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Original filing (PDF)20251010100256NAL0004126915001
PAC-TECH INTERNATIONAL, INC.
Form 5500
FILING_RECEIVED
PTI RETIREMENT PLAN
Defined-contribution retirement plan
Signals · 2
32% in single holdingNo recordkeeper disclosed
Active participants
236
Accounts w/ balance
166
Plan assets (EOY)
$2.3M
Net assets (EOY)
$2.3M
How this plan invests
This plan
18 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
84
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "AB Large Cap Growth Fund Class I" is 32% of plan.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PAC-TECH INTERNATIONAL, INC..
Plan sponsor
Name
PAC-TECH INTERNATIONAL, INC.
EIN
66-0617213
Address
PO BOX 9046 · CAROLINA, PR · 00988
Phone
(787) 999-7310
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
2025-10-10
Pension benefit codes
2E · Profit-sharing
2G · Total participant-directed accounts
2S · Automatic enrollment
2T · Default investment account (QDIA)
3C · Not intended to be qualified
Audit & trust (Schedule H)
Auditor
FPV & GALINDEZ, LLC.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsTrustee
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ORIENTAL BANK | — | SAN JUAN, PR | TRUSTEE | $8K | — |
Investments
18 direct securities· $2.3M(99% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| AB Large Cap Growth Fund Class I | — | 6,602 | — | $716K | 31.5% | |
| American Funds 2040 Trgt Date Retirement Fund | — | 15,115 | — | $308K | 13.5% | |
| American Funds 2055 Trgt Date Retirement Fund | — | 9,638 | — | $251K | 11.0% | |
| American Funds 2025 Trgt Date Retirement Fund | — | 14,047 | — | $212K | 9.3% | |
| American Funds 2030 Trgt Date Retirement Fund | — | 8,647 | — | $148K | 6.5% | |
| American Funds 2035 Trgt Date Retirement Fund | — | 6,507 | — | $123K | 5.4% | |
| American Funds 2050 Trgt Date Retirement Fund | — | 5,542 | — | $115K | 5.0% | |
| American Funds 2045 Trgt Date Retirement Fund | — | 4,536 | — | $95K | 4.2% | |
| American Funds American Balanced Fund Class | — | 1,890 | — | $65K | 2.8% | |
| Vanguard Tax-Managed Small Cap Ft | — | 664 | — | $62K | 2.7% | |
| Federated Institutional High Yield | — | 4,737 | — | $42K | 1.8% | |
| Deposit Management Program I | — | 34,006 | — | $34K | 1.5% | |
| MFS Value Fund Class R4 | — | 624 | — | $30K | 1.3% | |
| Parnassus Mid Cap Fund | — | 549 | — | $21K | 0.9% | |
| FMI International Fund | — | 440 | — | $16K | 0.7% | |
| TCW Total Return Bond Fund Class I | — | 897 | — | $7K | 0.3% | |
| American Funds 2020 Trgt Date Retirement Fund | — | 371 | — | $5K | 0.2% | |
| American Funds 2015 Trgt Date Retirement Fund | — | 400 | — | $5K | 0.2% |