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Original filing (PDF)20250805142604NAL0001278531001
PMC GROUP N.A., INC.
Form 5500
FILING_RECEIVED
PMC GROUP 401(K) PLAN
401(k) retirement plan
Active participants
389
Accounts w/ balance
464
Plan assets (EOY)
$59.8M
Net assets (EOY)
$59.8M
How this plan invests
This plan
1 pooled trust
Schedule D
31 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 PMC GROUP N.A., INC..
Plan sponsor
Name
PMC GROUP N.A., INC.
EIN
23-3070031
Address
1288 ROUTE 73 STE 401 · MOUNT LAUREL, NJ · 080542237
Phone
(856) 638-2165
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
2025-08-05
Pension benefit codes
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)
2E · Profit-sharing
2F · ERISA section 404(c)
Audit & trust (Schedule H)
Auditor
RSM US LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $23K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MMA SECURITIES | 22-3570392 | — | ADVISOR | $47K | — |
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $17K | — |
Investments
30 direct securities · 1 pooled fund· $58.6M(98% 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
$54.3M
30 holdings
Common Collective Trust
$4.2M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| 500 Index Fund Admiral Class Registered Investment Company (RIC) | — | — | — | $6.3M | 10.5% | |
| 2030 Target Date Retirement Fund Registered Investment Company (RIC) | — | — | — | $5.1M | 8.5% | |
| 2025 Target Date Retirement Fund Registered Investment Company (RIC) | — | — | — | $4.9M | 8.2% | |
| 2035 Target Date Retirement Fund Registered Investment Company (RIC) | — | — | — | $4.5M | 7.6% | |
| Growth Fund Class R6 Registered Investment Company (RIC) | — | — | — | $4.4M | 7.3% | |
| RT NY LIFE AA CL 0 RELIANCE TRUST COMPANY · EIN 46-6350416 / PN 001 | Common Collective Trust | — | — | $4.2M | 7.1% | |
| 2040 Target Date Retirement Fund Registered Investment Company (RIC) | — | — | — | $3.4M | 5.7% | |
| Core Fund Institutional 2 Class Registered Investment Company (RIC) | — | — | — | $3.3M | 5.6% | |
| International Diversification Fund Class R4 Registered Investment Company (RIC) | — | — | — | $2.2M | 3.8% | |
| Mid Cap Index Fund Admiral Shares Registered Investment Company (RIC) | — | — | — | $2.1M | 3.5% | |
| 2020 Target Date Retirement Fund Registered Investment Company (RIC) | — | — | — | $1.9M | 3.1% | |
| 2060 Target Date Retirement Fund Registered Investment Company (RIC) | — | — | — | $1.6M | 2.6% | |
| Total Return Bond Fund Class I Registered Investment Company (RIC) | — | — | — | $1.4M | 2.4% | |
| Equity Income Fund Class R6 Registered Investment Company (RIC) | — | — | — | $1.4M | 2.3% | |
| 2045 Target Date Retirement Fund Registered Investment Company (RIC) | — | — | — | $1.4M | 2.3% | |
| American Balanced Fund Class R6 Registered Investment Company (RIC) | — | — | — | $1.3M | 2.2% | |
| Mid Cap Value Fund Class R6 Registered Investment Company (RIC) | — | — | — | $1.3M | 2.1% | |
| 2050 Target Date Retirement Fund Registered Investment Company (RIC) | — | — | — | $1.2M | 2.1% | |
| Small Cap Index Fund Admiral Shares Registered Investment Company (RIC) | — | — | — | $1.2M | 2.0% | |
| FTSE Social Index Fund Investor Shares Registered Investment Company (RIC) | — | — | — | $1.2M | 1.9% | |
| 2055 Target Date Retirement Fund Registered Investment Company (RIC) | — | — | — | $1.1M | 1.9% | |
| GNMA Fund Admiral Shares Registered Investment Company (RIC) | — | — | — | $565K | 0.9% | |
| New World Fund Class R6 Registered Investment Company (RIC) | — | — | — | $504K | 0.8% | |
| Small Call Growth Fund Class R6 Registered Investment Company (RIC) | — | — | — | $470K | 0.8% | |
| Enterprise Fund Class T Registered Investment Company (RIC) | — | — | — | $374K | 0.6% | |
| Integrity Small Cap Value Fund Class R6 Registered Investment Company (RIC) | — | — | — | $283K | 0.5% | |
| 2015 Target Date Retirement Fund Registered Investment Company (RIC) | — | — | — | $243K | 0.4% | |
| Institutional High Yield Bond Registered Investment Company (RIC) | — | — | — | $239K | 0.4% | |
| REIT Index Fund Admiral Shares Registered Investment Company (RIC) | — | — | — | $227K | 0.4% | |
| Strategic Income Fund Class R5 Registered Investment Company (RIC) | — | — | — | $185K | 0.3% | |
| 2010 Target Date Retirement Fund Registered Investment Company (RIC) | — | — | — | $1K | <0.1% |
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