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Original filing (PDF)20250723095031NAL0005108432001
PINE INSTRUMENT COMPANY
Form 5500
FILING_RECEIVED
PINE INSTRUMENT COMPANY 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Signals · 1
32% in single holding
Active participants
96
Accounts w/ balance
108
Plan assets (EOY)
$19.6M
Net assets (EOY)
$19.6M
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 "Vanguard Target Retirement 2030 Fund" is 32% of plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PINE INSTRUMENT COMPANY.
Plan sponsor
Name
PINE INSTRUMENT COMPANY
EIN
25-1104392
Address
101 INDUSTRIAL DR · GROVE CITY, PA · 161271007
Phone
(724) 458-6391
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
004
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-23
Pension benefit codes
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)
2X · Other multiple-employer DC plan
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
SCHAFFNER KNIGHT MINNAUGH & CO
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK RETIREMENT PLAN SVCS | 01-0233346 | BUFFALO, NY | RECORDKEEPER | $20K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NORTHWESTERN MUTUAL INVESTMT SVC | 52-2114207 | MILWAUKEE, WI | NONE | $28K | — |
Investments
27 direct securities · 1 pooled fund· $19.1M(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
$18.5M
27 holdings
Pooled Separate Account
$630K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2030 Fund | — | — | — | $6.1M | 30.9% | |
| Vanguard Target Retirement 2025 Fund | — | — | — | $2.8M | 14.1% | |
| Vanguard Target Retirement 2035 Fund | — | — | — | $2.0M | 10.3% | |
| Vanguard Target Retirement 2040 Fund | — | — | — | $1.9M | 9.6% | |
| Vanguard Target Retirement 2045 Fund | — | — | — | $1.1M | 5.5% | |
| Vanguard Target Retirement 2020 Fund | — | — | — | $766K | 3.9% | |
| Vanguard Target Retirement 2050 Fund | — | — | — | $730K | 3.7% | |
| NEW YORK LIFE ANCHOR ACCOUNT NEW YORK LIFE INSURANCE COMPANY · EIN 13-5582869 / PN 125 | Pooled Separate Account | — | — | $630K | 3.2% | |
| Vanguard 500 Index Fund | — | — | — | $626K | 3.2% | |
| Vanguard Target Retirement 2055 Fund | — | — | — | $453K | 2.3% | |
| Vanguard Target Retirement Income Fund | — | — | — | $391K | 2.0% | |
| Fidelity Advisor New Insights Fund | — | — | — | $230K | 1.2% | |
| American Funds EuroPacific Growth Fund | — | — | — | $171K | 0.9% | |
| John Hancock Disciplined Value MidCap Fund | — | — | — | $162K | 0.8% | |
| Vanguard Target Retirement 2060 Fund | — | — | — | $159K | 0.8% | |
| Principal High Yield Fund | — | — | — | $146K | 0.7% | |
| Vanguard MidCap Growth Index Fund | — | — | — | $121K | 0.6% | |
| MFS Value Fund | — | — | — | $110K | 0.6% | |
| Vanguard Small Growth Admiral | — | — | — | $103K | 0.5% | |
| Vanguard SmallCap Index Fund | — | — | — | $97K | 0.5% | |
| Dodge & Cox Income Fund | — | — | — | $87K | 0.4% | |
| Parnassus Core Equity Fund 263 PIMCO Real Return Fund | — | — | — | $76K | 0.4% | |
| DFA International Small Company Fund | — | — | — | $56K | 0.3% | |
| DFA Emerging Markets Core Equity Fund | — | — | — | $52K | 0.3% | |
| Capital Group AB Global Bond Fund | — | — | — | $41K | 0.2% | |
| Vanguard Developed Markets Index Fund | — | — | — | $34K | 0.2% | |
| Loomis Sayles Core Plus Bond Fund | — | — | — | $34K | 0.2% | |
| Capital Group American Balanced Fund | — | — | — | $20K | 0.1% |