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Original filing (PDF)20250729063820NAL0001148531001
PREMIER CUSTOM-BUILT, INC.
Form 5500
FILING_RECEIVED
PREMIER CUSTOM-BUILT, INC. 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
126
Accounts w/ balance
139
Plan assets (EOY)
$18.2M
Net assets (EOY)
$18.2M
How this plan invests
This plan
1 pooled trust
Schedule D
12 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PREMIER CUSTOM-BUILT, INC..
Plan sponsor
Name
PREMIER CUSTOM-BUILT, INC.
EIN
23-2653292
Address
110 SHORT STREET · NEW HOLLAND, PA · 175571515
Phone
(717) 354-3059
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
2025-07-29
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
SIMON LEVER
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL | 04-3046611 | SAN DIEGO, CA | NONE | $31K | — |
| NWPS | 91-2090931 | TOWSON, MD | NONE | $24K | — |
Investments
11 direct securities · 1 pooled fund· $18.0M(99% 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
$17.9M
11 holdings
Common Collective Trust
$51K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| PIMCO Income Fund | — | — | — | $2.2M | 12.2% | |
| Vanguard Value Index Fund | — | — | — | $2.1M | 11.8% | |
| Fidelity Advisor High Income Fund | — | — | — | $2.1M | 11.6% | |
| MFS Growth Fund Class I | — | — | — | $2.1M | 11.6% | |
| JPMorgan US Equity Fund Class R6 | — | — | — | $2.0M | 11.2% | |
| Columbia Mid Cap Index Fund | — | — | — | $1.9M | 10.2% | |
| Vanguard Total International Stock Index Fund | — | — | — | $1.8M | 9.6% | |
| Pioneer Bond Fund Class Y | — | — | — | $1.3M | 7.4% | |
| Emerald Growth Fund | — | — | — | $1.3M | 7.0% | |
| DFA Emerging Markets Value Fund | — | — | — | $1.0M | 5.5% | |
| Participant Loans Rate of 5.25% - 9.50% 0 | — | — | — | $52K | 0.3% | |
| RELIANCE TRUST STABLE VALUE 25053 RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $51K | 0.3% |
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