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Original filing (PDF)20250910103127NAL0013109795001
PREGEL AMERICA, INC.
Form 5500
FILING_RECEIVED
PREGEL AMERICA 401(K) PLAN
401(k) retirement plan
Signals · 2
~86 bps in Sched C fees10 service providers
Active participants
73
Accounts w/ balance
120
Plan assets (EOY)
$3.3M
Net assets (EOY)
$3.3M
How this plan invests
This plan
1 collective trust
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
86
/ 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
65
Vendor stack
100
Participation health
100
Knocking points off
- 86 bps in Schedule C fees — 65% above peer band of 52 bps.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PREGEL AMERICA, INC..
Plan sponsor
Name
PREGEL AMERICA, INC.
EIN
56-2252404
Address
4450 FORTUNE AVE NW · CONCORD, NC · 280277901
Phone
(704) 707-0300
Industry
Agriculture, Forestry, Fishing, Huntingsee 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
2025-09-10
Pension benefit codes
2E · Profit-sharing
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)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
AC CPA, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
10 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| T. ROWE PRICE RPS, INC. | 52-1309931 | — | RECORDKEEPER | $28K | — |
Other
9| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY | 04-2647786 | — | NONE | $0 | — |
| PIMCO | 33-0629048 | — | NONE | $0 | — |
| AMERICAN FUNDS | 95-1411037 | — | NONE | $0 | — |
| LOOMIS SAYLES | 04-3200030 | — | NONE | $0 | — |
| VANGUARD | 23-1945930 | — | NONE | $0 | — |
| TIAA | 13-1624203 | — | NONE | $0 | — |
| MACQUARIE MID | 98-0141094 | — | NONE | $0 | — |
| JPMORGAN | 13-2624428 | — | NONE | $0 | — |
| PUTNAM | 36-4488942 | — | NONE | $0 | — |
Investments
1 pooled fund· $3.1M(94% 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.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| TRP ST VAL COMMON TRUST FUND T.ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | $3.1M | 94.3% |