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Original filing (PDF)20251015113212NAL0002330899001
PMC SMART SOLUTIONS LLC
Form 5500
FILING_RECEIVED
PMC PENSION TRUST
Defined-benefit pension plan
Signals · 1
98% in single holding
Active participants
24
Accounts w/ balance
—
Plan assets (EOY)
$6.4M
Net assets (EOY)
$6.4M
How this plan invests
This plan
3 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
86
/ 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
75
Vendor stack
75
Participation health
100
Knocking points off
- Top holding "New York Life Insurance Company Pension annuity contract" is 98% of plan.
- Plan is frozen (1I) — no new benefit accrual.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PMC SMART SOLUTIONS LLC.
Plan sponsor
Name
PMC SMART SOLUTIONS LLC
EIN
46-2987430
Address
9825 KENWOOD RD STE 302 · BLUE ASH, OH · 452426252
Phone
(513) 921-5040
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
2025-10-15
Pension benefit codes
1A · Pay-related DB formula
1I · Frozen plan — no new benefit accrual
Audit & trust (Schedule H)
Auditor
CLARK SCHAEFER HACKETT
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
3 direct securities· $6.4M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| New York Life Insurance Company Pension annuity contract | — | — | $6.3M | $6.3M | 98.3% | |
| River Cities Capital Fund IV (NQP), L.P. Limited partnership | — | — | $463K | $69K | 1.1% | |
| Fidelity Investments Money Market Fund Money market fund | — | — | $36K | $36K | 0.6% |
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