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Original filing (PDF)20251015101343NAL0004270657001
POWER COMPONENT SYSTEMS, INC.
Form 5500
FILING_RECEIVED
POWER COMPONENT SYSTEMS, INC. EMPLOYEE 401(K)/PROFIT SHARING PLAN
401(k) retirement plan
Signals · 1
26% in single holding
Active participants
268
Accounts w/ balance
314
Plan assets (EOY)
$15.1M
Net assets (EOY)
$15.1M
How this plan invests
This plan
37 pooled trusts
Schedule D
34 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
87
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "FlexPATH FlexPath Index+ Moderate 2035 Fund -" is 26% of plan.
- 48 bps in Schedule C fees — 65% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for POWER COMPONENT SYSTEMS, INC..
Plan sponsor
Name
POWER COMPONENT SYSTEMS, INC.
EIN
52-1197676
Address
7526 CONNELLY DRIVE · SUITE R · HANOVER, MD · 21076
Phone
(410) 760-0022
Industry
Constructionsee 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
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
REGAN, SCHICKNER,& HARPER LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK RETIREMENT PLAN SERV | 01-0233346 | — | RECORDKEEPER | $33K | — |
Broker
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WELLTH ADVISORY SERVICES, LLC | — | — | BROKER DEALER | $17K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COASTAL PENSION SERVICES | 52-1053785 | — | TPA | $7K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT | 47-1411118 | — | SERVICE PROVIDER | $15K | — |
Investments
3 direct securities · 37 pooled funds· $15.5M(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.
Common Collective Trust
$10.9M
16 holdings
Pooled Separate Account
$3.6M
21 holdings
Uncategorized
$976K
3 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FLEXPATH IDX MOD 2035 R1 JOHN HANCOCK TRUST COMPANY · EIN 01-0233346 / PN 000 | Common Collective Trust | — | — | $3.9M | 25.6% | |
| FLEXPATH IDX MOD 2045 R1 JOHN HANCOCK TRUST COMPANY · EIN 01-0233346 / PN 000 | Common Collective Trust | — | — | $2.2M | 14.4% | |
| FLEXPATH MOD RET R1 JOHN HANCOCK TRUST COMPANY · EIN 01-0233346 / PN 000 | Common Collective Trust | — | — | $1.9M | 12.5% | |
| FLEXPATH IDX MOD 2055 R1 JOHN HANCOCK TRUST COMPANY · EIN 01-0233346 / PN 000 | Common Collective Trust | — | — | $1.3M | 8.9% | |
| FIDELITY 500 IDX FD INST PREM JOHN HANCOCK TRUST COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $790K | 5.2% | |
| JOHN HANCOCK STABLE VAL RD R6 JOHN HANCOCK TRUST COMPANY · EIN 01-0233346 / PN 000 | Common Collective Trust | — | — | $752K | 5.0% | |
| Participant loans bearing interest at a rate of 4.25% - 9.50%, - | — | — | — | $546K | 3.6% | |
| JP MORGAN LARGE GROWTH R6 JOHN HANCOCK TRUST COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $498K | 3.3% | |
| FLEXPATH IDX AGGR 2045 R1 JOHN HANCOCK TRUST COMPANY · EIN 01-0233346 / PN 000 | Common Collective Trust | — | — | $328K | 2.2% | |
| Wilmington Trust Wilmington Large Cap Fund - | — | — | — | $308K | 2.0% | |
| WILMNGTON LG CAP VALUE FD R1 JOHN HANCOCK TRUST COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $308K | 2.0% | |
| INFO TECH IDX FUND JOHN HANCOCK TRUST COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $300K | 2.0% | |
| PGIM HIGH YIELD R6 JOHN HANCOCK TRUST COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $293K | 1.9% | |
| FIDELITY MID CAP IDX INST PREM JOHN HANCOCK TRUST COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $247K | 1.6% | |
| SMALL CAP VAL FUND JOHN HANCOCK TRUST COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $182K | 1.2% | |
| INTERNATIONAL GROWTH FUND JOHN HANCOCK TRUST COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $165K | 1.1% | |
| AMERICAN NEW PERSPECTIVE R6 JOHN HANCOCK TRUST COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $161K | 1.1% | |
| TOTAL BOND MARKET INDEX FUND JOHN HANCOCK TRUST COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $143K | 0.9% | |
| FLEXPATH IDX MOD 2065 R1 JOHN HANCOCK TRUST COMPANY · EIN 01-0233346 / PN 000 | Common Collective Trust | — | — | $129K | 0.9% | |
| Vanguard Total World Stock Index Fund - | — | — | — | $123K | 0.8% | |
| VANGUARD TTL WRLD STK IDX ADM JOHN HANCOCK TRUST COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $123K | 0.8% | |
| FLEXPATH IDX CONS RET R1 JOHN HANCOCK TRUST COMPANY · EIN 01-0233346 / PN 000 | Common Collective Trust | — | — | $120K | 0.8% | |
| ENERGY INDEX FUND JOHN HANCOCK TRUST COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $108K | 0.7% | |
| FLEXPATH IDX CONS 2035 R1 JOHN HANCOCK TRUST COMPANY · EIN 01-0233346 / PN 000 | Common Collective Trust | — | — | $90K | 0.6% | |
| FLEXPATH IDX CONS 2045 R1 JOHN HANCOCK TRUST COMPANY · EIN 01-0233346 / PN 000 | Common Collective Trust | — | — | $84K | 0.6% | |
| REIT INDEX FUND JOHN HANCOCK TRUST COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $83K | 0.6% | |
| SMALL CAP GROWTH IDX JOHN HANCOCK TRUST COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $81K | 0.5% | |
| FLEXPATH IDX AGGR 2055 R1 JOHN HANCOCK TRUST COMPANY · EIN 01-0233346 / PN 000 | Common Collective Trust | — | — | $56K | 0.4% | |
| FLEXPATH IDX CONS 2055 R1 JOHN HANCOCK TRUST COMPANY · EIN 01-0233346 / PN 000 | Common Collective Trust | — | — | $55K | 0.4% | |
| FIDELITY SM CAP IDX INST PREM JOHN HANCOCK TRUST COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $53K | 0.4% | |
| FLEXPATH IDX AGGR 2035 R1 JOHN HANCOCK TRUST COMPANY · EIN 01-0233346 / PN 000 | Common Collective Trust | — | — | $34K | 0.2% | |
| T ROWE PRICE DIVERS MC GRWTH I JOHN HANCOCK TRUST COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $23K | 0.1% | |
| MID-CAP VAL INDEX ADMIN JOHN HANCOCK TRUST COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $21K | 0.1% | |
| UTILITIES INDEX FUND JOHN HANCOCK TRUST COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $13K | <0.1% | |
| BLACKROCK TOTAL RETURN FUND JOHN HANCOCK TRUST COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $4K | <0.1% | |
| FLEXPATH IDX AGGR RET R1 JOHN HANCOCK TRUST COMPANY · EIN 01-0233346 / PN 000 | Common Collective Trust | — | — | $3K | <0.1% | |
| FLEXPATH IDX MOD 2025 R1 JOHN HANCOCK TRUST COMPANY · EIN 01-0233346 / PN 000 | Common Collective Trust | — | — | $0 | <0.1% | |
| HIGH YIELD CORP ADML JOHN HANCOCK TRUST COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| MID CAP GROWTH R1 JOHN HANCOCK TRUST COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| FLEXPATH IDX CONS 2025 R1 JOHN HANCOCK TRUST COMPANY · EIN 01-0233346 / PN 000 | Common Collective Trust | — | — | $0 | <0.1% |
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