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Original filing (PDF)20251015153533NAL0010085826001
PERFECTVISION MANUFACTURING, INC.
Form 5500
FILING_RECEIVED
PERFECTVISION MANUFACTURING, INC. RETIREMENT PLAN
401(k) retirement plan
Active participants
204
Accounts w/ balance
257
Plan assets (EOY)
$35.3M
Net assets (EOY)
$35.3M
How this plan invests
This plan
6 pooled trusts
Schedule D
34 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Vendor stack
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PERFECTVISION MANUFACTURING, INC..
Plan sponsor
Name
PERFECTVISION MANUFACTURING, INC.
EIN
71-0692685
Address
16101 LA GRANDE DRIVE · LITTLE ROCK, AR · 72223
Phone
(501) 955-0033
Industry
Wholesale Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
007
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2T · Default investment account (QDIA)
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
3D · Pre-approved plan (master / prototype / VS)
2K · 401(m) arrangement
Audit & trust (Schedule H)
Auditor
FORVIS MAZARS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $44K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WORLD INVESTMENT ADVISORS LLC | 61-1758632 | — | ADVISOR | $66K | — |
Investments
29 direct securities · 6 pooled funds· $34.9M(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.
Uncategorized
$25.5M
28 holdings
Common Collective Trust
$9.1M
6 holdings
Mutual Funds
$322K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Group Inc. Vanguard Growth Index Fund Admiral; 27,805.060 Shares | — | — | $28K | $5.9M | 16.6% | |
| WP SR AGGRESSIVE 2 ALTA TRUST COMPANY · EIN 81-2752913 / PN 001 | Common Collective Trust | — | $131K | $3.1M | 8.9% | |
| WP SR GROWTH 2 ALTA TRUST COMPANY · EIN 81-2787171 / PN 001 | Common Collective Trust | — | $121K | $2.5M | 7.2% | |
| Vanguard Group Inc. Vanguard Target Retirement Fund 2030; 66.976.742 Shares | — | — | — | $2.5M | 7.2% | |
| WP SR BALANCED 2 ALTA TRUST COMPANY · EIN 81-2820802 / PN 001 | Common Collective Trust | — | $87K | $1.6M | 4.6% | |
| Vanguard Group Inc. Vanguard Mid-Cap Growth Index Fund Admiral; 14,673.833 Shares | — | — | $15K | $1.6M | 4.5% | |
| Vanguard Group Inc. Vanguard Mid Cap Value Index Fund Admiral; 17,883.536 Shares | — | — | $18K | $1.5M | 4.2% | |
| Vanguard Group Inc. Vanguard Target Retirement Fund 2040; 33,757.309 Shares | — | — | $34K | $1.5M | 4.1% | |
| Vanguard Group Inc. Vanguard Target Retirement Fund 2035; 57,634.787 Shares | — | — | $58K | $1.4M | 3.9% | |
| PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | $1.3M | $1.3M | 3.6% | |
| Fidelity Management & Research Company Fidelity Total Market Index Fund; 7,683.970 Shares | — | — | $8K | $1.2M | 3.5% | |
| Vanguard Group Inc. Vanguard Target Retirement Fund 2045; 41,377.073 Shares | — | — | $41K | $1.2M | 3.5% | |
| Vanguard Group Inc. Vanguard Value Index Fund Admiral; 16,115.022 Shares | — | — | $16K | $1.1M | 3.0% | |
| Fidelity Management & Research Company Fidelity Global ex U.S. Index Fund; 72,541.075 Shares | — | — | $73K | $1.0M | 3.0% | |
| Vanguard Group Inc. Vanguard Small Cap Growth Index Fund Admiral; 9,515.651 Shares | — | — | $10K | $937K | 2.7% | |
| Vanguard Group Inc. Vanguard Small Cap Value Index Fund Admiral; 10,610.328 Shares | — | — | $11K | $904K | 2.6% | |
| Vanguard Group Inc. Vanguard Intermediate-Term Treasury Index Fund Admiral; 45,224.836 Shares | — | — | $45K | $886K | 2.5% | |
| Vanguard Group Inc. Vanguard Target Retirement Fund 2050; 16,857.456 Shares | — | — | $17K | $840K | 2.4% | |
| Participant loans Various loans with maturity dates ranging from January 2025 through March 2031 with interest rates ranging from 4.25% to 9.50% | — | — | — | $651K | 1.8% | |
| Fidelity Management & Research Company Fidelity Emerging Markets Index Fund; 43,523.019 Shares | — | — | $44K | $455K | 1.3% | |
| WP SR CONSERVATIVE 2 Wealthpath Conservative; Collective Investment Trust; 23,843.671 Shares | — | — | $24K | $353K | 1.0% | |
| WP SR CONSEVATIVE 2 ALTA TRUST COMPANY · EIN 81-2856710 / PN 001 | Common Collective Trust | — | — | $353K | 1.0% | |
| Vanguard Group Inc. Vanguard Target Retirement Fund 2025; 17,658.131 Shares | — | — | $18K | $330K | 0.9% | |
| Vanguard Group Inc. Vanguard Target Retirement Fund 2055; 5,797.595 Shares | Mutual Funds | — | $6K | $322K | 0.9% | |
| Fidelity Management & Research Company Fidelity U.S. Bond Index Fund; 30,658.348 Shares | — | — | $31K | $313K | 0.9% | |
| Fidelity Management & Research Company Fidelity Small Cap Index Fund; 7,532.712 Shares | — | — | $8K | $209K | 0.6% | |
| Fidelity Management & Research Company Fidelity Mid Cap Index Fund; 5,879.899 Shares | — | — | $6K | $199K | 0.6% | |
| Vanguard Group Inc. Vanguard Target Retirement Fund 2060; 3,428.256 Shares | — | — | $3K | $176K | 0.5% | |
| WP SR MODERATE 2 ALTA TRUST COMPANY · EIN 81-2877419 / PN 001 | Common Collective Trust | — | $9K | $136K | 0.4% | |
| Vanguard Group Inc. Vanguard Commodity Strategy Fund Admiral; 4,453.918 Shares | — | — | $4K | $113K | 0.3% | |
| DFA Real Estate DFA Real Estate Securities Portfolio Institutional Class; 1,504.173 Shares | — | — | $2K | $60K | 0.2% | |
| Vanguard Group Inc. Vanguard Target Retirement Income Fund; 3,785.646 Shares | — | — | $4K | $50K | 0.1% | |
| Vanguard Group Inc. Vanguard Target Retirement Fund 2020; 1,040.106 Shares | — | — | $1K | $28K | <0.1% | |
| Vanguard Group Inc. Vanguard Target Retirement Fund 2065; 647.644 Shares | — | — | — | $22K | <0.1% | |
| Fidelity Management & Research Company Fidelity Government Money Market; 11,528.510 Shares | — | — | $12K | $12K | <0.1% |
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