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Original filing (PDF)20251006113106NAL0003564161001
PRECISION ANALYTICAL, INC.
Form 5500
FILING_RECEIVED
PRECISION ANALYTICAL, INC. 401(K) PLAN
401(k) retirement plan
Active participants
128
Accounts w/ balance
152
Plan assets (EOY)
$6.3M
Net assets (EOY)
$6.3M
How this plan invests
This plan
16 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
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PRECISION ANALYTICAL, INC..
Plan sponsor
Name
PRECISION ANALYTICAL, INC.
EIN
45-5060921
Address
3138 NE RIVERGATE STREET · SUITE 301C · MCMINNVILLE, OR · 97128
Phone
(503) 687-2050
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
2025-10-06
Pension benefit codes
2A · Age/service weighted or new comparability
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)
Audit & trust (Schedule H)
Auditor
BDG-CPAS
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NEWPORT GROUP, INC. | 27-2037969 | — | RECORDKEEPER | $28K | — |
Investments
16 direct securities· $6.3M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard 500 Index Fund Admiral Shares Mutual Funds | — | — | — | $1.2M | 19.6% | |
| American Funds American Balanced Fund Class R-6 Mutual Funds | — | — | — | $1.2M | 18.5% | |
| Vanguard Target Retirement 2045 Fund Mutual Funds | — | — | — | $797K | 12.7% | |
| T. Rowe Price Growth Stock Fund Mutual Funds | — | — | — | $595K | 9.5% | |
| Vanguard Mid-Cap Index Fund Admiral Shares Mutual Funds | — | — | — | $466K | 7.4% | |
| Vanguard Equity-Income Fund Admiral Shares Mutual Funds | — | — | — | $462K | 7.4% | |
| Vanguard Target Retirement 2055 Fund Mutual Funds | — | — | — | $274K | 4.4% | |
| American Funds EuroPacific Growth Fund Class R-6 Mutual Funds | — | — | — | $261K | 4.2% | |
| American Funds New World Fund Class R-6 Mutual Funds | — | — | — | $252K | 4.0% | |
| Vanguard Small-Cap Index Fund Admiral Shares Mutual Funds | — | — | — | $234K | 3.7% | |
| Dodge & Cox Income Fund Class X Mutual Funds | — | — | — | $228K | 3.6% | |
| Vanguard Target Retirement 2035 Fund Mutual Funds | — | — | — | $101K | 1.6% | |
| Participant loans various maturities -0- | — | — | — | $75K | 1.2% | |
| Vanguard Wellesley Income Fund Admiral Shares Mutual Funds | — | — | — | $72K | 1.2% | |
| JPMorgan U.S. Government Money Market Fund - Institutional Interest-bearing cash | — | — | — | $72K | 1.1% | |
| Vanguard Target Retirement 2065 Fund Mutual Funds | — | — | — | $5K | <0.1% |
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