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Original filing (PDF)20251013142006NAL0000708499001
PERFECTION PLATING, INC.
Form 5500
FILING_RECEIVED
PERFECTION PLATING, INC. RETIREMENT PLAN
401(k) retirement plan
Active participants
166
Accounts w/ balance
205
Plan assets (EOY)
$14.7M
Net assets (EOY)
$14.7M
How this plan invests
This plan
20 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 (2 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PERFECTION PLATING, INC..
Plan sponsor
Name
PERFECTION PLATING, INC.
EIN
36-2662052
Address
775 MORSE AVENUE · ELK GROVE VILLAGE, IL · 60007
Phone
(847) 593-6506
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-13
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)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
APRIO LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JPMORGAN INVEST HOLDINGS LLC | 13-2624428 | — | RECORDKEEPER | $210 | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KUTCHINS, ROBBINS & DIAMOND, LTD | 13-2624428 | — | OTHER | $3K | — |
Investments
20 direct securities· $14.7M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| JPMorgan SmartRetirement 2035 Mutual Fund NR | — | — | — | $2.6M | 17.9% | |
| JPMorgan SmartRetirement 2030 Mutual Fund NR | — | — | — | $2.5M | 17.3% | |
| JPMorgan SmartRetirement 2040 Mutual Fund NR | — | — | — | $2.1M | 14.6% | |
| JPMorgan SmartRetirement 2020 Mutual Fund NR | — | — | — | $1.8M | 12.2% | |
| JPMorgan SmartRetirement 2025 Mutual Fund NR | — | — | — | $1.6M | 10.8% | |
| JPMorgan SmartRetirement 2045 Mutual Fund NR | — | — | — | $1.2M | 8.3% | |
| JPMorgan SmartRetirement 2055 Mutual Fund NR | — | — | — | $550K | 3.7% | |
| JPMorgan SmartRetirement 2050 Mutual Fund NR | — | — | — | $459K | 3.1% | |
| JPMorgan SmartRetirement Income Mutual Fund NR | — | — | — | $392K | 2.7% | |
| JPMorgan SmartRetirement 2060 Mutual Fund NR | — | — | — | $311K | 2.1% | |
| JPMorgan US Government Money Market Mutual Fund NR | — | — | — | $241K | 1.6% | |
| iShares S&P 500 Index Mutual Fund NR | — | — | — | $226K | 1.5% | |
| Columbia Mid Cap Index Mutual Fund NR | — | — | — | $170K | 1.2% | |
| JPMorgan US Equity Mutual Fund NR | — | — | — | $162K | 1.1% | |
| Nuveen Small Cap Blend Index Mutual Fund NR | — | — | — | $135K | 0.9% | |
| MFS Total Return Bond Mutual Fund NR | — | — | — | $55K | 0.4% | |
| Nuveen International Equity Index Mutual Fund NR | — | — | — | $25K | 0.2% | |
| T. Rowe Price Overseas Stock Mutual Fund NR | — | — | — | $23K | 0.2% | |
| PIMCO Real Return Mutual Fund NR | — | — | — | $22K | 0.2% | |
| JPMorgan SmartRetirement 2065 Mutual Fund NR | — | — | — | $6K | <0.1% |
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