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Original filing (PDF)20251015170610NAL0005489825001
PLI HOLDINGS, INC.
Form 5500
FILING_RECEIVED
PLASTICARD LOCKTECH INTERNATIONAL LLP 401(K) PLAN
401(k) retirement plan
Signals · 1
~100 bps in Sched C fees
Active participants
536
Accounts w/ balance
647
Plan assets (EOY)
$14.3M
Net assets (EOY)
$14.3M
How this plan invests
This plan
1 pooled trust
Schedule D
32 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
- 100 bps in Schedule C fees — 245% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PLI HOLDINGS, INC..
Plan sponsor
Name
PLI HOLDINGS, INC.
EIN
58-2548084
Address
1220 TRADE DRIVE · N LAS VEGAS, NV · 89030
Phone
(702) 352-1782
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
2025-10-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
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)
2 rowsInvestments
31 direct securities · 1 pooled fund· $14.1M(99% 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.
Registered Investment Companies
$13.1M
31 holdings
Common Collective Trust
$1.1M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| MFS TOTAL RETURN - R6 | Registered Investment Companies | — | — | $1.5M | 10.4% | |
| AMF GROWTH FUND OF AMERICA R6 | Registered Investment Companies | — | — | $1.3M | 9.2% | |
| INVESCO STABLE ASSET - ADPZ INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $1.1M | 7.4% | |
| FID FREEDOM INDEX 2035 PREMIER | Registered Investment Companies | — | — | $1.0M | 7.2% | |
| FID FREEDOM INDEX 2030 PREMIER | Registered Investment Companies | — | — | $891K | 6.2% | |
| STATE ST EQUITY 500 INDEX K | Registered Investment Companies | — | — | $779K | 5.4% | |
| FID FREEDOM INDEX 2055 PREMIER | Registered Investment Companies | — | — | $654K | 4.6% | |
| FID FREEDOM INDEX 2010 PREMIER 270 REGISTERED INVESTMENT COMPANY FID FREEDOM INDEX 2025 PREMIER | Registered Investment Companies | — | — | $652K | 4.5% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $642K | 4.5% | |
| FID FREEDOM INDEX 2040 PREMIER | Registered Investment Companies | — | — | $629K | 4.4% | |
| FID FREEDOM INDEX 2050 PREMIER | Registered Investment Companies | — | — | $613K | 4.3% | |
| JPMORGAN EQUITY INCOME FUND R6 | Registered Investment Companies | — | — | $606K | 4.2% | |
| ISHARES MSCI EAFE INTL INDEX K | Registered Investment Companies | — | — | $587K | 4.1% | |
| FID FREEDOM INDEX 2045 PREMIER | Registered Investment Companies | — | — | $526K | 3.7% | |
| BLACKROCK HIGH YIELD K | Registered Investment Companies | — | — | $442K | 3.1% | |
| FID FREEDOM INDEX 2020 PREMIER | Registered Investment Companies | — | — | $311K | 2.2% | |
| FID FREEDOM INDEX 2060 PREMIER | Registered Investment Companies | — | — | $299K | 2.1% | |
| JANUS HENDERSON TRITON FUND N | Registered Investment Companies | — | — | $273K | 1.9% | |
| VANGUARD SM CAP VAL INDEX ADM | Registered Investment Companies | — | — | $243K | 1.7% | |
| VANGUARD INTERMEDIATE TERM BON | Registered Investment Companies | — | — | $240K | 1.7% | |
| BLACKROCK TOTAL RETURN K | Registered Investment Companies | — | — | $210K | 1.5% | |
| FID FREEDOM INDEX 2065 PREMIER | Registered Investment Companies | — | — | $150K | 1.0% | |
| NUVEEN SMALLCAP BLEND INDEX R6 | Registered Investment Companies | — | — | $120K | 0.8% | |
| FID FREEDOM INDEX INC PREMIER | Registered Investment Companies | — | — | $76K | 0.5% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $70K | 0.5% | |
| T. ROWE PRICE DIVIDEND GR I | Registered Investment Companies | — | — | $68K | 0.5% | |
| GS INFLATION PROTECTED SEC R6 | Registered Investment Companies | — | — | $55K | 0.4% | |
| PRI REAL ESTATE SECURITIES R6 | Registered Investment Companies | — | — | $28K | 0.2% | |
| VANGUARD EMG MKTS STK IDX ADM | Registered Investment Companies | — | — | $26K | 0.2% | |
| FID FREE INDX 2015 PREM | Registered Investment Companies | — | — | $25K | 0.2% | |
| T ROWE PRICE OVERSEAS STOCK | Registered Investment Companies | — | — | $3K | <0.1% | |
| DFA COMMODITY STRAT PORT INST | Registered Investment Companies | — | — | $3K | <0.1% |
