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Original filing (PDF)20250620115238NAL0009536562001
THOMAS PRECISION MACHINING, INC.
Form 5500
FILING_RECEIVED
THOMAS PRECISION MACHINING, INC. EMPLOYEES' 401(K) PROFIT SHARING PLAN & TRUST
401(k) retirement plan
Active participants
151
Accounts w/ balance
157
Plan assets (EOY)
$16.7M
Net assets (EOY)
$16.7M
How this plan invests
This plan
1 pooled trust
Schedule D
21 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
- 39 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 THOMAS PRECISION MACHINING, INC..
Plan sponsor
Name
THOMAS PRECISION MACHINING, INC.
EIN
39-1385167
Address
3278 SOUTH MAIN STREET · RICE LAKE, WI · 54868
Phone
(715) 234-8827
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
2025-06-20
Pension benefit codes
3D · Pre-approved plan (master / prototype / VS)
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)
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN LLP
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 | $27K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL LLC | 04-3046611 | — | ADVISOR | $38K | — |
Investments
20 direct securities · 1 pooled fund· $16.7M(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
$16.4M
20 holdings
Common Collective Trust
$307K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds 2030 Target Retirement Fund | — | — | — | $2.8M | 17.0% | |
| American Funds 2050 Target Retirement Fund | — | — | — | $2.5M | 15.0% | |
| American Funds 2035 Target Retirement Fund | — | — | — | $2.5M | 14.7% | |
| American Funds 2040 Target Retirement Fund | — | — | — | $2.2M | 13.2% | |
| American Funds 2045 Target Retirement Fund | — | — | — | $1.9M | 11.4% | |
| American Funds 2055 Target Retirement Fund | — | — | — | $1.2M | 7.4% | |
| Fidelity Blue Chip Growth Fund | — | — | — | $684K | 4.1% | |
| Fidelity 500 Index Fund | — | — | — | $602K | 3.6% | |
| American Funds 2025 Target Retirement Fund | — | — | — | $516K | 3.1% | |
| Federated Hermes MDT Small Cap Growth Fund 54 American Century Global Real Estate Fund 51 American Funds High Income Fund 51 * Fidelity Mid Cap Index Fund 53 * Fidelity Small Cap Index Fund | — | — | — | $403K | 2.4% | |
| American Funds 2015 Target Retirement Fund | — | — | — | $399K | 2.4% | |
| American Funds 2060 Target Retirement Fund | — | — | — | $341K | 2.0% | |
| PUTNAM STABLE VALUE FUND PUTNAM FIDUCIARY TRUST COMPANY, LLC · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $307K | 1.8% | |
| American Funds 2020 Target Retirement Fund | — | — | — | $99K | 0.6% | |
| American Funds 2065 Target Retirement Fund | — | — | — | $95K | 0.6% | |
| MFS New Discovery Value Fund 52 Vanguard Developed Market Index Fund | — | — | — | $50K | 0.3% | |
| Carillon Eagle Mid-Cap Growth Fund | — | — | — | $6K | <0.1% | |
| Hartford Strategic Income Fund 696 Blackrock Strategic Global Bond Fund 49 Alliance Bernstein Bond Inflation Strategy Fund 94 Vanguard Windsor ADM 51 MFS Mid Cap Value Fund | — | — | — | $5K | <0.1% | |
| Fidelity Total Bond Fund | — | — | — | $5K | <0.1% | |
| American Funds New World Fund | — | — | — | $3K | <0.1% | |
| Fidelity Government Money Market Fund | — | — | — | $2K | <0.1% |
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