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Original filing (PDF)20251016083153NAL0006478641001
PANGBORN LLC
Form 5500
FILING_RECEIVED
PANGBORN LLC 401(K) PLAN
401(k) retirement plan
Signals · 1
36% in single holding
Active participants
84
Accounts w/ balance
107
Plan assets (EOY)
$13.9M
Net assets (EOY)
$13.9M
How this plan invests
This plan
1 pooled trust
Schedule D
9 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
96
/ 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
82
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Fidelity Management Trust Company Baird Aggregate Bd; Inst" is 36% of plan.
Helping the score
- Below-peer total fees (13 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PANGBORN LLC.
Plan sponsor
Name
PANGBORN LLC
EIN
52-1456658
Address
4630 COATES DR · FAIRBURN, GA · 30213
Phone
(404) 665-5623
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
004
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-16
Pension benefit codes
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)
3B · Covers self-employed individuals
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
ANGELA MILES CPA
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $18K | — |
Investments
9 direct securities · 1 pooled fund· $3.5M(25% 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.
Uncategorized
$3.3M
9 holdings
Common Collective Trust
$233K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Management Trust Company Baird Aggregate Bd; Inst | — | — | $1.2M | $1.2M | 8.7% | |
| Fidelity Management Trust Company Schroder Value Long Duration Trust CL 4 | — | — | $729K | $700K | 5.0% | |
| Fidelity Management Trust Company Fidelity 500 Index Fundadvantage In | — | — | $377K | $531K | 3.8% | |
| Fidelity Management Trust Company American Funds EUPAC R6 | — | — | $346K | $343K | 2.5% | |
| CT STABLE GOVT I-0 AMERIPRISE TRUST COMPANY · EIN 41-0007957 / PN 058 | Common Collective Trust | — | — | $233K | 1.7% | |
| Fidelity Management Trust Company JPMorgan Emerging Markets Equity R6 | — | — | $167K | $161K | 1.2% | |
| Fidelity Management Trust Company Cohen & Steers Instl Realty Sh | — | — | $110K | $112K | 0.8% | |
| Fidelity Management Trust Company Nationwide WCM Focused Sm Cp Instl Svc | — | — | $88K | $92K | 0.7% | |
| Fidelity Management Trust Company Clearbridge Small Cap Growth I | — | — | $97K | $91K | 0.7% | |
| Fidelity Management Trust Company Government MM - K6 | — | — | $69K | $69K | 0.5% |
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