Back to filter
Original filing (PDF)20251003102621NAL0000788755001
PRECISION ASSOCIATES, INC.
Form 5500
FILING_RECEIVED
PRECISION ASSOCIATES, INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
30% in single holding
Active participants
199
Accounts w/ balance
290
Plan assets (EOY)
$22.0M
Net assets (EOY)
$22.0M
How this plan invests
This plan
11 pooled trusts
Schedule D
11 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
85
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "[DFE: T. ROWE PRICE RETIREMENT BLEND SELECT TRUST 2025 (extraction pending)]" is 30% of plan.
Helping the score
- Below-peer total fees (16 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PRECISION ASSOCIATES, INC..
Plan sponsor
Name
PRECISION ASSOCIATES, INC.
EIN
41-0763581
Address
3800 NORTH WASHINGTON AVENUE · MINNEAPOLIS, MN · 55412
Phone
(612) 334-9116
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
2025-10-03
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)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
COPELAND BUHL
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $35K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $1K | — |
Investments
11 pooled funds· $11.4M(52% 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.
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| T ROWE PRICE RET BLEND SCT TST 2025 GREAT GRAY · EIN 38-7271343 / PN 737 | Common Collective Trust | — | — | $3.4M | 15.6% | |
| T ROWE PRICE RET BLEND SCT TST 2035 GREAT GRAY · EIN 38-7271345 / PN 739 | Common Collective Trust | — | — | $2.1M | 9.6% | |
| T ROWE PRICE RET BLEND SCT TST 2050 GREAT GRAY · EIN 38-7271348 / PN 742 | Common Collective Trust | — | — | $1.2M | 5.5% | |
| PUTNAM STABLE VALUE FUND PUTNAM INVESTMENTS · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $1.1M | 5.0% | |
| T ROWE PRICE RET BLEND SCT TST 2045 GREAT GRAY · EIN 38-7271347 / PN 741 | Common Collective Trust | — | — | $1.1M | 4.9% | |
| T ROWE PRICE RET BLEND SCT TST 2055 GREAT GRAY · EIN 38-7271349 / PN 743 | Common Collective Trust | — | — | $782K | 3.5% | |
| T ROWE PRICE RET BLEND SCT TST 2030 GREAT GRAY · EIN 38-7271344 / PN 738 | Common Collective Trust | — | — | $497K | 2.3% | |
| T ROWE PRICE RET BLEND SCT TST 2040 GREAT GRAY · EIN 38-7271346 / PN 740 | Common Collective Trust | — | — | $445K | 2.0% | |
| T ROWE PRICE RET BLEND SCT TST 2060 GREAT GRAY · EIN 38-7271350 / PN 744 | Common Collective Trust | — | — | $304K | 1.4% | |
| T ROWE PRICE RET BLEND SCT TST 2020 GREAT GRAY · EIN 38-7271342 / PN 736 | Common Collective Trust | — | — | $216K | 1.0% | |
| T ROWE PRICE RET BLEND SCT TST 2065 GREAT GRAY · EIN 38-7271351 / PN 745 | Common Collective Trust | — | — | $189K | 0.9% |
Related plans
Other plans using EMPOWER ANNUITY INSURANCE COMPANY
SOUTHWEST AIRLINES CO.
SOUTHWEST AIRLINES CO. RETIREMENT SAVINGS PLAN
$17.0B · 74,221 participants
ABBVIE INC.
ABBVIE SAVINGS PLAN
$13.4B · 28,506 participants
ADVOCATE AURORA HEALTH, INC
ADVOCATE AURORA HEALTH 401(K) PLAN
$10.5B · 83,445 participants
BECHTEL GLOBAL CORPORATION
BECHTEL TRUST & THRIFT PLAN
$6.1B · 8,546 participants
BLOOMBERG L.P.
BLOOMBERG L.P. 401(K) PLAN
$5.7B · 14,853 participants
SCHNEIDER ELECTRIC HOLDINGS, INC.
SCHNEIDER ELECTRIC 401(K) PLAN
$5.1B · 20,597 participants
Similar-size Manufacturing plans
TITAN INTERNATIONAL, INC.
TITAN TIRE CORPORATION SAVINGS PLAN
$22.0M · 633 participants
TECHNICAL RUBBER COMPANY, INC.
TECHNICAL RUBBER COMPANY, INC. EMPLOYEES' PROFIT SHARING AND 401(K) PLAN
$21.9M · 170 participants
ZEON CHEMICALS L. P.
ZEON CHEMICALS L.P. SAVINGS PLAN FOR WAGE EMPLOYEES
$21.6M · 95 participants
FLEXFAB HORIZONS INTERNATIONAL
FLEXFAB PENSION PLAN
$22.8M · 105 participants
MBL (USA) CORPORATION
MBL (USA) CORPORATION 401(K) SAVINGS PLAN
$23.2M · 186 participants
UTEX INDUSTRIES, INC.
UTEX INDUSTRIES, INC. EMPLOYEES' 401(K) PLAN
$20.7M · 394 participants
Large plans in Minnesota
WELLS FARGO & COMPANY
WELLS FARGO & COMPANY 401(K) PLAN
$57.9B · 167,176 participants
UNITED HEALTHCARE SERVICES INC.
UNITEDHEALTH GROUP 401(K) SAVINGS PLAN MASTER TRUST
$31.0B
MINNESOTA LIFE INSURANCE COMPANY
MASTER SEPARATE ACCOUNT
$29.2B
UNITEDHEALTH GROUP INCORPORATED
UNITEDHEALTH GROUP 401(K) SAVINGS PLAN
$26.6B · 199,134 participants
TARGET CORPORATION
TARGET CORPORATION 401(K) PLAN
$14.4B · 427,999 participants
TARGET CORPORATION
TARGET CORPORATION 401(K) MASTER TRUST
$14.2B