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Original filing (PDF)20251009091531NAL0011135984001
PLASTIC COMPONENTS, INC. (PCI)
Form 5500
FILING_RECEIVED
PCI 401(K) PLAN
401(k) retirement plan
Signals · 1
~105 bps in Sched C fees
Active participants
188
Accounts w/ balance
209
Plan assets (EOY)
$9.2M
Net assets (EOY)
$9.2M
How this plan invests
This plan
23 pooled trusts
Schedule D
26 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
65
Vendor stack
100
Participation health
100
Knocking points off
- 105 bps in Schedule C fees — 102% above peer band of 52 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PLASTIC COMPONENTS, INC. (PCI).
Plan sponsor
Name
PLASTIC COMPONENTS, INC. (PCI)
EIN
39-1640538
Address
N116 W18271 MORSE DRIVE · GERMANTOWN, WI · 53022
Phone
(262) 253-0353
Industry
Retail Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
005
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-09
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
PLANTE & MORAN, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE | — | — | RECORDKEEPER | $26K | — |
Advisor / Consultant
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS | — | — | INVESTMENT ADVISOR | $26K | — |
| WELLTH ADVISORY SERVICS, LLC | — | — | INVESTMENT ADVISOR | $14K | — |
| EMPOWER ADVISORY ASSETS GROUP, LLC | — | — | INVESTMENT MANAGEMENT | $14K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PENSION CONSULTANTS CO., INC. | 39-1894140 | — | TPA | $16K | — |
Investments
14 direct securities · 23 pooled funds· $9.6M(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.
Common Collective Trust
$5.3M
23 holdings
Uncategorized
$4.3M
14 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| NUVEEN LIFECYCLE INDEX 2035 R SEI TRUST COMPANY · EIN 27-3441498 / PN 043 | Common Collective Trust | — | — | $1.2M | 13.5% | |
| Fidelity 500 INDEX | — | — | — | $1.1M | 11.7% | |
| NUVEEN LIFECYCLE INDEX 2040 R SEI TRUST COMPANY · EIN 27-3441498 / PN 043 | Common Collective Trust | — | — | $791K | 8.6% | |
| FIDELITY US BOND INDEX | — | — | — | $701K | 7.6% | |
| NUVEEN LIFECYCLE INDEX 2050 R SEI TRUST COMPANY · EIN 27-3441498 / PN 043 | Common Collective Trust | — | — | $607K | 6.6% | |
| FIDELITY TOTAL INTERNATIONAL INDEX | — | — | — | $544K | 5.9% | |
| NUVEEN LIFECYCLE INDEX 2045 R SEI TRUST COMPANY · EIN 27-3441498 / PN 043 | Common Collective Trust | — | — | $485K | 5.3% | |
| NUVEEN LIFECYCLE INDEX 2055 R SEI TRUST COMPANY · EIN 27-3441498 / PN 043 | Common Collective Trust | — | — | $436K | 4.7% | |
| NUVEEN LIFECYCLE INDEX 2060 R SEI TRUST COMPANY · EIN 27-3441498 / PN 043 | Common Collective Trust | — | — | $436K | 4.7% | |
| NUVEEN LIFECYCLE INDEX 2060 R SEI TRUST COMPANY · EIN 27-3441498 / PN 043 | Common Collective Trust | — | — | $406K | 4.4% | |
| Goldman Sachs GOLDMAN SACHS FS GOVERNMENT FST | — | — | — | $367K | 4.0% | |
| FIDELITY SMALL CAP INDEX | — | — | — | $345K | 3.8% | |
| NUVEEN LIFECYCLE INDEX 2025 R SEI TRUST COMPANY · EIN 27-3441498 / PN 043 | Common Collective Trust | — | — | $343K | 3.7% | |
| NUVEEN LIFECYCLE INDEX 2030 R SEI TRUST COMPANY · EIN 27-3441498 / PN 043 | Common Collective Trust | — | — | $229K | 2.5% | |
| AB US LRG CAP GROWTH CIT W SERIES P AST WILMINGTON TRUST · EIN 38-4116831 / PN 509 | Common Collective Trust | — | — | $219K | 2.4% | |
| Janus Henderson JANUS HENDERSON OVERSEAS N | — | — | — | $215K | 2.3% | |
| FIDELITY MID CAP INDEX | — | — | — | $204K | 2.2% | |
| FIDELITY ADVISOR TOTAL BOND I | — | — | — | $187K | 2.0% | |
| Participants** Participant notes receivable with interest rates ranging from 4.16 to 9.50 percent at December 31, 2024 - | — | — | — | $167K | 1.8% | |
| MassMutual SELECT MID CAP GROWTH R5 | — | — | — | $141K | 1.5% | |
| JPMorgan EQUITY INCOME R6 | — | — | — | $135K | 1.5% | |
| MFS MID CAP VALUE R3 | — | — | — | $93K | 1.0% | |
| NUVEEN LIFECYCLE INDEX 2020 R SEI TRUST COMPANY · EIN 27-3441498 / PN 043 | Common Collective Trust | — | — | $72K | 0.8% | |
| BlackRock STRATEGIC INCOME OPPS INSTL | — | — | — | $58K | 0.6% | |
| Principal SMALLCAP R-6 | — | — | — | $54K | 0.6% | |
| NUVEEN LIFECYCLE INDEX RET INC R SEI TRUST COMPANY · EIN 27-3441498 / PN 043 | Common Collective Trust | — | — | $51K | 0.6% | |
| NUVEEN LIFECYCLE INDEX 2010 R SEI TRUST COMPANY · EIN 27-3441498 / PN 043 | Common Collective Trust | — | — | $25K | 0.3% | |
| PUTNAM RETIREMENT ADV TRST 2050 PUTNAM INVESTMENTS · EIN 26-0787670 / PN 258 | Common Collective Trust | — | — | $0 | <0.1% | |
| PUTNAM RETIREMENT ADV TRST 2035 PUTNAM INVESTMENTS · EIN 26-0787945 / PN 261 | Common Collective Trust | — | — | $0 | <0.1% | |
| PUTNAM RETIREMENT ADV TRST 2040 PUTNAM INVESTMENTS · EIN 26-1384398 / PN 260 | Common Collective Trust | — | — | $0 | <0.1% | |
| PUTNAM RETIREMENT ADV TRST 2030 PUTNAM INVESTMENTS · EIN 26-0788040 / PN 262 | Common Collective Trust | — | — | $0 | <0.1% | |
| PUTNAM RETIREMENT ADV TRST 2045 PUTNAM INVESTMENTS · EIN 26-1208510 / PN 259 | Common Collective Trust | — | — | $0 | <0.1% | |
| PUTNAM RETIREMENT ADV TRST 2025 PUTNAM INVESTMENTS · EIN 26-1384344 / PN 263 | Common Collective Trust | — | — | $0 | <0.1% | |
| PUTNAM RETIREMENT ADV TRST MAT PUTNAM INVESTMENTS · EIN 26-0788428 / PN 268 | Common Collective Trust | — | — | $0 | <0.1% | |
| PUTNAM RETIREMENT ADV TRST 2060 PUTNAM INVESTMENTS · EIN 27-3616920 / PN 273 | Common Collective Trust | — | — | $0 | <0.1% | |
| PUTNAM RETIREMENT ADV TRST 2050 PUTNAM INVESTMENTS · EIN 27-3616920 / PN 275 | Common Collective Trust | — | — | $0 | <0.1% | |
| PUTNAM RETIREMENT ADV TRST 2055 PUTNAM INVESTMENTS · EIN 27-6316920 / PN 275 | Common Collective Trust | — | — | $0 | <0.1% |