Diana Stephens signed Precision Tools Service, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Precision Tools Service, Inc.'s EIN is 35-1752977.
Download the official 2024 Form 5500 (PDF) for Precision Tools Service, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Precision Tools Service, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | DES MOINES, IA | RECORDKEEPER | $46K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RBC CAPITAL MARKETS, LLC | 13-2638166 | NY, NY | INVESTMENT ADVISORY | $0 | — |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BLUE BENEFITS CONSULTING, INC | 35-1907899 | CARMEL, IN | TPA | $4K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fixed Income Guaranteed Option Guaranteed investment contract | Stable Value | — | — | $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 | Mutual Funds | — | — | $1.4M | 10.3% | |
| NYLI Winslow Large Cap Growth Fund Mutual fund | Other securities | — | — | $1.1M | 7.6% | |
| MFS Value Fund Mutual fund | Mutual Funds | — | — | $923K | 6.6% | |
| Lord Abbett Bond-Debenture Fund Mutual fund | U.S. Treasuries | — | — | $805K | 5.7% | |
| Vanguard 500 Index Admiral Fund Mutual fund | Common Collective Trusts | — | — | $625K | 4.5% | |
| AM Funds Fundamental Inv Fund Mutual fund | Other securities | — | — | $615K | 4.4% | |
| PIMCO Income Institutional FD Mutual fund | Mutual Funds | — | — | $482K | 3.4% | |
| DFA US Small Cap Portfolio Mutual fund | Mutual Funds | — | — | $460K | 3.3% | |
| DFA US Vector Equity Portfolio Mutual fund | Mutual Funds | — | — | $458K | 3.3% | |
| Carillon Eagle Mid Cap Growth Fund Mutual fund | Other securities | — | — | $448K | 3.2% | |
| Am Funds Target Date 2025 Mutual fund | Other securities | — | — | $314K | 2.2% | |
| Vanguard Mid Cap Index ADM Fund Mutual fund | Mutual Funds | — | — | $282K | 2.0% | |
| Participant Loans (interest rate range 4.25%-9.50%) | Bonds / Notes | — | — | $210K | 1.5% | |
| Vanguard Small Cap Index ADM Fund Mutual fund | Mutual Funds | — | — | $185K | 1.3% | |
| Vanguard Dev Markets Index ADM Fund Mutual fund | Mutual Funds | — | — | $109K | 0.8% | |
| Am Funds Target Date 2035 Mutual fund | Other securities | — | — | $94K | 0.7% | |
| Thornburg Intl Value Fund Mutual fund | Other securities | — | — | $87K | 0.6% | |
| Am Funds Target Date 2030 Mutual fund | Other securities | — | — | $63K | 0.4% | |
| Am Funds Target Date 2060 Mutual fund | Other securities | — | — | $47K | 0.3% | |
| Vanguard Financials Index Fund Mutual fund | Common Collective Trusts | — | — | $45K | 0.3% | |
| Vanguard Equity-Inc Fund Mutual fund | Mutual Funds | — | — | $38K | 0.3% | |
| Am Funds Target Date 2065 Mutual fund | Other securities | — | — | $21K | 0.2% | |
| American Balanced Fund Mutual fund | Other securities | — | — | $12K | <0.1% | |
| New World Fund Inc Mutual fund | Common Stocks | — | — | $11K | <0.1% | |
| Am Funds Target Date 2050 Mutual fund 800 Am Funds Target Date 2055 Mutual fund | Other securities | — | — | $10K | <0.1% | |
| Am Funds Target Date 2045 Mutual fund | Other securities | — | — | $10K | <0.1% | |
| Am Funds Target Date 2040 Mutual fund | Other securities | — | — | $9K | <0.1% | |
| Janus Henderson Balanced N Fund Mutual fund | Mutual Funds | — | — | $5K | <0.1% | |
| GREAT GRAY EURO GROWTH R1 GREAT GRAY TRUST COMPANY · EIN 38-7289844 / PN 001 | Common Collective Trust | — | — | $234 | <0.1% |
