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Original filing (PDF)20251014140959NAL0002981905001
PDC MACHINES LLC
Form 5500
FILING_RECEIVED
PDC 401(K) PLAN
401(k) retirement plan
Active participants
87
Accounts w/ balance
143
Plan assets (EOY)
$7.2M
Net assets (EOY)
$7.2M
How this plan invests
This plan
43 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Vendor stack
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PDC MACHINES LLC.
Plan sponsor
Name
PDC MACHINES LLC
EIN
23-2274559
Address
30 FRETZ RD · SOUDERTON, PA · 18964
Phone
(215) 443-9442
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
2025-10-14
Pension benefit codes
3D · Pre-approved plan (master / prototype / VS)
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)
Audit & trust (Schedule H)
Auditor
MAILLIE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | — | RECORDKEEPER | $15K | — |
| ASCENSUS LLC | 11-3665754 | — | RECORDKEEPER | $65 | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KATHMERE CAPITAL MGMT | 81-1449683 | — | INVESTMENT ADVISOR | $18K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALERUS RETIREMENT CONSULTING | 45-0140105 | — | THIRD PART ADMINISTRATOR | $7K | — |
Investments
39 direct securities· $7.2M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2035 Mutual Fund | — | — | — | $1.2M | 16.8% | |
| Vanguard 500 Index Mutual Fund | — | — | — | $478K | 6.7% | |
| Vanguard Target Retirement 2045 Mutual Fund | — | — | — | $440K | 6.1% | |
| Vanguard Windsor II Mutual Fund | — | — | — | $407K | 5.7% | |
| Vanguard Target Retirement 2050 Mutual Fund | — | — | — | $343K | 4.8% | |
| American Funds Growth Fund of America Mutual Fund | — | — | — | $336K | 4.7% | |
| American Funds Fundamental Inv Mutual Fund | — | — | — | $320K | 4.5% | |
| Vanguard Target Retirement 2030 Mutual Fund | — | — | — | $260K | 3.6% | |
| American Funds New World Mutual Fund | — | — | — | $247K | 3.4% | |
| Amana Growth Mutual Fund | — | — | — | $240K | 3.3% | |
| Vanguard Target Retirement 2055 Fund Mutual Fund | — | — | — | $234K | 3.2% | |
| American Funds American Balanced Mutual Fund | — | — | — | $227K | 3.2% | |
| Vanguard Target Retirement 2040 Mutual Fund | — | — | — | $218K | 3.0% | |
| American Funds Washington Mutual Fund | — | — | — | $209K | 2.9% | |
| Vanguard Federal Money Market Money Market | — | — | — | $205K | 2.8% | |
| Goldman Sachs Small/Mid Cap Value Instl Mutual Fund | — | — | — | $193K | 2.7% | |
| 7/1/2027 | — | — | — | $168K | 2.3% | |
| Vanguard Target Retirement 2060 Mutual Fund | — | — | — | $146K | 2.0% | |
| Vanguard Target Retirement 2025 Fund Mutual Fund | — | — | — | $144K | 2.0% | |
| American Funds SMALLCAP World Mutual Fund | — | — | — | $125K | 1.7% | |
| Vanguard Mid-Cap Index Mutual Fund | — | — | — | $120K | 1.7% | |
| Templeton Global Bond Mutual Fund | — | — | — | $118K | 1.6% | |
| American Funds EuroPacific Gr Mutual Fund | — | — | — | $115K | 1.6% | |
| Vanguard Target Retirement 2065 Mutual Fund | — | — | — | $107K | 1.5% | |
| BlackRock High Yield Bond Mutual Fund | — | — | — | $93K | 1.3% | |
| American Funds Bond Fund of America Mutual Fund | — | — | — | $74K | 1.0% | |
| Vanguard Short-Term Investment Grade Mutual Fund | — | — | — | $69K | 1.0% | |
| Vanguard Small-Cap Value Index Mutual Fund | — | — | — | $66K | 0.9% | |
| Vanguard Small-Cap Index Mutual Fund | — | — | — | $47K | 0.7% | |
| Vanguard Real Estate Index Mutual Fund | — | — | — | $43K | 0.6% | |
| Vanguard GNMA Mutual Fund | — | — | — | $30K | 0.4% | |
| Goldman Sachs Small/Mid Cap Growth Mutual Fund | — | — | — | $25K | 0.4% | |
| JPMorgan Mid Cap Growth Mutual Fund | — | — | — | $25K | 0.3% | |
| Amana Income Mutual Fund | — | — | — | $23K | 0.3% | |
| Vanguard Target Retirement 2020 Mutual Fund | — | — | — | $22K | 0.3% | |
| Amana Developing World Mutual Fund | — | — | — | $19K | 0.3% | |
| Vanguard Global Capital Cycles Inv Mutual Fund | — | — | — | $17K | 0.2% | |
| American Funds New Perspective Mutual Fund | — | — | — | $15K | 0.2% | |
| Invesco Value Opportunities Mutual Fund | — | — | — | $3K | <0.1% |
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