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Original filing (PDF)20251008084045NAL0003132579001
PMA CONSULTANTS LLC
Form 5500
FILING_RECEIVED
PMA CONSULTANTS LLC 401(K) SAVINGS AND RETIREMENT PLAN
401(k) retirement plan
Active participants
274
Accounts w/ balance
354
Plan assets (EOY)
$59.7M
Net assets (EOY)
$59.7M
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 (10 bps vs 16 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PMA CONSULTANTS LLC.
Plan sponsor
Name
PMA CONSULTANTS LLC
EIN
38-3327768
Address
226 WEST LIBERTY STREET · SUITE 100 · ANN ARBOR, MI · 48104
Phone
(734) 769-0530
Industry
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
2025-10-08
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)
3H · Sponsor in controlled / affiliated group
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
2R · Participant-directed brokerage (SDBA)
Audit & trust (Schedule H)
Auditor
PLANTE & MORAN, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $5K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPFINANCIAL PARTNERS LLC | 26-0058143 | — | ADVISOR | $45K | — |
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $10K | — |
Investments
35 direct securities · 1 pooled fund· $63.6M(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
$59.7M
35 holdings
Common Collective Trust
$3.8M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Management Trust Company Fidelity 500 Index Fund | — | — | — | $6.1M | 10.2% | |
| T. Rowe Price T. Rowe Price Growth Stock Advantage Fund | — | — | — | $5.1M | 8.6% | |
| Fidelity Management Trust Company Fidelity Freedom Index 2030 Fund Investor Class | — | — | — | $4.5M | 7.5% | |
| Fidelity Management Trust Company Fidelity Freedom Index 2020 Fund Investor Class | — | — | — | $4.3M | 7.2% | |
| Putnam Large Cap Value Fund Class A | — | — | — | $4.1M | 6.8% | |
| Fidelity Management Trust Company Fidelity Freedom Index 2045 Fund Investor Class | — | — | — | $3.9M | 6.6% | |
| Fidelity Management Trust Company Common/collective trust fund - Managed Income Portfolio Class 2 | — | — | — | $3.8M | 6.4% | |
| MIP CL 2 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $3.8M | 6.4% | |
| Fidelity Management Trust Company Fidelity Freedom Index 2040 Fund Investor Class | — | — | — | $2.5M | 4.1% | |
| Fidelity Management Trust Company Fidelity Freedom Index 2050 Fund Investor Class | — | — | — | $2.2M | 3.7% | |
| Fidelity Management Trust Company Fidelity Freedom Index 2015 Fund Investor Class | — | — | — | $2.0M | 3.3% | |
| Fidelity Management Trust Company Fidelity Freedom Index 2035 Fund Investor Class | — | — | — | $1.5M | 2.6% | |
| Various Self-directed brokerage account investments - Brokeragelink | — | — | — | $1.5M | 2.5% | |
| Fidelity Management Trust Company Fidelity Freedom Index 2055 Fund Investor Class | — | — | — | $1.5M | 2.5% | |
| T. Rowe Price T. Rowe Price New Horizons Fund | — | — | — | $1.5M | 2.5% | |
| Dodge & Cox Dodge & Cox International Fund | — | — | — | $1.5M | 2.4% | |
| Fidelity Management Trust Company Fidelity Total International Index Fund | — | — | — | $1.2M | 2.1% | |
| American Funds American Funds Europacific Growth Fund R6 | — | — | — | $1.2M | 2.1% | |
| Fidelity Management Trust Company Fidelity Extended Market Index Fund | — | — | — | $1.2M | 2.0% | |
| T. Rowe Price T. Rowe Mid-Cap Equity Growth | — | — | — | $1.2M | 2.0% | |
| Fidelity Management Trust Company Fidelity Total Bond Fund | — | — | — | $1.1M | 1.9% | |
| Victory Portfolios Victory Small Company Opportunity Fund | — | — | — | $1.1M | 1.9% | |
| Driehaus Emerging Markets Growth Fund | — | — | — | $1.1M | 1.8% | |
| JPMorgan Mid Cap Value Fund Class R6 | — | — | — | $1.1M | 1.8% | |
| Fidelity Management Trust Company Fidelity U.S. Bond Index Fund | — | — | — | $904K | 1.5% | |
| Fidelity Management Trust Company Fidelity Freedom Index 2025 Fund Investor Class | — | — | — | $816K | 1.4% | |
| PIMCO Income Fund Class A | — | — | — | $767K | 1.3% | |
| Vanguard Inflation Protected Securities Fund | — | — | — | $548K | 0.9% | |
| Fidelity Management Trust Company Fidelity Freedom Index 2060 Fund Investor Class | — | — | — | $477K | 0.8% | |
| Participants Participant notes receivable bearing interest ranging from 4.25 to 9.50 percent - | — | — | — | $370K | 0.6% | |
| Principal Funds Principal Real Estate Securities R6 | — | — | — | $365K | 0.6% | |
| Fidelity Management Trust Company Fidelity Freedom Index 2065 Fund Investor Class | — | — | — | $241K | 0.4% | |
| MassMutual Small Cap Growth Equity Fund Class I | — | — | — | $40K | <0.1% | |
| Fidelity Management Trust Company Fidelity Freedom Index Income Fund | — | — | — | $31K | <0.1% | |
| Fidelity Management Trust Company Fidelity Government Money Market Fund Class K6 | — | — | — | $20K | <0.1% | |
| Fidelity Management Trust Company Fidelity Government Money Market | — | — | — | $9K | <0.1% |