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Original filing (PDF)20251007133526NAL0002506371001
PEA GROUP
Form 5500
FILING_RECEIVED
PEA GROUP 401(K) & PROFIT SHARING PLAN
401(k) retirement plan
Active participants
213
Accounts w/ balance
253
Plan assets (EOY)
$31.5M
Net assets (EOY)
$31.5M
How this plan invests
This plan
5 pooled trusts
Schedule D
32 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
- 37 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 PEA GROUP.
Plan sponsor
Name
PEA GROUP
EIN
38-1813731
Address
1849 POND RUN · AUBURN HILLS, MI · 48326
Phone
(248) 689-9090
Industry
Engineering Services· Professional & Technical Servicessee 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
2025-10-07
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)
2A · Age/service weighted or new comparability
Audit & trust (Schedule H)
Auditor
MRPR
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $88K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KESTRA INVESTMENT SERVICES LLC | — | AUSTIN, TX | BROKER/ADVISOR | $0 | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TDM RETIREMENT SERVICES, LLC | — | BLOOMFIELD HILLS, MI | CONTRACT ADMIN | $15K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $13K | — |
Investments
28 direct securities · 5 pooled funds· $30.4M(97% 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
$24.8M
28 holdings
Common Collective Trust
$4.8M
4 holdings
Pooled Separate Account
$754K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund | — | — | — | $4.0M | 12.6% | |
| Vanguard Target Retirement 2035 Fund | — | — | — | $3.4M | 10.8% | |
| LARGE CAP GROWTH FUND IV FEE CLASS GREAT GRAY · EIN 38-7289851 / PN 001 | Common Collective Trust | — | — | $3.3M | 10.4% | |
| Vanguard Target Retirement 2040 Fund | — | — | — | $2.3M | 7.2% | |
| American Century American Century Moderate Strategic Allocation Fund | — | — | — | $1.6M | 5.1% | |
| Vanguard Target Retirement 2030 Fund | — | — | — | $1.6M | 5.1% | |
| Fidelity International Index Fund | — | — | — | $1.6M | 5.0% | |
| MID CAP GROWTH FUND II CL I1 GREAT GRAY · EIN 38-7304118 / PN 181 | Common Collective Trust | — | — | $1.4M | 4.4% | |
| Vanguard Target Retirement 2045 Fund | — | — | — | $1.3M | 4.1% | |
| Vanguard Target Retirement 2020 Fund | — | — | — | $1.0M | 3.2% | |
| Vanguard Target Retirement 2055 Fund | — | — | — | $918K | 2.9% | |
| PIMCO Income Fund | — | — | — | $860K | 2.7% | |
| CORE PLUS BOND / PGIM FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 299 | Pooled Separate Account | — | — | $754K | 2.4% | |
| Vanguard Target Retirement 2060 Fund | — | — | — | $664K | 2.1% | |
| Vanguard Target Retirement 2025 Fund | — | — | — | $567K | 1.8% | |
| Vanguard Mid Cap Value Fund | — | — | — | $559K | 1.8% | |
| Fidelity Extended Market Index Fund | — | — | — | $531K | 1.7% | |
| BlackRock High Yield Bond Portfolio | — | — | — | $528K | 1.7% | |
| Empower Key Guarenteed Portfolio Fund | — | — | — | $491K | 1.6% | |
| Fidelity Advisor Small Cap Value Fund | — | — | — | $459K | 1.5% | |
| DFA Emerging Markets Portfolio | — | — | — | $364K | 1.2% | |
| Invesco Growth and Income Fund | — | — | — | $353K | 1.1% | |
| American Century American Century Aggressive Strategic Allocation Fund | — | — | — | $328K | 1.0% | |
| Fidelity Small Cap Index Fund | — | — | — | $323K | 1.0% | |
| DFA Inflation-Protected Securities Portfolio | — | — | — | $301K | 1.0% | |
| American Century American Century Conservative Strategic Allocation Fund | — | — | — | $252K | 0.8% | |
| Fidelity Real Estate Index Fund | — | — | — | $243K | 0.8% | |
| Vanguard Target Retirement 2050 Fund | — | — | — | $241K | 0.8% | |
| SMALL CAP GROWTH FUND II FEE CLASS GREAT GRAY · EIN 38-4126288 / PN 000 | Common Collective Trust | — | — | $204K | 0.7% | |
| Vanguard Target Retirement 2065 Fund | — | — | — | $121K | 0.4% | |
| Vanguard Target Retirement Income Fund | — | — | — | $33K | 0.1% | |
| PIMCO International Bond Fund | — | — | — | $31K | <0.1% | |
| MID CAP GROWTH FUND FEE CLASS R1 GREAT GRAY · EIN 38-4126247 / PN 549 | Common Collective Trust | — | — | $0 | <0.1% |
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