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Original filing (PDF)20250904101348NAL0009968291001
PERRY PROTECH
Form 5500
FILING_RECEIVED
PERRY PROTECH EMPLOYEE STOCK OWNERSHIP AND PROFIT SHARING PLAN
Defined-contribution retirement plan
Active participants
224
Accounts w/ balance
256
Plan assets (EOY)
$121.9M
Net assets (EOY)
$95.7M
Plan health score (directional)
95
/ 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
75
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- Below-peer total fees (1 bps vs 10 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PERRY PROTECH.
Plan sponsor
Name
PERRY PROTECH
EIN
34-4473514
Address
265 COMMERCE PARKWAY · LIMA, OH · 45804
Phone
(419) 228-1360
Industry
Wholesale Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2023
Plan year begin
2023-12-01
Tax period
2024-11-30
Filed
2025-09-04
Pension benefit codes
2P · Leveraged ESOP
2I · Stock bonus
2Q · S-corporation ESOP
2E · Profit-sharing
Audit & trust (Schedule H)
Auditor
REA & ASSOCIATES
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| T.ROWE PRICE | 52-1714114 | BALTIMORE, MD | PLAN RECORDKEEPER | $8K | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.
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