Precision Strategies, LLC's EIN is 46-2668034.
Download the official 2024 Form 5500 (PDF) for Precision Strategies, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Precision Strategies, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VANGUARD GROUP | 23-1945930 | VALLEY FORGE, PA | RECORDKEEPING | $11K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JM PENSION ADVISORY, INC. | 52-1910770 | ROCKVILLE, MD | TPA | $1K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| similar party investment Cost** Current value * Vanguard Balanced Index Inv Mutual Fund | Mutual Funds | — | — | $7.3M | 69.4% | |
| Vanguard Total Stock Market Index Adm Mutual Fund | Common Collective Trusts | — | — | $1.6M | 15.0% | |
| Vanguard Dividend Growth Inv Mutual Fund | Mutual Funds | — | — | $370K | 3.5% | |
| Macquarie Science And Technology Y Mutual Fund | Other securities | — | — | $237K | 2.3% | |
| Parnassus Core Equity Inst Mutual Fund | Other securities | — | — | $168K | 1.6% | |
| Oakmark Global Investor Mutual Fund | Other securities | — | — | $138K | 1.3% | |
| Vanguard Small-Cap Index Inv Mutual Fund | Mutual Funds | — | — | $113K | 1.1% | |
| Vanguard Total Bond Market Index Inv Mutual Fund | Mutual Funds | — | — | $82K | 0.8% | |
| Cromwell Long Short Instl Mutual Fund | Other securities | — | — | $26K | 0.2% | |
| Lord Abbett Short Duration Income I Mutual Fund | Mutual Funds | — | — | $16K | 0.2% | |
| Vanguard Short-Term Invest Grade Inv Mutual Fund | Mutual Funds | — | — | $9K | <0.1% | |
| Templeton Global Total Return Adv Mutual Fund | Mutual Funds | — | — | $7K | <0.1% | |
| Invesco EQV European Equity Y Mutual Fund | Mutual Funds | — | — | $4K | <0.1% | |
| Vanguard Wellesley Income Adm Mutual Fund | Mutual Funds | — | — | $4K | <0.1% | |
| Parametric Emerging Markets A Mutual Fund | Other securities | — | — | $3K | <0.1% | |
| Bearing interest * Notes receivable from participants of 6.75% - $ | Bonds / Notes | — | — | $2K | <0.1% | |
| Matthews Asian Growth and Income Fund Mutual Fund | Other securities | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
