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Original filing (PDF)20251002052316NAL0000078225001
PARTICLE DYNAMICS INTERNATIONAL,
Form 5500
FILING_RECEIVED
PARTICLE DYNAMICS RETIREMENT PLAN
401(k) retirement plan
Active participants
93
Accounts w/ balance
146
Plan assets (EOY)
$7.0M
Net assets (EOY)
$7.0M
How this plan invests
This plan
5 pooled trusts
Schedule D
25 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Helping the score
- Below-peer total fees (18 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PARTICLE DYNAMICS INTERNATIONAL,.
Plan sponsor
Name
PARTICLE DYNAMICS INTERNATIONAL,
EIN
27-2584419
Address
2629 SOUTH HANLEY ROAD · ST LOUIS, MO · 63144
Phone
(314) 561-3581
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
2025-10-02
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
ARMANINO LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $12K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FSC SECURITIES CORP | — | ATLANTA, GA | ADVISOR | $0 | — |
Investments
20 direct securities · 5 pooled funds· $6.9M(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.
Registered Investment Companies
$5.7M
20 holdings
Common Collective Trust
$1.3M
5 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| T.ROWE PRICE RETIREMENT 2040-R | Registered Investment Companies | — | — | $1.2M | 16.6% | |
| T.ROWE PRICE RETIREMENT 2030-R | Registered Investment Companies | — | — | $898K | 12.9% | |
| T.ROWE PRICE RETIREMENT 2045-R | Registered Investment Companies | — | — | $562K | 8.1% | |
| ALGER CAPAPP INSTL FUND - R | Registered Investment Companies | — | — | $488K | 7.0% | |
| STATE ST S&P MD CP IDX NL J STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 347 | Common Collective Trust | — | — | $471K | 6.8% | |
| MFS VALUE FUND - R2 | Registered Investment Companies | — | — | $445K | 6.4% | |
| VICTORY ESTABLISHED VALUE R | Registered Investment Companies | — | — | $394K | 5.7% | |
| STATE ST S&P 500 IDX IX STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 344 | Common Collective Trust | — | — | $309K | 4.5% | |
| JPM INTERNATIONAL EQ - R2 | Registered Investment Companies | — | — | $273K | 3.9% | |
| T.ROWE PRICE RETIREMENT 2050-R | Registered Investment Companies | — | — | $236K | 3.4% | |
| NEUBERGER SMALL CAP GROWTH R3 | Registered Investment Companies | — | — | $231K | 3.3% | |
| STATE ST RUSS SC IDX VIII STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 340 | Common Collective Trust | — | — | $204K | 2.9% | |
| INVESCO STABLE ASSET INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $188K | 2.7% | |
| T.ROWE PRICE RETIREMENT 2020-R | Registered Investment Companies | — | — | $176K | 2.5% | |
| FIDELITY ADVISOR SM CAP VAL M | Registered Investment Companies | — | — | $168K | 2.4% | |
| T.ROWE PRICE RETIREMENT 2035-R | Registered Investment Companies | — | — | $149K | 2.1% | |
| INVESCO CORE BOND R | Registered Investment Companies | — | — | $101K | 1.5% | |
| STATE ST INTL IDX SECLEND VIII STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 336 | Common Collective Trust | — | — | $101K | 1.4% | |
| EAV ATL CAPITAL SMID CP R | Registered Investment Companies | — | — | $94K | 1.4% | |
| T.ROWE PRICE RETIREMENT 2025-R | Registered Investment Companies | — | — | $87K | 1.2% | |
| T.ROWE PRICE RETIREMENT 2010-R | Registered Investment Companies | — | — | $69K | 1.0% | |
| DWS RREEF REAL EST SEC R 229 REGISTERED INVESTMENT COMPANY T.ROWE PRICE RETIREMENT 2060-R | Registered Investment Companies | — | — | $64K | 0.9% | |
| AMERICAN FUNDS NEW WORLD R2E | Registered Investment Companies | — | — | $38K | 0.5% | |
| T.ROWE PRICE RETIREMENT 2055-R | Registered Investment Companies | — | — | $22K | 0.3% | |
| PIMCO INCOME R | Registered Investment Companies | — | — | $4K | <0.1% |
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