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Original filing (PDF)20250724125120NAL0006006080001
PTI ENGINEERED PLASTICS INC
Form 5500
FILING_RECEIVED
PTI ENGINEERED PLASTICS, INC. 401(K) PLAN
401(k) retirement plan
Active participants
274
Accounts w/ balance
165
Plan assets (EOY)
$15.6M
Net assets (EOY)
$15.6M
How this plan invests
This plan
1 pooled trust
Schedule D
32 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
97
/ 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
80
Knocking points off
- 60% balance-to-active ratio — below typical for a healthy 401(k).
Helping the score
- Below-peer total fees (8 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PTI ENGINEERED PLASTICS INC.
Plan sponsor
Name
PTI ENGINEERED PLASTICS INC
EIN
38-2534809
Address
50900 CORPORATE DRIVE · MACOMB, MI · 48044
Phone
(586) 263-5100
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
2025-07-24
Pension benefit codes
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)
3H · Sponsor in controlled / affiliated group
2E · Profit-sharing
2F · ERISA section 404(c)
Audit & trust (Schedule H)
Auditor
REHMANN ROBSON, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $2K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $10K | — |
Investments
31 direct securities · 1 pooled fund· $15.3M(98% 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
$12.7M
30 holdings
Mutual Funds
$2.3M
1 holding
Common Collective Trust
$363K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| s * Fidelity Investments Fidelity Freedom 2030 K Fund | Mutual Funds | — | — | $2.3M | 14.8% | |
| Fidelity Investments Fidelity Freedom 2025 K Fund | — | — | — | $2.0M | 12.9% | |
| Fidelity Investments Fidelity Freedom 2020 K Fund | — | — | — | $1.5M | 9.8% | |
| Fidelity Investments Fidelity Contrafund K | — | — | — | $1.5M | 9.6% | |
| Fidelity Investments Fidelity Freedom 2035 K Fund | — | — | — | $1.4M | 8.7% | |
| Fidelity Investments Fidelity 500 Index Fund | — | — | — | $618K | 4.0% | |
| Fidelity Investments Fidelity Freedom 2040 K Fund | — | — | — | $429K | 2.8% | |
| Fidelity Investments Fidelity Freedom 2045 K Fund | — | — | — | $412K | 2.6% | |
| Janus Henderson Enterprise Fund Class I | — | — | — | $400K | 2.6% | |
| American Funds American Mutual Fund Class R-5E | — | — | — | $386K | 2.5% | |
| Fidelity Investments Fidelity International Index Fund | — | — | — | $363K | 2.3% | |
| MIP CL 1 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $363K | 2.3% | |
| Allspring Global Investments Allspring Special Mid Cap Value Fund | — | — | — | $341K | 2.2% | |
| Fidelity Investments Fidelity Total Bond Fund | — | — | — | $326K | 2.1% | |
| MFS International Diversification Fund Class R4 | — | — | — | $322K | 2.1% | |
| Fidelity Investments Fidelity Freedom 2055 K Fund | — | — | — | $322K | 2.1% | |
| Pimco Rae US Small Fund I-2 | — | — | — | $272K | 1.7% | |
| Allspring Real Return Institutional Fund | — | — | — | $261K | 1.7% | |
| Fidelity Investments Fidelity Freedom 2050 K Fund | — | — | — | $261K | 1.7% | |
| Fidelity Investments Fidelity Freedom 2015 K Fund | — | — | — | $233K | 1.5% | |
| Eaton Vance Eaton Vance High Income Opportunities Fund Class I | — | — | — | $232K | 1.5% | |
| Fidelity Investments Fidelity Freedom 2060 K Fund | — | — | — | $194K | 1.2% | |
| Principal Funds Principal SmallCap Fund R5 Class | — | — | — | $163K | 1.0% | |
| Fidelity Investments Fidelity Overseas Fund Class K | — | — | — | $134K | 0.9% | |
| Fidelity Investments Fidelity U.S. Bond Index Fund | — | — | — | $125K | 0.8% | |
| Fidelity Investments Fidelity Government Income Fund | — | — | — | $113K | 0.7% | |
| Fidelity Investments Fidelity Extended Market Index Fund | — | — | — | $102K | 0.7% | |
| Conestoga Small Cap Investors Fund | — | — | — | $99K | 0.6% | |
| Cohen & Steers Cohen & Steers Reality Fund | — | — | — | $91K | 0.6% | |
| Fidelity Investments Fidelity Total Market Index Fund | — | — | — | $57K | 0.4% | |
| Fidelity Investments Fidelity Freedom Income K Fund | — | — | — | $12K | <0.1% | |
| Fidelity Investments Fidelity Freedom 2065 K Fund | — | — | — | $3K | <0.1% |
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