How big is PMC Smart Solutions, LLC's plan?

PMC Smart Solutions, LLC's plan reported $11.0M in assets and 185 participants for 2024.

Original filing (PDF)20251015133515NAL0002373411001

PMC Smart Solutions, LLC

Name: PMC Smart Solutions, LLC — PMC 401(k) Retirement, Form 5500 (2024)
Creator: PMC Smart Solutions, LLC
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

PMC 401(k) Retirement Plan

401(k) retirement plan · PMC Smart Solutions, LLC's PMC 401(k) Retirement Plan held $11.0M in plan assets for 185 participants in 2024, with Fidelity as recordkeeper.

Signals · 1

Self-directed brokerage offered

Active participants

185

Accounts w/ balance

187

Plan assets (EOY)

$11.0M

Net assets (EOY)

$11.0M

People on this filing

Dale Turner signed PMC Smart Solutions, LLC's 2024 Form 5500 as plan administrator.

Dale Turner — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

PMC Smart Solutions, LLC's EIN is 46-2987430.

EIN 46-2987430

Plan number 002

Plan year 2024

ACK ID 20251015133515NAL0002373411001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for PMC Smart Solutions, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

PMC Smart Solutions, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA), a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PMC SMART SOLUTIONS, LLC.

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How this plan invests

This plan

25 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Plan sponsor

Name

PMC SMART SOLUTIONS, LLC

EIN

all filings

Address

9825 KENWOOD ROAD · SUITE 302 · CINCINNATI, OH · 45242

Phone

(317) 421-2522

Industry

Manufacturing

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-15

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)

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$17K	—

Investments

25 direct securities· $11.0M(100% of reported assets)

Other securities

$5.8M

12 holdings

Mutual Funds

$2.8M

9 holdings

Common Collective Trusts

$2.1M

2 holdings

Participant loans

$256K

1 holding

Self-Directed Brokerage

$41K

1 holding

					% of plan
Fidelity 500 Index Fund Mutual fund	Common Collective Trusts	—	—	$1.7M	15.0%
JPMorgan SmartRetirement 2040 Fund Mutual fund	Other securities	—	—	$1.2M	10.5%
JPMorgan SmartRetirement 2030 Fund Mutual fund	Other securities	—	—	$1.1M	9.9%
JPMorgan SmartRetirement 2035 Fund Mutual fund	Other securities	—	—	$1.1M	9.6%
Fidelity Blue Chip Growth Fund Mutual fund	Mutual Funds	—	—	$983K	8.9%
JPMorgan SmartRetirement 2045 Fund Mutual fund	Other securities	—	—	$803K	7.3%
Fidelity OTC Portfolio Mutual fund	Mutual Funds	—	—	$537K	4.9%
JPMorgan SmartRetirement 2025 Fund Mutual fund	Other securities	—	—	$527K	4.8%
Fidelity International Index Fund Mutual fund	Common Collective Trusts	—	—	$434K	3.9%
Fidelity Mid Cap Stock Fund Mutual fund	Mutual Funds	—	—	$405K	3.7%
JPMorgan SmartRetirement 2060 Fund Mutual fund	Other securities	—	—	$329K	3.0%
Fidelity Small Cap Discovery Fund Mutual fund	Mutual Funds	—	—	$316K	2.9%
JPMorgan SmartRetirement 2050 Fund Mutual fund	Other securities	—	—	$267K	2.4%
JPMorgan SmartRetirement 2055 Fund Mutual fund	Other securities	—	—	$256K	2.3%
Participant loans - $	Participant loans	—	—	$256K	2.3%
Fidelity Puritan Fund Mutual fund	Mutual Funds	—	—	$213K	1.9%
JPMorgan SmartRetirement 2020 Fund Mutual fund	Other securities	—	—	$203K	1.8%
Fidelity Total Bond Fund Mutual fund	Mutual Funds	—	—	$110K	1.0%
MFS International Diversification Fund Class R6 Mutual fund	Mutual Funds	—	—	$102K	0.9%
JPMorgan SmartRetirement Income Select Fund Mutual fund	Other securities	—	—	$86K	0.8%
Vanguard Real Estate Index Admiral Mutual fund	Mutual Funds	—	—	$80K	0.7%
Self-directed brokerage accounts	Self-Directed Brokerage	—	—	$41K	0.4%
Victory Sycamore Established Value Fund Mutual fund	Other securities	—	—	$33K	0.3%
Fidelity Retirement Government Money Mkt Port Money market fund	Mutual Funds	—	—	$32K	0.3%
JPMorgan Equity Income Fund Mutual fund	Other securities	—	—	$31K	0.3%