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Original filing (PDF)20251013105253NAL0001764800001
PCI GROUP, INC.
Form 5500
FILING_RECEIVED
PCI GROUP, INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
14 service providers
Active participants
313
Accounts w/ balance
199
Plan assets (EOY)
$7.2M
Net assets (EOY)
$7.2M
How this plan invests
This plan
1 pooled trust
Schedule D
30 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
100
Total plan cost
100
Vendor stack
100
Participation health
80
Knocking points off
- 64% balance-to-active ratio — below typical for a healthy 401(k).
Helping the score
- Below-peer total fees (14 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PCI GROUP, INC..
Plan sponsor
Name
PCI GROUP, INC.
EIN
26-2112823
Address
11632 HARRISBURG RD · FORT MILL, SC · 29707
Phone
(803) 578-7700
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
2025-10-13
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
ELLIOTT DAVIS, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
14 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| T. ROWE PRICE RPS, INC. | 52-1309931 | — | RECORD KEEPER | $10K | — |
Other
13| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MET LIFE | — | MOOSIC, PA | NONE | $0 | — |
| WELLS FARGO FUNDS TRUST | 41-0449260 | — | NONE | $0 | — |
| AMERICAN FUNDS | 95-1411037 | — | NONE | $0 | — |
| MFS FUNDS | 04-2747644 | — | NONE | $0 | — |
| TIAA-CREF | 13-1624203 | — | NONE | $0 | — |
| VANGUARD GROUP | 23-1945930 | — | NONE | $0 | — |
| FIDELITY | 04-2647786 | — | NONE | $0 | — |
| FRANKLIN TEMPLETON | 13-2670991 | — | NONE | $0 | — |
| BLACKROCK FUNDS | 04-6171663 | — | NONE | $0 | — |
| JP MORGAN FUNDS | 13-2624428 | — | NONE | $0 | — |
| COLUMBIA FUNDS | 94-1441976 | — | NONE | $0 | — |
| EATON VANCE | 04-2718215 | — | NONE | $0 | — |
| AMERICAN CENTURY INVESTMENT MANAGEM | 20-0623152 | — | NONE | $0 | — |
Investments
29 direct securities · 1 pooled fund· $7.2M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$7.1M
29 holdings
Pooled Separate Account
$155K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| T Rowe Price Mixed-Asset Target Retirement 2030 | — | — | — | $1.2M | 17.1% | |
| T Rowe Price Mixed-Asset Target Retirement 2045 | — | — | — | $857K | 11.9% | |
| T Rowe Price Mixed-Asset Target Retirement 2035 | — | — | — | $749K | 10.4% | |
| T Rowe Price Mixed-Asset Target Retirement 2025 | — | — | — | $554K | 7.7% | |
| Fidelity 500 Index Fund | — | — | — | $502K | 7.0% | |
| T Rowe Price Mixed-Asset Target Retirement 2040 | — | — | — | $418K | 5.8% | |
| T Rowe Price Mixed-Asset Target Retirement 2050 | — | — | — | $385K | 5.3% | |
| Columbia Global Technology Growth Inst3 | — | — | — | $294K | 4.1% | |
| Eaton Vance Atlanta Capital Focused Growth I | — | — | — | $270K | 3.7% | |
| T Rowe Price Mixed-Asset Target Retirement 2020 | — | — | — | $248K | 3.4% | |
| T Rowe Price Mixed-Asset Target Retirement 2055 | — | — | — | $242K | 3.4% | |
| BlackRock Total Return K Bond | — | — | — | $190K | 2.6% | |
| Notes receivable from participants 3.75% - 9.50% | — | — | — | $167K | 2.3% | |
| T. Rowe Price Mixed-Asset Target Retirement 2060 | — | — | — | $165K | 2.3% | |
| T ROWE PRICE RPS, INC PCI GROUP, INC. · EIN 06-0974148 / PN 000 | Pooled Separate Account | — | — | $155K | 2.2% | |
| Fidelity Mid Cap Index | — | — | — | $143K | 2.0% | |
| MFS Mid-Cap Growth Fund R6 | — | — | — | $110K | 1.5% | |
| JP Morgan Small Cap Growth Fund-A | — | — | — | $100K | 1.4% | |
| Fidelity Small Cap Index | — | — | — | $79K | 1.1% | |
| MFS International Growth Fund Class R6 | — | — | — | $63K | 0.9% | |
| T Rowe Price Mixed-Asset Target Retirement 2015 | — | — | — | $58K | 0.8% | |
| Metropolitan West High Yield Bond Fund I | — | — | — | $58K | 0.8% | |
| BlackRock Health Sciences Opps K | — | — | — | $52K | 0.7% | |
| T. Rowe Price Government Money Market | — | — | — | $29K | 0.4% | |
| American Funds American Mutual R6 | — | — | — | $25K | 0.3% | |
| TIAA-CREF International Equity Index Instl | — | — | — | $22K | 0.3% | |
| Allspring Global Special Mid Cap Value R6 | — | — | — | $18K | 0.2% | |
| Vanguard Total Bond Market Index | — | — | — | $12K | 0.2% | |
| MFS Technology Research Fund Class R6 | — | — | — | $11K | 0.2% | |
| Franklin Small Cap Value R6 | — | — | — | $2K | <0.1% |
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