Original filing (PDF)20251013155541NAL0002348032001

POWER SYSTEMS MFG., LLC

Name: POWER SYSTEMS MFG., LLC — POWER SYSTEMS MFG., LLC 401(K) PLAN, Form 5500 (2024)
Creator: POWER SYSTEMS MFG., LLC

Form 5500

FILING_RECEIVED

POWER SYSTEMS MFG., LLC 401(K) PLAN

401(k) retirement plan

Signals · 1

100% in single holding

Active participants

510

Accounts w/ balance

606

Plan assets (EOY)

$133.9M

Net assets (EOY)

$133.9M

How this plan invests

This plan

2 pooled trusts

Schedule D

1 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

100

Knocking points off

Top holding "[DFE: PUTNAM STABLE VALUE FUND (extraction pending)]" is 100% of plan.

Helping the score

No Schedule C compensation disclosed — likely a small plan or unbundled.

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for POWER SYSTEMS MFG., LLC.

Plan sponsor

Name

POWER SYSTEMS MFG., LLC

EIN

20-8576861

Address

1440 WEST INDIANTOWN ROAD · JUPITER, FL · 33458

Phone

(561) 354-1168

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

2025-10-13

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)

3B · Covers self-employed individuals

3H · Sponsor in controlled / affiliated group

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

BERKOWITZ POLLACK BRANT

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

4 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	-$114K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
CREATIVE PLANNING, LLC	84-4519624	—	INVESTMENT ADVISOR	$25K	—
STRATEGIC ADVISORS, INC.	04-2654524	—	ADVISOR	$19K	—

Accountant / Auditor

Name	EIN	Location	Relation	Direct comp	Indirect comp
BERKOWITZ POLLACK BRANT	59-2742314	—	ACCOUNTANT/AUDITOR	$26K	—

Investments

2 pooled funds· $4.5M(3% 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.

PI	Investment	Type	Shares / units	Cost	Current value	% of plan
	PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202	Common Collective Trust	—	—	$4.5M	3.3%
	MIP CL 1 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024	Common Collective Trust	—	—	$0	<0.1%