Original filing (PDF)20251009083227NAL0003421171001

VISHAY PRECISION GROUP, INC.

Name: VISHAY PRECISION GROUP, INC. — VISHAY PRECISION GROUP, INC. SAVINGS PLAN, Form 5500 (2024)
Creator: VISHAY PRECISION GROUP, INC.

Form 5500

FILING_RECEIVED

VISHAY PRECISION GROUP, INC. SAVINGS PLAN

401(k) retirement plan

Active participants

372

Accounts w/ balance

484

Plan assets (EOY)

$51.7M

Net assets (EOY)

$51.7M

How this plan invests

This plan

20 pooled trusts

Schedule D

31 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)

/ 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

Vendor stack

100

Participation health

100

Knocking points off

36 bps in Schedule C fees — 127% above peer band of 16 bps.

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for VISHAY PRECISION GROUP, INC..

Plan sponsor

Name

VISHAY PRECISION GROUP, INC.

EIN

27-0986328

Address

3 GREAT VALLEY PARKWAY · SUITE 150 · MALVERN, PA · 19355

Phone

(484) 321-5300

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

2025-10-09

Pension benefit codes

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)

3H · Sponsor in controlled / affiliated group

2E · Profit-sharing

Audit & trust (Schedule H)

Auditor

TORRILLO & ASSOCIATES, LLC

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
MERRILL LYNCH, PIERCE, FENNER AND S	13-5674085	—	RECORDKEEPER	$143K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
RAYMOND JAMES FINANCIAL CENTER	59-1237041	—	INVESTMENT ADVISOR	$26K	—
RAYMOND JAMES &ASSOCIATES, INC.	—	ST. PETERSBURG, FL	INVESTMENT ADVISOR	$19K	—

Investments

11 direct securities · 20 pooled funds· $51.7M(100% 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.

Common Collective Trust

$37.0M

20 holdings

Uncategorized

$14.7M

11 holdings

Investment	Type	Shares / units	Cost	Current value	% of plan
INVESCO STABLE VALUE RETIREMENT FUN INVESCO TRUST COMPANY · EIN 27-3868124 / PN 001	Common Collective Trust	—	—	$6.4M	12.4%
STATE STREET RUSSELL LARGE CAP GROW STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 228	Common Collective Trust	—	—	$4.8M	9.2%
NORTHERN TRUST COLL SP 500 INDEX NO NORTHERN TRUST · EIN 45-6138589 / PN 002	Common Collective Trust	—	—	$4.5M	8.8%
STATE STREET US BOND INDEX NL SERIE STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 178	Common Collective Trust	—	—	$4.0M	7.8%
DFA US Core Equity Fund Mutual fund	—	—	—	$3.8M	7.4%
STATE STREET TARGET RETIREMENT 2030 STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 401	Common Collective Trust	—	—	$3.7M	7.2%
STATE STREET GLOBAL EQUITY EX CLASS STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 001	Common Collective Trust	—	—	$3.0M	5.8%
Vanguard Explorer Fund Mutual fund	—	—	—	$2.7M	5.2%
STATE STREET RUSSELL LARGE CAP VALU STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 226	Common Collective Trust	—	—	$2.2M	4.2%
STATE STREET SP MIDCAP INDEX NL SER STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 176	Common Collective Trust	—	—	$2.1M	4.0%
American EuroPacific Growth Fund Mutual fund	—	—	—	$1.5M	2.9%
DFA International Value Fund Mutual fund	—	—	—	$1.3M	2.6%
NORTHERN TRUST TIPS INDEX FUND NL T NORTHERN TRUST · EIN 45-6138589 / PN 091	Common Collective Trust	—	—	$1.2M	2.3%
Retirement Bank Money Market Account Money market fund	—	—	—	$1.1M	2.0%
STATE STREET TARGET RETIREMENT 2035 STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 402	Common Collective Trust	—	—	$1.0M	2.0%
Fidelity Advisor Total Bond Fund Mutual fund	—	—	—	$928K	1.8%
Vanguard REIT Index Fund Mutual fund	—	—	—	$884K	1.7%
STATE STREET TARGET RETIREMENT 2025 STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 400	Common Collective Trust	—	—	$840K	1.6%
T. Rowe Price Institutional Large Cap Growth Fund Mutual fund	—	—	—	$813K	1.6%
STATE STREET TARGET RETIREMENT INCO STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 407	Common Collective Trust	—	—	$811K	1.6%
maturities through 2032	—	—	—	$762K	1.5%
STATE STREET RUSSELL SMALL CAP INDE STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 180	Common Collective Trust	—	—	$612K	1.2%
STATE STREET RUSSELL ALL CAP INDEX STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 233	Common Collective Trust	—	—	$605K	1.2%
Columbia Dividend Income Fund Mutual fund	—	—	—	$581K	1.1%
STATE STREET TARGET RETIREMENT 2040 STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 403	Common Collective Trust	—	—	$532K	1.0%
STATE STREET TARGET RETIREMENT 2045 STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 404	Common Collective Trust	—	—	$365K	0.7%
DFA US Small Cap Value Fund Mutual fund	—	—	—	$291K	0.6%
STATE STREET TARGET RETIREMENT 2050 STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 405	Common Collective Trust	—	—	$151K	0.3%
STATE STREET TARGET RETIREMENT 2020 STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 399	Common Collective Trust	—	—	$120K	0.2%
STATE STREET TARGET RETIREMENT 2055 STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 406	Common Collective Trust	—	—	$8K	<0.1%
STATE STREET TARGET RETIREMENT 2060 STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 421	Common Collective Trust	—	—	$6K	<0.1%