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Original filing (PDF)20251015103905NAL0002258019001
PRECISE SYSTEMS, INC.
Form 5500
FILING_RECEIVED
PRECISE SYSTEMS, INC. 401(K) PLAN
401(k) retirement plan
Active participants
1,312
Accounts w/ balance
1,591
Plan assets (EOY)
$98.2M
Net assets (EOY)
$98.2M
How this plan invests
This plan
1 pooled trust
Schedule D
34 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
100
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- 24 bps in Schedule C fees — 53% above peer band of 16 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PRECISE SYSTEMS, INC..
Plan sponsor
Name
PRECISE SYSTEMS, INC.
EIN
52-1686191
Address
22290 EXPLORATION DRIVE · SUITE 400 · LEXINGTON PARK, MD · 20653
Phone
(301) 737-8246
Industry
Engineering Services· Professional & Technical Servicessee 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
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)
3H · Sponsor in controlled / affiliated group
3D · Pre-approved plan (master / prototype / VS)
2R · Participant-directed brokerage (SDBA)
Audit & trust (Schedule H)
Auditor
WARREN AVERETT, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $109K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY SMITH BARNEY LLC | 20-8764829 | — | INVESTMENT ADVISOR | $109K | — |
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $22K | — |
Investments
33 direct securities · 1 pooled fund· $98.2M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$97.6M
33 holdings
Common Collective Trust
$534K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Mutual fund | — | — | — | $11.0M | 11.3% | |
| Fidelity Contrafund K6 Mutual fund | — | — | — | $9.1M | 9.3% | |
| Fidelity FDM IDX 2045 IPR Mutual fund | — | — | — | $8.4M | 8.5% | |
| Fidelity FDM IDX 2030 IPR Mutual fund | — | — | — | $8.3M | 8.5% | |
| Fidelity FDM IDX 2040 IPR Mutual fund | — | — | — | $8.2M | 8.4% | |
| Fidelity FDM IDX 2035 IPR Mutual fund | — | — | — | $7.9M | 8.1% | |
| Fid Government Money Market K6 Money market fund | — | — | — | $4.7M | 4.8% | |
| Fidelity FDM IDX 2050 IPR Mutual fund | — | — | — | $4.6M | 4.7% | |
| Fidelity FDM IDX 2055 IPR Mutual fund | — | — | — | $4.1M | 4.2% | |
| Fidelity FDM IDX 2060 IPR Mutual fund | — | — | — | $3.6M | 3.6% | |
| Fidelity FDM IDX 2025 IPR Mutual fund | — | — | — | $3.4M | 3.4% | |
| Fidelity FDM IDX 2020 IPR Mutual fund | — | — | — | $3.3M | 3.4% | |
| Brokeragelink Mutual fund | — | — | — | $2.8M | 2.8% | |
| Fidelity Total Bond K6 Mutual fund | — | — | — | $2.4M | 2.4% | |
| Fidelity Mid-Cap Stock K6 Mutual fund | — | — | — | $1.7M | 1.7% | |
| Fidelity International Discovery K6 Mutual fund | — | — | — | $1.6M | 1.6% | |
| to 10.25%; various maturity dates | — | — | — | $1.3M | 1.4% | |
| Fidelity Small Cap Growth R6 Mutual fund | — | — | — | $1.3M | 1.4% | |
| Fidelity FDM IDX 2010 IPR Mutual fund | — | — | — | $1.1M | 1.2% | |
| Fidelity Stock Selector Small Cap Mutual fund | — | — | — | $1.0M | 1.0% | |
| Fidelity International Index Mutual fund | — | — | — | $1.0M | 1.0% | |
| Fidelity FDM IDX 2065 IPR Mutual fund | — | — | — | $957K | 1.0% | |
| Fidelity Balanced K6 Mutual fund | — | — | — | $911K | 0.9% | |
| Fidelity Extended Market Index Mutual fund | — | — | — | $868K | 0.9% | |
| Fidelity FDM IDX 2015 IPR Mutual fund | — | — | — | $799K | 0.8% | |
| Fidelity Capital & Income Mutual fund | — | — | — | $763K | 0.8% | |
| MFS Value R6 Mutual fund | — | — | — | $734K | 0.7% | |
| AF New World R6 Mutual fund | — | — | — | $640K | 0.7% | |
| Fidelity Government Money Market Money market fund 947 * Fidelity Value K Mutual fund | — | — | — | $562K | 0.6% | |
| MORLEY STABLE VALUE PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $534K | 0.5% | |
| Fidelity Real Estate Index Mutual fund | — | — | — | $245K | 0.2% | |
| Fidelity FDM Index Income IPR Mutual fund | — | — | — | $170K | 0.2% | |
| ABF Small Cap Value R6 Mutual fund | — | — | — | $89K | <0.1% | |
| Fidelity FDM IDX 2070 IPR Mutual fund | — | — | — | $4K | <0.1% |
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