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Original filing (PDF)20251015131447NAL0006371312001
PENTAGON TECHNOLOGIES GROUP, INC.
Form 5500
FILING_RECEIVED
PENTAGON TECHNOLOGIES GROUP, INC. 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Signals · 1
27% in single holding
Active participants
675
Accounts w/ balance
1,719
Plan assets (EOY)
$31.1M
Net assets (EOY)
$31.1M
How this plan invests
This plan
1 pooled trust
Schedule D
32 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
92
/ 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
86
Total plan cost
80
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Fidelity 500 Index Fund Registered Investment Companies" is 27% of plan.
- 36 bps in Schedule C fees — modestly above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PENTAGON TECHNOLOGIES GROUP, INC..
Plan sponsor
Name
PENTAGON TECHNOLOGIES GROUP, INC.
EIN
31-1622360
Address
21031 ALEXANDER COURT · HAYWARD, CA · 94545
Phone
(510) 783-5050
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
2025-10-15
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
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NEWPORT GROUP, INC. | 27-2037969 | — | RECORDKEEPER | $103K | — |
Trustee
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NEWPORT TRUST COMPANY | 27-4411131 | — | TRUSTEE | $10K | — |
Investments
31 direct securities · 1 pooled fund· $31.1M(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.
Uncategorized
$29.6M
31 holdings
Common Collective Trust
$1.5M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund Registered Investment Companies | — | — | — | $8.4M | 27.1% | |
| iShares MSCI EAFE Intl Index K Registered Investment Companies | — | — | — | $2.5M | 8.2% | |
| Fidelity Mid Cap Index Registered Investment Companies | — | — | — | $1.9M | 6.0% | |
| INVESCO STABLE VALUE RETIREMENT INVESCO TRUST CO · EIN 27-3868124 / PN 001 | Common Collective Trust | — | — | $1.5M | 4.9% | |
| American Funds Growth Fund of Amer R6 Registered Investment Companies | — | — | — | $1.4M | 4.4% | |
| Fidelity Advisor New Insights A Registered Investment Companies | — | — | — | $1.2M | 3.8% | |
| Invesco Developing Markets A Registered Investment Companies | — | — | — | $1.0M | 3.3% | |
| Janus Henderson Enterprise A Registered Investment Companies | — | — | — | $992K | 3.2% | |
| Fidelity Small Cap Index Registered Investment Companies | — | — | — | $976K | 3.1% | |
| Invesco Diversified Dividend A Registered Investment Companies | — | — | — | $933K | 3.0% | |
| maturing through July 2054 0 | — | — | — | $929K | 3.0% | |
| MFS Mid Cap Value A Registered Investment Companies | — | — | — | $752K | 2.4% | |
| American Funds New Perspective R6 Registered Investment Companies | — | — | — | $669K | 2.2% | |
| Allspring Govt Securities A Registered Investment Companies | — | — | — | $668K | 2.1% | |
| MFS Value A Registered Investment Companies | — | — | — | $607K | 2.0% | |
| BlackRock Inflation Protected Bond Instl Registered Investment Companies | — | — | — | $603K | 1.9% | |
| Nationwide Bond Index A Registered Investment Companies | — | — | — | $590K | 1.9% | |
| Janus Henderson Balanced I Registered Investment Companies | — | — | — | $541K | 1.7% | |
| BlackRock Global Allocation Instl Registered Investment Companies | — | — | — | $534K | 1.7% | |
| JPMorgan Core Plus Bond R3 Registered Investment Companies | — | — | — | $530K | 1.7% | |
| Cohen & Steers Global Realty I Registered Investment Companies | — | — | — | $478K | 1.5% | |
| Janus Henderson Developed World Bd I Registered Investment Companies | — | — | — | $469K | 1.5% | |
| American Funds EuroPacific Gr R6 Registered Investment Companies | — | — | — | $422K | 1.4% | |
| Invesco Intl Small-Mid Company A Registered Investment Companies | — | — | — | $357K | 1.1% | |
| Eaton Vance High Income Opportunities I Registered Investment Companies | — | — | — | $326K | 1.0% | |
| Federated Hermes Mdt Sm Cap Cr A Registered Investment Companies | — | — | — | $317K | 1.0% | |
| Nuveen Small Cap Value Fund A Registered Investment Companies | — | — | — | $276K | 0.9% | |
| PIMCO Income A Registered Investment Companies | — | — | — | $271K | 0.9% | |
| MFS Emerging Markets Debt A Registered Investment Companies | — | — | — | $262K | 0.8% | |
| DWS Rreef Real Estate Securities A Registered Investment Companies | — | — | — | $251K | 0.8% | |
| BlackRock Strategic Global Bond Instl Registered Investment Companies | — | — | — | $226K | 0.7% | |
| John Hancock Income Fund Class A Registered Investment Companies | — | — | — | $196K | 0.6% |
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