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Original filing (PDF)20251014124416NAL0003983376001
PRECISION TOOLS SERVICE, INC.
Form 5500
FILING_RECEIVED
PTS GROUP SAVINGS PLAN
401(k) retirement plan
Active participants
239
Accounts w/ balance
227
Plan assets (EOY)
$14.0M
Net assets (EOY)
$14.0M
How this plan invests
This plan
2 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)
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
100
Total plan cost
80
Vendor stack
100
Participation health
100
Knocking points off
- 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 PRECISION TOOLS SERVICE, INC..
Plan sponsor
Name
PRECISION TOOLS SERVICE, INC.
EIN
35-1752977
Address
2426 WEST NORCROSS DR · COLUMBUS, IN · 472018844
Phone
(812) 342-1234
Industry
Wholesale Tradesee 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
2025-10-14
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
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 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | DES MOINES, IA | RECORDKEEPER | $46K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RBC CAPITAL MARKETS, LLC | 13-2638166 | NY, NY | INVESTMENT ADVISORY | $0 | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BLUE BENEFITS CONSULTING, INC | 35-1907899 | CARMEL, IN | TPA | $4K | — |
Investments
29 direct securities · 2 pooled funds· $14.0M(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
$11.5M
29 holdings
Common Collective Trust
$2.5M
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fixed Income Guaranteed Option Guaranteed investment contract | — | — | — | $2.6M | 18.7% | |
| CORE PLUS BOND R1 FUND GREAT GRAY TRUST COMPANY · EIN 38-4116854 / PN 515 | Common Collective Trust | — | — | $2.5M | 17.9% | |
| American Funds New Perspective Fund Mutual fund | — | — | — | $1.4M | 10.3% | |
| NYLI Winslow Large Cap Growth Fund Mutual fund | — | — | — | $1.1M | 7.6% | |
| MFS Value Fund Mutual fund | — | — | — | $923K | 6.6% | |
| Lord Abbett Bond-Debenture Fund Mutual fund | — | — | — | $805K | 5.7% | |
| Vanguard 500 Index Admiral Fund Mutual fund | — | — | — | $625K | 4.5% | |
| AM Funds Fundamental Inv Fund Mutual fund | — | — | — | $615K | 4.4% | |
| PIMCO Income Institutional FD Mutual fund | — | — | — | $482K | 3.4% | |
| DFA US Small Cap Portfolio Mutual fund | — | — | — | $460K | 3.3% | |
| DFA US Vector Equity Portfolio Mutual fund | — | — | — | $458K | 3.3% | |
| Carillon Eagle Mid Cap Growth Fund Mutual fund | — | — | — | $448K | 3.2% | |
| Am Funds Target Date 2025 Mutual fund | — | — | — | $314K | 2.2% | |
| Vanguard Mid Cap Index ADM Fund Mutual fund | — | — | — | $282K | 2.0% | |
| Participant Loans (interest rate range 4.25%-9.50%) | — | — | — | $210K | 1.5% | |
| Vanguard Small Cap Index ADM Fund Mutual fund | — | — | — | $185K | 1.3% | |
| Vanguard Dev Markets Index ADM Fund Mutual fund | — | — | — | $109K | 0.8% | |
| Am Funds Target Date 2035 Mutual fund | — | — | — | $94K | 0.7% | |
| Thornburg Intl Value Fund Mutual fund | — | — | — | $87K | 0.6% | |
| Am Funds Target Date 2030 Mutual fund | — | — | — | $63K | 0.4% | |
| Am Funds Target Date 2060 Mutual fund | — | — | — | $47K | 0.3% | |
| Vanguard Financials Index Fund Mutual fund | — | — | — | $45K | 0.3% | |
| Vanguard Equity-Inc Fund Mutual fund | — | — | — | $38K | 0.3% | |
| Am Funds Target Date 2065 Mutual fund | — | — | — | $21K | 0.2% | |
| American Balanced Fund Mutual fund | — | — | — | $12K | <0.1% | |
| New World Fund Inc Mutual fund | — | — | — | $11K | <0.1% | |
| Am Funds Target Date 2050 Mutual fund 800 Am Funds Target Date 2055 Mutual fund | — | — | — | $10K | <0.1% | |
| Am Funds Target Date 2045 Mutual fund | — | — | — | $10K | <0.1% | |
| Am Funds Target Date 2040 Mutual fund | — | — | — | $9K | <0.1% | |
| Janus Henderson Balanced N Fund Mutual fund | — | — | — | $5K | <0.1% | |
| GREAT GRAY EURO GROWTH R1 GREAT GRAY TRUST COMPANY · EIN 38-7289844 / PN 001 | Common Collective Trust | — | — | $234 | <0.1% |
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