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Original filing (PDF)20250922142148NAL0006799763001
PROFILE CUSTOM EXTRUSIONS, LLC
Form 5500
FILING_RECEIVED
PROFILE CUSTOM EXTRUSIONS 401(K) PLAN
401(k) retirement plan
Signals · 2
32% in single holdingNo recordkeeper disclosed
Active participants
129
Accounts w/ balance
101
Plan assets (EOY)
$6.4M
Net assets (EOY)
$6.4M
How this plan invests
This plan
1 pooled trust
Schedule D
28 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
84
Total plan cost
75
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "s * Voya Retirement Insurance Vanguard Target Retirement 2030 Fund N/R" is 32% of plan.
- No recordkeeper disclosed on Schedule C.
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 PROFILE CUSTOM EXTRUSIONS, LLC.
Plan sponsor
Name
PROFILE CUSTOM EXTRUSIONS, LLC
EIN
46-5136673
Address
100 ANDERSON ROAD · ROME, GA · 30161
Phone
(706) 234-7558
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
2025-09-22
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING HOLD CO, LLC | 84-4519624 | — | SERVICE PROVIDER | $0 | — |
| TRINITY PENSION CONSULTANTS INC | 20-4548831 | — | OTHER SERVICES | $0 | — |
Investments
28 direct securities · 1 pooled fund· $12.0M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Pooled Separate Account
$5.6M
1 holding
Uncategorized
$4.4M
27 holdings
Pooled Separate Accounts
$2.1M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VOYA RETIREMENT PSA VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $5.6M | 87.5% | |
| s * Voya Retirement Insurance Vanguard Target Retirement 2030 Fund N/R | Pooled Separate Accounts | — | — | $2.1M | 32.1% | |
| and Annuity Company * Voya Retirement Insurance Vanguard Target Retirement 2040 Fund N/R | — | — | — | $787K | 12.3% | |
| and Annuity Company * Voya Retirement Insurance Vanguard Target Retirement 2025 Fund N/R | — | — | — | $675K | 10.5% | |
| Guaranteed Interest Account * Voya Retirement Insurance Voya Fixed Account N/R | — | — | — | $470K | 7.3% | |
| and Annuity Company * Voya Retirement Insurance Vanguard Target Retirement 2035 Fund N/R | — | — | — | $388K | 6.0% | |
| and Annuity Company Participant Loans * Participant Loans Interest rates: 5.25% - 10.50% $0 | — | — | — | $334K | 5.2% | |
| and Annuity Company * Voya Retirement Insurance Vanguard Target Retirement Income Fund N/R | — | — | — | $232K | 3.6% | |
| and Annuity Company * Voya Retirement Insurance Vanguard Target Retirement 2050 Fund N/R | — | — | — | $225K | 3.5% | |
| and Annuity Company * Voya Retirement Insurance Vanguard Target Retirement 2060 Fund N/R | — | — | — | $223K | 3.5% | |
| and Annuity Company * Voya Retirement Insurance Vanguard Target Retirement 2020 Fund N/R | — | — | — | $220K | 3.4% | |
| and Annuity Company * Voya Retirement Insurance Vanguard Target Retirement 2070 Fund N/R | — | — | — | $219K | 3.4% | |
| and Annuity Company * Voya Retirement Insurance Vanguard Target Retirement 2055 Fund N/R | — | — | — | $196K | 3.1% | |
| and Annuity Company * Voya Retirement Insurance Vanguard Target Retirement 2065 Fund N/R | — | — | — | $91K | 1.4% | |
| and Annuity Company * Voya Retirement Insurance Vanguard Target Retirement 2045 Fund N/R | — | — | — | $51K | 0.8% | |
| and Annuity Company * Voya Retirement Insurance MFS Growth Fund - Class R6 N/R | — | — | — | $49K | 0.8% | |
| and Annuity Company * Voya Retirement Insurance American Funds Washington Mutual Investors N/R | — | — | — | $36K | 0.6% | |
| and Annuity Company FundSM * Voya Retirement Insurance American Funds New Perspective Fund - Class N/R | — | — | — | $33K | 0.5% | |
| and Annuity Company R6 * Voya Retirement Insurance Vanguard Mid-Cap Index Fund - Admiral™ N/R | — | — | — | $20K | 0.3% | |
| and Annuity Company Shares * Voya Retirement Insurance PIMCO Real Return Fund - Institutional Class N/R | — | — | — | $19K | 0.3% | |
| and Annuity Company * Voya Retirement Insurance Pioner Strategic Income Fund - Class K N/R | — | — | — | $17K | 0.3% | |
| and Annuity Company * Voya Retirement Insurance Vanguard 500 Index Fund - Admiral™ Shares N/R | — | — | — | $17K | 0.3% | |
| Voya Retirement Insurance Inv Discovery Fund R6 N/R | — | — | — | $15K | 0.2% | |
| and Annuity Company * Voya Retirement Insurance Franklin Utilities Fund R6 N/R | — | — | — | $13K | 0.2% | |
| and Annuity Company * Voya Retirement Insurance Vanguard REIT Index Fund - Admiral™ Shares N/R | — | — | — | $9K | 0.1% | |
| and Annuity Company * Voya Retirement Insurance American Beacon Small Cap Value Fund - N/R | — | — | — | $6K | 0.1% | |
| and Annuity Company Institution * Voya Retirement Insurance American Beacon Stephens Mid-Cap Growth N/R | — | — | — | $5K | <0.1% | |
| and Annuity Company Fund - Ins * Voya Retirement Insurance American Funds American Balanced Fund - N/R | — | — | — | $5K | <0.1% | |
| and Annuity Company Class R6 * Voya Retirement Insurance Vanguard Real Estate Indx Adm N/R | — | — | — | $3K | <0.1% |
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