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Original filing (PDF)20251013083011NAL0000402851009
PRO-TEC COATING CO
Form 5500
FILING_RECEIVED
PRO-TEC COATING COMPANY 401(K) RETIREMENT PLAN
401(k) retirement plan
Signals · 1
100% in single holding
Active participants
433
Accounts w/ balance
501
Plan assets (EOY)
$152.0M
Net assets (EOY)
$152.0M
How this plan invests
This plan
1 pooled trust
Schedule D
1 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
75
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "[DFE: KEYBANK EB MANAGED GUARANTEED INVESTMENT CONTRACT FUND (extraction pending)]" is 100% of plan.
Helping the score
- Below-peer total fees (0 bps vs 10 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PRO-TEC COATING CO.
Plan sponsor
Name
PRO-TEC COATING CO
EIN
25-1635459
Address
5500 PRO-TEC PARKWAY · LEIPSIC, OH · 45856
Phone
(419) 943-1131
Industry
Manufacturingsee all
Plan administrator
Name
PRO-TEC COATING COMPANY
EIN
25-1635459
City
LEIPSIC, OH
Phone
(419) 943-1131
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-13
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)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
SCHROEDER AND CO. CPA'S LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPITAL GROUP RETIREMENT PLAN SVCS | 82-4555287 | — | RECORDKEEPER | $6K | — |
Investments
1 direct security · 1 pooled fund· $6.1M(4% 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
$3.0M
1 holding
Common Collective Trust
$3.0M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| [DFE: KEYBANK EB MANAGED GUARANTEED INVESTMENT CONTRACT FUND (extraction pending)] | — | — | — | $3.0M | 2.0% | |
| EBMAGIC 75 STABLE VALUE FUND KEYBANK, NA · EIN 34-6903863 / PN 002 | Common Collective Trust | — | — | $3.0M | 2.0% |
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