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Original filing (PDF)20250805123554NAL0002208992001
PRECISION TOXICOLOGY, LLC
Form 5500
FILING_RECEIVED
PRECISION DIAGNOSTICS 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Signals · 2
75% in single holdingNo recordkeeper disclosed
Active participants
363
Accounts w/ balance
476
Plan assets (EOY)
$17.2M
Net assets (EOY)
$17.2M
How this plan invests
This plan
3 pooled trusts
Schedule D
2 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 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
75
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "[DFE: STATE ST. S&P 500 INDX SL C1 II (no filing on disk)]" is 75% of plan.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PRECISION TOXICOLOGY, LLC.
Plan sponsor
Name
PRECISION TOXICOLOGY, LLC
EIN
45-3717894
Address
4215 SORRENTO VALLEY BLVD · SAN DIEGO, CA · 92121
Phone
(800) 635-6901
Industry
Health Care & Social Assistancesee 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
2025-08-05
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)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
PRICEKUBECKA, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EDWARD D JONES & CO. LP | — | ST. LOUIS, MO | INVESTMENT ADVISOR | $38K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NOVA 401(K) ASSOCIATES | — | HOUSTON, TX | CONTRACT ADMIN | $0 | — |
Investments
3 pooled funds· $4.0M(23% 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
$3.0M
2 holdings
Pooled Separate Account
$1.0M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| STATE ST. S&P 500 INDX SL C1 II STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 04-0025081 / PN 000 | Common Collective Trust | — | — | $3.0M | 17.6% | |
| AMCENTURY SMALL CAP VALUE EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 849 | Pooled Separate Account | — | — | $1.0M | 5.8% | |
| WESTERN ASSET CORE PLUS BOND CIF R1 BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 99-0042880 / PN 000 | Common Collective Trust | — | — | $0 | <0.1% |
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