2S · Automatic enrollment
Audit & trust (Schedule H)
Auditor
KENTNER SELLERS LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JULY BUSINESS SERVICES | 74-2715820 | — | RECORDKEEPER | $20K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MMA SECURITIES | 36-2668272 | — | INVESTMENT PROVIDER | $28K | — |
Investments
25 direct securities · 4 pooled funds· $10.6M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$10.6M
25 holdings
Common Collective Trust
$0
4 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard 500 Index Admiral 5,451 Shares | — | — | $5K | $3.0M | 27.8% | |
| JPMorgan Large Cap Growth 30,654 Shares | — | — | $31K | $2.6M | 24.1% | |
| JPMorgan Mid Cap Growth 16,333 Shares | — | — | $16K | $845K | 7.9% | |
| First Eagle Global Fund 12,059 Shares | — | — | $12K | $813K | 7.6% | |
| Fidelity Advisor Investment Gr Bd Z 91,624 Shares | — | — | $92K | $651K | 6.1% | |
| Vanguard Federal Money Market Investor 573,220 Shares | — | — | $573K | $573K | 5.4% | |
| Vanguard Small Cap Value Index Admiral 5,240 Shares | — | — | $5K | $446K | 4.2% | |
| BlackRock LifePath Index 2035 Fund 8,752 Shares | — | — | $9K | $339K | 3.2% | |
| MFS Mid Cap Value 10,521 Shares | — | — | $11K | $334K | 3.1% | |
| MFS Technology Fund 3,658 Shares | — | — | $4K | $265K | 2.5% | |
| BlackRock LifePath Index Retirement Fund 12,100 Shares | — | — | $12K | $263K | 2.5% | |
| Vanguard Short-Term Federal Admiral 14,405 Shares | — | — | $14K | $146K | 1.4% | |
| American Century Small Cap Growth 7 Shares 154 BlackRock LifePath Index 2030 Fund 2,891 Shares | — | — | $3K | $100K | 0.9% | |
| BlackRock LifePath Index 2045 Fund 1,121 Shares | — | — | $1K | $52K | 0.5% | |
| JPMorgan Equity Income Fund 2,039 Shares | — | — | $2K | $49K | 0.5% | |
| BlackRock LifePath Index 2040 Fund 1,034 Shares | — | — | $1K | $44K | 0.4% | |
| Vanguard Small Cap Index Admiral 258 Shares | — | — | — | $30K | 0.3% | |
| International Equity Fund 2,302 Shares | — | — | $2K | $27K | 0.3% | |
| PGIM High Yield 5,412 Shares | — | — | $5K | $26K | 0.2% | |
| Vanguard Mid Cap Index Admiral 63 Shares | — | — | — | $21K | 0.2% | |
| BlackRock LifePath Index 2050 Fund 426 Shares | — | — | — | $20K | 0.2% | |
| PIMCO Income Instl 1,434 Shares | — | — | $1K | $15K | 0.1% | |
| Fidelity Inflation-Prot Bd Index 1,586 Shares | — | — | $2K | $14K | 0.1% | |
| BlackRock LifePath Index 2060 Fund 519 Shares | — | — | — | $13K | 0.1% | |
| BlackRock LifePath Index 2055 Fund 302 Shares | — | — | — | $8K | <0.1% | |
| PEAK CPITAL BALANCE INCOME MATRIX TRUST COMPANY · EIN 75-3182674 / PN 000 | Common Collective Trust | — | — | $0 | <0.1% | |
| PEAK CAPITOL GLOABL GROWTH MATRIX TRUST COMPANY · EIN 75-3182674 / PN 000 | Common Collective Trust | — | — | $0 | <0.1% | |
| PEAK CAPITAL INCOME MATRIX TRUST COMPANY · EIN 75-3182674 / PN 000 | Common Collective Trust | — | — | $0 | <0.1% | |
| PEAK CAPITAL US GROWTH MATRIX TRUST COMPANY · EIN 75-3182674 / PN 000 | Common Collective Trust | — | — | $0 | <0.1% |
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