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Original filing (PDF)20250916122323NAL0001944769001
PERCONTEE, INC.
Form 5500
FILING_RECEIVED
PERCONTEE, INC./CHANTILLY CRUSHED STONE, INC. PROFIT SHARING PLAN
401(k) retirement plan
Signals · 1
57% in single holding
Active participants
179
Accounts w/ balance
306
Plan assets (EOY)
$24.4M
Net assets (EOY)
$24.4M
How this plan invests
This plan
17 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "T. Rowe Price T. Rowe Price Retirement 2020 Fund" is 57% of plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PERCONTEE, INC..
Plan sponsor
Name
PERCONTEE, INC.
EIN
52-0564430
Address
11900 TECH ROAD · SILVER SPRING, MD · 20904
Phone
(301) 622-0100
Industry
Mining, Quarrying, Oil & Gassee 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
2025-09-16
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
2U · Association Retirement Plan
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
UHY LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $29K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WELLS FARGO ADVISORRS, LLC | — | CHARLOTTE, NC | INVESTMENT ADVISOR | $27K | — |
Investments
17 direct securities· $23.7M(97% of reported assets)
Uncategorized
$23.0M
16 holdings
Mutual Funds
$669K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| T. Rowe Price T. Rowe Price Retirement 2020 Fund | — | — | — | $13.5M | 55.6% | |
| Vanguard 500 Index Fund - Admiral | — | — | — | $1.9M | 7.8% | |
| American Funds American Funds 2035 Target Date Fund R6 | — | — | — | $1.7M | 7.2% | |
| American Funds American Funds 2045 Target Date Fund R6 | — | — | — | $1.3M | 5.4% | |
| Vanguard Federal Money Market Inv | — | — | — | $1.3M | 5.3% | |
| JPMorgan Large Cap Growth R6 | — | — | — | $801K | 3.3% | |
| American Funds American Funds 2025 Target Date Fund R6 | Mutual Funds | — | — | $669K | 2.7% | |
| American Funds American Funds 2055 Target Date Fund R6 | — | — | — | $386K | 1.6% | |
| Dodge & Cox Dodge & Cox Stock Fund - I | — | — | — | $376K | 1.5% | |
| Fidelity Small Cap Growth | — | — | — | $371K | 1.5% | |
| John Hancock JHancock Balanced R6 | — | — | — | $289K | 1.2% | |
| Macquarie Funds Macquarie Small Cap Core R6 | — | — | — | $225K | 0.9% | |
| Vanguard Short-Term Federal Adm | — | — | — | $225K | 0.9% | |
| JPMorgan Mid Cap Growth R6 | — | — | — | $209K | 0.9% | |
| Vanguard Developed Markets Index Admiral | — | — | — | $169K | 0.7% | |
| Invesco Core Bond R6 | — | — | — | $89K | 0.4% | |
| Hartford Funds Hartford International Opportunities R6 | — | — | — | $54K | 0.2% |
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