Nancy Koopman signed Precision DOSE, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Precision DOSE, Inc.'s EIN is 68-0551203.
Download the official 2024 Form 5500 (PDF) for Precision DOSE, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Precision DOSE, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA LIFE INSURANCE COMPANY | 39-0989781 | — | RECORD KEEPER | $58K | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in pooled separate account] | Other | — | — | $10.1M | 89.9% | |
| TRANS ASST ALLC INTD/LNG HRZ RT OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 432 | Pooled Separate Account | — | — | $1.4M | 12.3% | |
| TRANSAMERICA PTNR STOCK IDX RT OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 587 | Pooled Separate Account | — | — | $1.2M | 10.8% | |
| WMC DISCIPLINED US GR RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 101 | Pooled Separate Account | — | — | $1.2M | 10.7% | |
| AMER FDS GR FD OF AMERICA INV TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 015 | Pooled Separate Account | — | — | $982K | 8.7% | |
| LOOMIS SAYLES BD RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 150 | Pooled Separate Account | — | — | $526K | 4.7% | |
| MORGAN STANLEY GR OPP RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 167 | Pooled Separate Account | — | — | $519K | 4.6% | |
| INVESCO GLBL RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 216 | Pooled Separate Account | — | — | $476K | 4.2% | |
| TRANSAMERICA PTNR CORE BD RT OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 435 | Pooled Separate Account | — | — | $471K | 4.2% | |
| TRANSAMERICA PTNR MD VAL RT OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 427 | Pooled Separate Account | — | — | $468K | 4.2% | |
| TRANS ASST ALLC INTMD HRZN RT OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 431 | Pooled Separate Account | — | — | $445K | 4.0% | |
| INVESCO VAL OPP INV OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 448 | Pooled Separate Account | — | — | $397K | 3.5% | |
| TEMPLETON FOREIGN RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 143 | Pooled Separate Account | — | — | $376K | 3.3% | |
| FIDELITY ADV SMALL CAP INV OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 445 | Pooled Separate Account | — | — | $360K | 3.2% | |
| FIDELITY ADV STK SLCTOR MD CP INV TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 018 | Pooled Separate Account | — | — | $320K | 2.8% | |
| AMERICAN FUNDS BALANCED INV OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 026 | Pooled Separate Account | — | — | $278K | 2.5% | |
| [Assets held in participant loans] | Other | — | — | $230K | 2.0% | |
| TRANS ASST ALLC LNG HORIZON RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 433 | Pooled Separate Account | — | — | $219K | 1.9% | |
| TRANS AST ALLC SH/ITM HRZN RT OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 430 | Pooled Separate Account | — | — | $202K | 1.8% | |
| TRANSAMERICA AST ALLC SH HRZ RT OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 429 | Pooled Separate Account | — | — | $144K | 1.3% | |
| TRANSAMERICA SMALL CAP VAL RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 002 | Pooled Separate Account | — | — | $127K | 1.1% |
