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Original filing (PDF)20250929093051NAL0011979568001
POLYDECK SCREEN CORPORATION
Form 5500
FILING_RECEIVED
POLYDECK SCREEN CORPORATION 401(K) PLAN
401(k) retirement plan
Active participants
326
Accounts w/ balance
390
Plan assets (EOY)
$24.4M
Net assets (EOY)
$24.4M
How this plan invests
This plan
9 pooled trusts
Schedule D
36 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
- 54 bps in Schedule C fees — 88% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for POLYDECK SCREEN CORPORATION.
Plan sponsor
Name
POLYDECK SCREEN CORPORATION
EIN
57-0673179
Address
1790 DEWBERRY ROAD · SPARTANBURG, SC · 29307
Phone
(864) 579-4594
Industry
Manufacturingsee 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
2025-09-29
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
FORVIS MAZARS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL FINANCIAL GROUP | 94-1347393 | — | RECORDKEEPER/BOOKKEEPER | $54K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WELLS FARGO ADVISORS | 34-1542819 | — | INVESTMENT ADVISORY | $10K | — |
| WELLS FARGO ADVISORS | 23-2384840 | — | INVESTMENT ADVISORY | $7K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $62K | — |
Investments
31 direct securities · 9 pooled funds· $25.3M(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
$24.0M
31 holdings
Common Collective Trust
$1.3M
9 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Prin Fixed Inc Guar Option | — | — | $0 | $4.2M | 17.3% | |
| MFS Mid-Cap Growth R6 Fund | — | — | $0 | $2.5M | 10.4% | |
| Participant Loans | — | — | $0 | $2.0M | 8.2% | |
| Northern Global Real Estate Ix | — | — | $0 | $1.8M | 7.5% | |
| T. Rowe Price Rtmt 2030 Fund | — | — | $0 | $1.5M | 6.3% | |
| Vanguard Ttl Bd Mkt Idx Adm Fd | — | — | $0 | $1.4M | 5.5% | |
| Vanguard 500 Index Admiral Fd | — | — | $0 | $1.3M | 5.3% | |
| NYLI Winslow Lg Cap Gr R1 | — | — | $0 | $1.2M | 5.0% | |
| T. Rowe Price Rtmt 2020 Fund | — | — | $0 | $1.1M | 4.4% | |
| T. Rowe Price Rtmt 2050 Fund | — | — | $0 | $871K | 3.6% | |
| BNYM Intl Stock Index Inv Fund | — | — | $0 | $738K | 3.0% | |
| Vanguard Mid Cap Index Adm Fd | — | — | $0 | $627K | 2.6% | |
| American Funds NewPrsp R6 Fnd | — | — | $0 | $593K | 2.4% | |
| T. Rowe Price Rtmt 2040 Fund | — | — | $0 | $519K | 2.1% | |
| JP Morgan US Equity R6 Fund | — | — | $0 | $497K | 2.0% | |
| American Funds EuroPacific Gr | — | — | $0 | $432K | 1.8% | |
| PRIN/BR S&P 500 INDEX CIT TR SEI TRUST COMPANY · EIN 94-3224211 / PN 001 | Common Collective Trust | — | — | $409K | 1.7% | |
| PIMCO Real Return/Inst | — | — | $0 | $409K | 1.7% | |
| JP Morgan Global Alloc R6 Fund | — | — | $0 | $353K | 1.4% | |
| Invesco Sm Cap Growth Y Fund | — | — | $0 | $318K | 1.3% | |
| T. Rowe Price Rtmt 2010 Fund | — | — | $0 | $285K | 1.2% | |
| Franklin Small Cap Value R6 Fd | — | — | $0 | $258K | 1.1% | |
| PGIM High Yield R6 Fund | — | — | $0 | $228K | 0.9% | |
| PRIN/BR INTL EQ INDX CIT TR SEI TRUST COMPANY · EIN 52-2265229 / PN 001 | Common Collective Trust | — | — | $228K | 0.9% | |
| PRIN/BR AGG BD INDEX CIT TR SEI TRUST COMPANY · EIN 20-5699010 / PN 001 | Common Collective Trust | — | $0 | $179K | 0.7% | |
| Am Fds Grth Fd of Am R6 Fund | — | — | $0 | $169K | 0.7% | |
| ALLSPRING CORE BD CIT TR SEI TRUST COMPANY · EIN 94-3222878 / PN 001 | Common Collective Trust | — | — | $169K | 0.7% | |
| T. Rowe Price Retirement 2060 | — | — | $0 | $129K | 0.5% | |
| PIMCO High Yield I - TR | — | — | $0 | $110K | 0.4% | |
| PRIN/BR S&P MID INDEX CIT TR SEI TRUST COMPANY · EIN 52-2265235 / PN 001 | Common Collective Trust | — | — | $110K | 0.4% | |
| Acadian Emerging Markets I | — | — | $0 | $84K | 0.3% | |
| Am Fds EuroPacific Grth R6 Fd | — | — | $0 | $81K | 0.3% | |
| Prin/Multi Sm Cap CIT TR | — | — | $0 | $80K | 0.3% | |
| Allspring Core Bd CIT TR | — | — | $0 | $72K | 0.3% | |
| PRIN/BR RUSS 2000 I CIT TR SEI TRUST COMPANY · EIN 52-2265233 / PN 001 | Common Collective Trust | — | $0 | $71K | 0.3% | |
| PRIN/MFS VALUE CIT TR SEI TRUST COMPANY · EIN 45-6648640 / PN 001 | Common Collective Trust | — | $0 | $57K | 0.2% | |
| PRIN/T.ROWE I LGC GR CIT TR SEI TRUST COMPANY · EIN 45-6648614 / PN 001 | Common Collective Trust | — | $0 | $49K | 0.2% | |
| Prin/MFS Value CIT TR | — | — | $0 | $45K | 0.2% | |
| PRIN/MULTI SM CAP CIT TR SEI TRUST COMPANY · EIN 45-6648658 / PN 001 | Common Collective Trust | — | $0 | $31K | 0.1% | |
| Prin/BR S&P 500 Index CIT TR | — | — | $0 | $26K | 0.1% |
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