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Original filing (PDF)20251013101825NAL0000469443001
PRECISION PRODUCTS GROUP, INC.
Form 5500
FILING_RECEIVED
PRECISION PRODUCTS GROUP, INC. RETIREMENT PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
160
Accounts w/ balance
124
Plan assets (EOY)
$6.5M
Net assets (EOY)
$6.5M
How this plan invests
This plan
12 pooled trusts
Schedule D
38 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PRECISION PRODUCTS GROUP, INC..
Plan sponsor
Name
PRECISION PRODUCTS GROUP, INC.
EIN
36-3858797
Address
8770 GUION RD SUITE A · SUITE A · INDIANAPOLIS, IN · 46268
Phone
(317) 663-4590
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
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
BDO, USA P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIES WEALTH ADVISORS | 46-1428191 | — | INVESTMENT ADVISORY | $21K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $17K | — |
Investments
26 direct securities · 12 pooled funds· $6.5M(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.
Common Collective Trust
$4.5M
12 holdings
Uncategorized
$1.6M
24 holdings
Guaranteed Income / GIC
$185K
1 holding
Mutual Funds
$159K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| PRIN LIFETIME HYBR 2045 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $1.2M | 19.2% | |
| PRIN LIFETIME HYBR 2030 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $904K | 14.0% | |
| PRIN LIFETIME HYBR 2035 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $797K | 12.3% | |
| PRIN LIFETIME HYBR 2025 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $516K | 8.0% | |
| PRIN LIFETIME HYBR 2040 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $406K | 6.3% | |
| PRIN LIFETIME HYBR 2055 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $320K | 4.9% | |
| T. Rowe Price Funds Growth Stock I Fund | — | — | — | $263K | 4.1% | |
| Lord Abbett Fundamental Equity R3 Fund ** - Lord Abbett Fundamental Equity R6 Fund | — | — | — | $205K | 3.2% | |
| * Principal Life Insurance Company Fixed-Income Guaranteed Option | Guaranteed Income / GIC | — | — | $185K | 2.9% | |
| American Century Investments Equity Income R6 Fund | Mutual Funds | — | — | $159K | 2.5% | |
| BlackRock iShares S&P 500 Index K Fund | — | — | — | $150K | 2.3% | |
| various maturities. | — | — | — | $145K | 2.2% | |
| American Funds Growth Fund of America R6 Fund | — | — | — | $99K | 1.5% | |
| PIMCO Funds Low Duration Institutional Funs | — | — | — | $98K | 1.5% | |
| Fidelity Management & Research Adv Small Cap | — | — | — | $97K | 1.5% | |
| PRIN LIFETIME HYBR 2050 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $96K | 1.5% | |
| Franklin Templeton Investments Rising Dividends R6 Fund | — | — | — | $84K | 1.3% | |
| Hartford Mutual Funds Equity Income R6 Fund ** - Hartford Mutual Funds Mid-Cap R6 Fund | — | — | — | $77K | 1.2% | |
| PGIM Investments Jennison Small Company R6 Fund | — | — | — | $76K | 1.2% | |
| PRIN LIFETIME HYBR 2020 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $74K | 1.1% | |
| American Funds Europacific Growth R6 Fund | — | — | — | $66K | 1.0% | |
| PRIN LIFETIME HYBR 2060 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $55K | 0.8% | |
| Hartford Mutual Funds Total return R6 Fund | — | — | — | $50K | 0.8% | |
| Hartford Mutual Funds Core Equity Income R6 Fund | — | — | — | $38K | 0.6% | |
| Vanguard Group Mid-Cap Growth Index Admiral fund | — | — | — | $36K | 0.6% | |
| PRIN LIFETIME HYBR INC CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $34K | 0.5% | |
| PIMCO Funds Total Return Institutional Fund | — | — | — | $33K | 0.5% | |
| Thornburg International Value R6 Fund | — | — | — | $26K | 0.4% | |
| Invesco Growth R 6 Fund | — | — | — | $25K | 0.4% | |
| PRIN LIFETIME HYBR 2015 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $22K | 0.3% | |
| Franklin Templeton Investments Rising Dividends R Fund ** - Franklin Templeton Investments U.S. Government Securities R6 Fund | — | — | — | $17K | 0.3% | |
| Hartford Mutual Funds Balanced Income R6 Fund | — | — | — | $16K | 0.3% | |
| BlackRock iShares Russell 2000 Small-Cap Index Fund | — | — | — | $14K | 0.2% | |
| American Funds Capital World Bond R6 Fund | — | — | — | $13K | 0.2% | |
| PGIM Investments Jennison MidCap Growth R6 Fund | — | — | — | $11K | 0.2% | |
| MFS International New Discovery R6 Fund | — | — | — | $7K | 0.1% | |
| PRIN LIFETIME HYBR 2065 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $4K | <0.1% | |
| BlackRock iShares Russ Sm/Md-Cp Idx K Fd | — | — | — | $1K | <0.1% |
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