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Original filing (PDF)20250805141003NAL0001269123001
PMC GROUP N.A., INC.
Form 5500
FILING_RECEIVED
PMC GROUP 401(K) PLAN FOR COLLECTIVE BARGAINING EMPLOYEES
401(k) retirement plan
Signals · 1
31% in single holding
Active participants
199
Accounts w/ balance
215
Plan assets (EOY)
$13.5M
Net assets (EOY)
$13.5M
How this plan invests
This plan
1 pooled trust
Schedule D
28 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
97
/ 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
84
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "2030 Target Date Retirement Fund Registered Investment Company (RIC)" is 31% of plan.
Helping the score
- Below-peer total fees (13 bps vs 29 bps peer median).
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 · 08054
Phone
(856) 533-1866
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
2025-08-05
Pension benefit codes
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
RSM US LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $6K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MMA SECURITIES | 22-3570392 | — | ADVISOR | $12K | — |
Investments
27 direct securities · 1 pooled fund· $12.6M(94% 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
$12.0M
27 holdings
Common Collective Trust
$625K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| 2030 Target Date Retirement Fund Registered Investment Company (RIC) | — | — | — | $4.0M | 29.5% | |
| 2040 Target Date Retirement Fund Registered Investment Company (RIC) | — | — | — | $2.0M | 14.8% | |
| 500 Index Fund Admiral Shares Registered Investment Company (RIC) | — | — | — | $836K | 6.2% | |
| 2020 Target Date Retirement Fund Registered Investment Company (RIC) | — | — | — | $760K | 5.6% | |
| Growth Fund Class R6 Registered Investment Company (RIC) | — | — | — | $737K | 5.5% | |
| 2050 Target Date Retirement Fund Registered Investment Company (RIC) | — | — | — | $647K | 4.8% | |
| RT NY LIFE AA CL 0 RELIANCE TRUST COMPANY · EIN 46-6350416 / PN 001 | Common Collective Trust | — | — | $625K | 4.6% | |
| 2045 Target Date Retirement Fund Registered Investment Company (RIC) | — | — | — | $533K | 4.0% | |
| 2055 Target Date Retirement Fund Registered Investment Company (RIC) | — | — | — | $355K | 2.6% | |
| 2035 Target Date Retirement Fund Registered Investment Company (RIC) | — | — | — | $341K | 2.5% | |
| International Diversification Fund Class R4 Registered Investment Company (RIC) | — | — | — | $280K | 2.1% | |
| Mid Cap Value Fund Class R6 Registered Investment Company (RIC) | — | — | — | $212K | 1.6% | |
| Core Fund Institutional 2 Class Registered Investment Company (RIC) | — | — | — | $209K | 1.6% | |
| 2010 Target Date Retirement Fund Registered Investment Company (RIC) ** 2 2015 Target Date Retirement Fund Registered Investment Company (RIC) | — | — | — | $195K | 1.4% | |
| Small Cap Growth Fund Class R6 Registered Investment Company (RIC) | — | — | — | $191K | 1.4% | |
| 2060 Target Date Retirement Fund Registered Investment Company (RIC) | — | — | — | $148K | 1.1% | |
| 2025 Target Date Retirement Fund Registered Investment Company (RIC) | — | — | — | $126K | 0.9% | |
| Balanced R6 Registered Investment Company (RIC) | — | — | — | $115K | 0.9% | |
| Mid-Cap Index Fund Admiral Shares Registered Investment Company (RIC) | — | — | — | $110K | 0.8% | |
| Small-Cap Index Fund Admiral Shares Registered Investment Company (RIC) | — | — | — | $84K | 0.6% | |
| New World Fund Class R6 Registered Investment Company (RIC) | — | — | — | $72K | 0.5% | |
| GNMA Fund Admiral Shares Registered Investment Company (RIC) | — | — | — | $29K | 0.2% | |
| Strategic Income Fund Class R5 Registered Investment Company (RIC) | — | — | — | $29K | 0.2% | |
| REIT Index Fund Admiral Shares Registered Investment Company (RIC) | — | — | — | $16K | 0.1% | |
| Integrity Small-Cap Value Fund Class R6 Registered Investment Company (RIC) | — | — | — | $14K | 0.1% | |
| Equity Income Fund Class R6 Registered Investment Company (RIC) | — | — | — | $9K | <0.1% | |
| Enterprise Fund Class T Registered Investment Company (RIC) | — | — | — | $4K | <0.1% | |
| FTSE Social Index Fund Investor Shares Registered Investment Company (RIC) | — | — | — | $3K | <0.1% |
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