Original filing (PDF)20231010052044NAL0018434147001

PRECISION TOOL, DIE AND MACHINE

Name: PRECISION TOOL, DIE AND MACHINE — PRECISION TOOL, DIE AND MACHINE CO., RETIREMENT SAVINGS PLAN, Form 5500 (2022)
Creator: PRECISION TOOL, DIE AND MACHINE

Form 5500

FILING_RECEIVED

PRECISION TOOL, DIE AND MACHINE CO., RETIREMENT SAVINGS PLAN

401(k) retirement plan

Active participants

162

Accounts w/ balance

214

Plan assets (EOY)

$3.8M

Net assets (EOY)

$3.8M

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)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PRECISION TOOL, DIE AND MACHINE.

Plan sponsor

Name

PRECISION TOOL, DIE AND MACHINE

EIN

61-0417457

Address

6901 PRESTON HWY · LOUISVILLE, KY · 40219

Phone

(502) 479-0809

Industry

Manufacturingsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-10-10

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)

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
ADP, INC.	13-3036745	—	RECORD KEEPER	$4K	—
ADP BROKER-DEALER	22-3319984	—	RECORD KEEPER	$0	—

Other

Name	EIN	Location	Relation	Direct comp	Indirect comp
LPL FINANCIAL	04-3046611	—	INVESTMENT/FINANCIAL ADVI	$20K	—

Investments

1 pooled fund· $234K(6% 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.