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Original filing (PDF)20251013102731NAL0000477555001
POLYMER TECHNOLOGY SYSTEMS, INC.
Form 5500
FILING_RECEIVED
POLYMER TECHNOLOGY SYSTEMS, INC. 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Signals · 1
11 service providers
Active participants
188
Accounts w/ balance
209
Plan assets (EOY)
$25.7M
Net assets (EOY)
$25.7M
How this plan invests
This plan
1 pooled trust
Schedule D
35 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Participation health
100
Helping the score
- Below-peer total fees (14 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for POLYMER TECHNOLOGY SYSTEMS, INC..
Plan sponsor
Name
POLYMER TECHNOLOGY SYSTEMS, INC.
EIN
35-1895358
Address
4600 ANSON BOULEVARD · WHITESTOWN, IN · 46075
Phone
(317) 870-5610
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
2025-10-13
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2R · Participant-directed brokerage (SDBA)
3D · Pre-approved plan (master / prototype / VS)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
CHERRY BEKAERT LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
11 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| T. ROWE PRICE RPS, INC. | 52-1309931 | — | RECORDKEEPER | $37K | — |
Other
10| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| DIMENSIONAL FUNDS | 95-4470812 | — | NONE | $0 | — |
| PIMCO FUNDS | 33-0629048 | — | NONE | $0 | — |
| EAGLEASSET | 59-3171014 | — | NONE | $0 | — |
| VANGUARD GROUP | 23-1945930 | — | NONE | $0 | — |
| IVY INVESTMENTS | — | OVERLAND PARK, KS | NONE | $0 | — |
| MFS FUNDS | 04-2747644 | — | NONE | $0 | — |
| JP MORGAN FUNDS | 13-2624428 | — | NONE | $0 | — |
| GOLDMAN SACHS FUNDS | 13-3575636 | — | NONE | $0 | — |
| DWS INVESTMENTS | 13-3241232 | — | NONE | $0 | — |
| FIDELITY | 04-2647786 | — | NONE | $0 | — |
Investments
33 direct securities · 1 pooled fund· $26.0M(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
$25.5M
33 holdings
Common Collective Trust
$449K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| T. Rowe Price Retirement I 2025 | — | — | — | $4.4M | 17.0% | |
| T. Rowe Price Retirement I 2030 | — | — | — | $3.3M | 12.7% | |
| Vanguard 500 Index Admiral | — | — | — | $2.9M | 11.1% | |
| T. Rowe Price Retirement I 2040 | — | — | — | $2.7M | 10.6% | |
| T. Rowe Price Retirement I 2045 | — | — | — | $2.7M | 10.4% | |
| T. Rowe Price Retirement I 2035 | — | — | — | $1.8M | 7.0% | |
| MFS Growth R6 | — | — | — | $1.2M | 4.5% | |
| JP Morgan Equity Income R6 | — | — | — | $848K | 3.3% | |
| Schwab Brokerage | — | — | — | $754K | 2.9% | |
| T. Rowe Price Retirement I 2050 | — | — | — | $727K | 2.8% | |
| T. Rowe Price Retirement I 2055 | — | — | — | $574K | 2.2% | |
| Pimco Income Instl | — | — | — | $569K | 2.2% | |
| T. Rowe Price Retirement I 2020 | — | — | — | $491K | 1.9% | |
| T ROWE PRICE STABLE VALUE T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $449K | 1.8% | |
| Vanguard Small Cap Index Adm | — | — | — | $418K | 1.6% | |
| Carillon Eagle Mid Cap Growth R6 | — | — | — | $268K | 1.0% | |
| various maturities | — | — | — | $248K | 1.0% | |
| PARTICIPANT LOANS LOW-HIGH INTEREST RATE 4.25% - 9.50% | — | — | — | $245K | 1.0% | |
| Vanguard Mid Cap Index | — | — | — | $237K | 0.9% | |
| Fidelity Advisor Total Bond Z | — | — | — | $216K | 0.8% | |
| T. Rowe Price Overseas Stock I | — | — | — | $181K | 0.7% | |
| T. Rowe Price Retirement I 2015 | — | — | — | $174K | 0.7% | |
| T. Rowe Price Retirement I 2060 | — | — | — | $173K | 0.7% | |
| Fidelity Inflation-Prot Bond Index | — | — | — | $121K | 0.5% | |
| T. Rowe Price Retirement Bal I | — | — | — | $94K | 0.4% | |
| T. Rowe Price Retirement I 2010 | — | — | — | $68K | 0.3% | |
| DFA Global Real Estate SEC Portfolio I | — | — | — | $62K | 0.2% | |
| T. Rowe Price Retirement 2065 | — | — | — | $54K | 0.2% | |
| Delaware Ivy Emerging Markets Equity R6 | — | — | — | $47K | 0.2% | |
| MACQUARIE SYSTEMATIC EMERG MARKETS EQ R6 MUTUAL FUND | — | — | — | $47K | 0.2% | |
| T. Rowe Price Global Stock I | — | — | — | $19K | <0.1% | |
| DWS Enhanced Commodity Strategy R6 | — | — | — | $12K | <0.1% | |
| T. Rowe Price Retirement I 2005 | — | — | — | $9K | <0.1% | |
| T. Rowe Price Government Money Inv | — | — | — | $1K | <0.1% |