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Original filing (PDF)20250710055653NAL0003847331001
PRC-SALTILLO
Form 5500
FILING_RECEIVED
PRENTKE ROMICH COMPANY DBA PRC-SALTILLO DEFERRED COMPENSATION PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
298
Accounts w/ balance
327
Plan assets (EOY)
$28.7M
Net assets (EOY)
$28.7M
How this plan invests
This plan
14 pooled trusts
Schedule D
30 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PRC-SALTILLO.
Plan sponsor
Name
PRC-SALTILLO
EIN
34-1174227
Address
1022 HEYL ROAD · WOOSTER, OH · 446919786
Phone
(800) 262-1984
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
2025-07-10
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
CBIZ CPAS P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | 47-1411118 | — | INVESTMENT ADVISORY | $0 | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $91K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR INVESTMENT MANAGEMENT L | 36-4317381 | — | INV ADV, PARTICIPANTS | $0 | — |
Investments
22 direct securities · 14 pooled funds· $34.3M(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
$19.3M
13 holdings
Uncategorized
$14.6M
22 holdings
Pooled Separate Account
$341K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| PRIN LIFETIME HYBR 2030 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | $0 | $5.4M | 18.8% | |
| PRIN LIFETIME HYBR 2025 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | $0 | $2.9M | 10.2% | |
| PRIN LIFETIME HYBR 2040 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | $0 | $2.9M | 10.2% | |
| PRIN LIFETIME HYBR 2045 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $1.9M | 6.7% | |
| PIMCO Income Institutional Fd | — | — | $0 | $1.9M | 6.7% | |
| T.Rowe Price Lg Cp Gwth I Fund | — | — | $0 | $1.8M | 6.1% | |
| PRIN LIFETIME HYBR 2050 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $1.8M | 6.1% | |
| Participant Loans | — | — | $0 | $1.7M | 6.0% | |
| Prin LifeTime Hybr Inc CIT Z | — | — | $0 | $1.5M | 5.4% | |
| Victory Sycamore Est Val R6 Fd | — | — | $0 | $1.5M | 5.2% | |
| PRIN LIFETIME HYBR 2055 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $1.5M | 5.2% | |
| PRIN LIFETIME HYBR 2035 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | $0 | $1.4M | 4.8% | |
| Prin LifeTime Hybr 2035 CIT Z | — | — | $0 | $980K | 3.4% | |
| Fidelity 500 Index Fund | — | — | $0 | $942K | 3.3% | |
| PRIN LIFETIME HYBR 2060 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | $0 | $903K | 3.1% | |
| Prin LifeTime Hyb 2070 CIT Z | — | — | $0 | $809K | 2.8% | |
| Fidelity Sm Cap Index Fund | — | — | $0 | $569K | 2.0% | |
| MFS Intl Intrinsic Value R3 Fd | — | — | $0 | $462K | 1.6% | |
| Columbia Div Income I3 Fund | — | — | $0 | $461K | 1.6% | |
| Prin Core Fix Inc Sep Acct-Z | — | — | $0 | $453K | 1.6% | |
| Prin LifeTime Hybr 2045 CIT Z | — | — | $0 | $347K | 1.2% | |
| Prin Fixed Inc Guar Option | — | — | $0 | $341K | 1.2% | |
| PRIN CORE FIX INC SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 118 | Pooled Separate Account | — | — | $341K | 1.2% | |
| PRIN LIFETIME HYBR 2020 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | $0 | $288K | 1.0% | |
| Neub Berman Real Estate R6 Fd | — | — | $0 | $202K | 0.7% | |
| Prin LifeTime Hybr 2040 CIT Z | — | — | $0 | $189K | 0.7% | |
| PRIN LIFETIME HYBR 2065 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | $0 | $186K | 0.6% | |
| Fidelity Mid Cp Index Fund | — | — | $0 | $141K | 0.5% | |
| Allspring Spec Sm Cp Value R6 | — | — | $0 | $96K | 0.3% | |
| PRIN LIFETIME HYBR 2015 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | $0 | $83K | 0.3% | |
| PRIN LIFETIME HYBR INC CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $71K | 0.2% | |
| BlackRock Md-Cp Gr Eq K Fd | — | — | $0 | $71K | 0.2% | |
| American Funds NewWorld R6 | — | — | $0 | $63K | 0.2% | |
| Am Fds EuroPacific Grth R6 Fd | — | — | $0 | $10K | <0.1% | |
| AMERICAN CENTURY SC GR R6 FD | — | — | $0 | $5K | <0.1% | |
| PRIN LIFETIME HYB 2070 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | — | — | $5K | <0.1% |
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