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Original filing (PDF)20251013074304NAL0002092162001
3A PRESS CORP.
Form 5500
FILING_RECEIVED
3A PRESS RETIREMENT PLAN
401(k) retirement plan
Signals · 1
~229 bps in Sched C fees
Active participants
138
Accounts w/ balance
125
Plan assets (EOY)
$122K
Net assets (EOY)
$122K
How this plan invests
This plan
9 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
80
Vendor stack
100
Participation health
100
Knocking points off
- 229 bps in Schedule C fees — modestly above peer band of 158 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for 3A PRESS CORP..
Plan sponsor
Name
3A PRESS CORP.
EIN
66-0530750
Address
P.O. BOX 47 · LAJAS, PR · 00967
Phone
(787) 899-0110
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
2025-10-13
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3C · Not intended to be qualified
Audit & trust (Schedule H)
Auditor
RODRIGUEZ, RIVERA & TORO P.S.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INS. CO. OF AMERICA | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $3K | — |
Broker
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| OSAIC FS INC. | — | FORT WAYNE, IN | BROKER/ADVISER | $0 | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PENSION SERVICES, INC. | — | MIAMI, FL | CONTRACT ADMIN | $0 | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LEAFHOUSE FINANCIAL ADVISORS, LLC | — | AUSTIN, TX | OTHER | $20 | — |
Investments
9 direct securities· $114K(93% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| BlackRock LifePath Index 2040 K Mutual funds – 593.09 shares | — | — | $25K | $25K | 20.6% | |
| BlackRock LifePath Index 2055 K Mutual funds – 499.36 shares | — | — | $24K | $24K | 19.7% | |
| BlackRock LifePath Index 2035 K Mutual funds – 418.67 shares | — | — | $16K | $16K | 12.9% | |
| BlackRock LifePath Index 2060 K Mutual funds – 326.75 shares | — | — | $15K | $15K | 12.4% | |
| BlackRock LifePath Index 2030 K Mutual funds – 241.25 shares | — | — | $9K | $9K | 7.2% | |
| BlackRock LifePath Index 2045 K Mutual funds – 172.45 shares | — | — | $8K | $8K | 6.3% | |
| BlackRock LifePath Index 2065 K Mutual funds – 236.97 shares | — | — | $7K | $7K | 6.0% | |
| BlackRock LifePath Index 2050 K Mutual funds – 156.39 shares | — | — | $7K | $7K | 5.9% | |
| BlackRock LifePath Index Retirement K Mutual funds – 101.97 shares | — | — | $3K | $3K | 2.3% |
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