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Original filing (PDF)20250829083504NAL0011170481001
PRECISION ROLL GRINDERS, INC.
Form 5500
FILING_RECEIVED
PRECISION ROLL GRINDERS SAVINGS & INVESTMENT PLAN
401(k) retirement plan
Active participants
99
Accounts w/ balance
130
Plan assets (EOY)
$19.4M
Net assets (EOY)
$19.4M
How this plan invests
This plan
3 pooled trusts
Schedule D
24 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
- 43 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 PRECISION ROLL GRINDERS, INC..
Plan sponsor
Name
PRECISION ROLL GRINDERS, INC.
EIN
23-1720790
Address
6356 CHAPMANS RD · ALLENTOWN, PA · 18106
Phone
(610) 395-6966
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-08-29
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)
Audit & trust (Schedule H)
Auditor
APRIO, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $18K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPFINANCIAL PARTNERS LLC DBA CAPTR | — | RALEIGH, NC | INVESTMENT ADVISOR | $41K | — |
| APRIO LLP | — | ATLANTA, GA | INVESTMENT ADVISOR | $13K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRECISION ROLL GRINDERS INC | — | ALLENTO, PA | OTHER | $11K | — |
Investments
21 direct securities · 3 pooled funds· $18.7M(97% 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
$16.5M
21 holdings
Pooled Separate Account
$2.2M
3 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard 500 Index Adm Mutual Fund | — | — | — | $2.9M | 14.9% | |
| Vanguard Target Retirement 2030 Inv Mutual Fund | — | — | — | $2.6M | 13.7% | |
| Empower Annuity Insurance Company Guaranteed Income Guaranteed Investment Contract | — | — | — | $2.3M | 11.7% | |
| LARGE CAP GROWTH / MFS FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 350 | Pooled Separate Account | — | — | $1.4M | 7.4% | |
| Vanguard Mid Cap Index Adm Mutual Fund | — | — | — | $1.3M | 6.8% | |
| Vanguard Target Retirement 2040 Inv Mutual Fund | — | — | — | $1.1M | 5.7% | |
| Vanguard Target Retirement 2035 Inv Mutual Fund | — | — | — | $1.1M | 5.6% | |
| Vanguard Target Retirement 2045 Inv Mutual Fund | — | — | — | $1.0M | 5.3% | |
| ROBECO BP LARGE CAP VAL EQTY (IS PL EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 786 | Pooled Separate Account | — | — | $673K | 3.5% | |
| Vanguard Target Retirement 2020 Inv Mutual Fund | — | — | — | $636K | 3.3% | |
| Vanguard Target Retirement Income Inv Mutual Fund | — | — | — | $534K | 2.8% | |
| Vanguard Small Cap Index Adm Mutual Fund | — | — | — | $505K | 2.6% | |
| Vanguard Target Retirement 2050 Inv Mutual Fund | — | — | — | $464K | 2.4% | |
| Fidelity Total Bond K6 Mutual Fund | — | — | — | $366K | 1.9% | |
| Vanguard Target Retirement 2060 Inv Mutual Fund | — | — | — | $288K | 1.5% | |
| Vanguard Total Bond Market Index Adm Mutual Fund | — | — | — | $250K | 1.3% | |
| Vanguard Balanced Index Adm Mutual Fund | — | — | — | $219K | 1.1% | |
| Vanguard Target Retirement 2055 Inv Mutual Fund | — | — | — | $205K | 1.1% | |
| Vanguard Target Retirement 2025 Inv Mutual Fund | — | — | — | $200K | 1.0% | |
| American Funds EuroPacific Growth R6 Mutual Fund | — | — | — | $195K | 1.0% | |
| Vanguard Target Retirement 2065 Inv Mutual Fund | — | — | — | $140K | 0.7% | |
| Vanguard Total International Stock Admiral Mutual Fund | — | — | — | $125K | 0.6% | |
| SMALL CAP VALUE / KENNEDY CAPITAL F EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 257 | Pooled Separate Account | — | — | $115K | 0.6% | |
| Fidelity Small Cap Growth K6 Mutual Fund | — | — | — | $67K | 0.3% |
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