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Original filing (PDF)20251008051410NAL0002800259001
PCE TECHNOLOGY, INC.
Form 5500
FILING_RECEIVED
PCE TECHNOLOGY, INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
26% in single holding
Active participants
62
Accounts w/ balance
136
Plan assets (EOY)
$30.0M
Net assets (EOY)
$30.0M
How this plan invests
This plan
1 pooled trust
Schedule D
28 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
97
/ 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
87
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "VANGUARD 500 INDEX FUND - ADM" is 26% of plan.
Helping the score
- Below-peer total fees (5 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PCE TECHNOLOGY, INC..
Plan sponsor
Name
PCE TECHNOLOGY, INC.
EIN
74-2907627
Address
12345 NORTH LAMAR BLVD · SUITE 160 · AUSTIN, TX · 78753
Phone
(512) 681-1160
Industry
Wholesale Tradesee 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
2025-10-08
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
ACORN ACCOUNTANCY CORP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $8K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GALLAGHER BENEFIT SERVICES | 36-4291971 | — | CONSULTANT | $8K | — |
Investments
27 direct securities · 1 pooled fund· $30.0M(100% 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.
Registered Investment Companies
$27.4M
27 holdings
Common Collective Trust
$2.6M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND - ADM | Registered Investment Companies | — | — | $7.8M | 25.9% | |
| METLIFE REL ST VAL 25053 - 0 RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $2.6M | 8.6% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $1.9M | 6.4% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $1.7M | 5.7% | |
| VANGUARD FEDERAL MM INV | Registered Investment Companies | — | — | $1.6M | 5.4% | |
| AB LARGE CAP GROWTH FUND Z | Registered Investment Companies | — | — | $1.4M | 4.7% | |
| VANGUARD TOT BND MKT IND- ADM | Registered Investment Companies | — | — | $1.3M | 4.5% | |
| VAN TARGET RETIRE 2035 | Registered Investment Companies | — | — | $1.2M | 4.1% | |
| VAN TARGET RETIRE 2040 | Registered Investment Companies | — | — | $1.2M | 3.9% | |
| VAN TARGET RETIRE 2025 | Registered Investment Companies | — | — | $1.1M | 3.8% | |
| DFA US TARGETED VAL PORT INST | Registered Investment Companies | — | — | $906K | 3.0% | |
| JANUS HENDERSON ENTERPRISE N | Registered Investment Companies | — | — | $859K | 2.9% | |
| VAN TARGET RETIRE 2030 | Registered Investment Companies | — | — | $699K | 2.3% | |
| AMER BEACON LG CAP VAL - R5 | Registered Investment Companies | — | — | $696K | 2.3% | |
| PIMCO TOTAL RETURN FUND - INST | Registered Investment Companies | — | — | $547K | 1.8% | |
| VAN TARGET RETIRE 2045 | Registered Investment Companies | — | — | $531K | 1.8% | |
| VAN TARGET RETIRE 2020 | Registered Investment Companies | — | — | $528K | 1.8% | |
| MFS MID CAP VALUE FUND - R6 | Registered Investment Companies | — | — | $512K | 1.7% | |
| VANGUARD INTL GRTH ADM | Registered Investment Companies | — | — | $483K | 1.6% | |
| INVESCO GLOBAL R6 | Registered Investment Companies | — | — | $445K | 1.5% | |
| JANUS HENDERSON TRITON FUND N | Registered Investment Companies | — | — | $399K | 1.3% | |
| DODGE & COX INTL STOCK I | Registered Investment Companies | — | — | $349K | 1.2% | |
| DFA EMERGING MARKETS PORT INST | Registered Investment Companies | — | — | $342K | 1.1% | |
| VAN TARGET RETIRE INC | Registered Investment Companies | — | — | $309K | 1.0% | |
| VAN TARGET RETIRE 2055 | Registered Investment Companies | — | — | $235K | 0.8% | |
| VAN TARGET RETIRE 2050 | Registered Investment Companies | — | — | $169K | 0.6% | |
| VANGUARD REAL ESTATE INDEX ADM | Registered Investment Companies | — | — | $54K | 0.2% | |
| VAN TARG RETIRE 2060 | Registered Investment Companies | — | — | $30K | 0.1% |
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