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Original filing (PDF)20251015202543NAL0005818161001
MASS PRECISION, INC.
Form 5500
FILING_RECEIVED
MASS PRECISION 401(K) PLAN
401(k) retirement plan
Signals · 2
35% in single holdingNo recordkeeper disclosed
Active participants
358
Accounts w/ balance
234
Plan assets (EOY)
$23.2M
Net assets (EOY)
$23.2M
How this plan invests
This plan
25 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
83
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
83
Total plan cost
65
Vendor stack
80
Participation health
80
Knocking points off
- Top holding "Vanguard Target Retirement 2030 Fund Mutual fund" is 35% of plan.
- 59 bps in Schedule C fees — 102% above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
- 65% balance-to-active ratio — below typical for a healthy 401(k).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MASS PRECISION, INC..
Plan sponsor
Name
MASS PRECISION, INC.
EIN
77-0034627
Address
2110 OAKLAND ROAD · SAN JOSE, CA · 95131
Phone
(408) 954-0200
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
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)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
SENSIBA LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsOther
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRIMARK BENEFIT | 94-2326862 | SAN RAFAEL, CA | 3RD PARTY ADMIN | $65K | — |
| GLOBAL RETIREMENT PARTNERS LLC | — | SAN RAFAEL, CA | INVESTMENT MGMT | $61K | — |
| CHARLES SCHWAB | 82-3967259 | — | N/A | $10K | — |
| EMPOWER ADVISORY GROUP LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $390 | — |
Investments
25 direct securities· $23.2M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2030 Fund Mutual fund | — | — | — | $8.1M | 34.7% | |
| Vanguard Target Retirement 2020 Fund Mutual fund | — | — | — | $5.7M | 24.6% | |
| Vanguard Target Retirement 2040 Fund Mutual fund | — | — | — | $2.0M | 8.7% | |
| Vanguard Target Retirement 2050 Fund Mutual fund | — | — | — | $1.4M | 5.9% | |
| Vanguard Growth Index Admiral Mutual fund | — | — | — | $1.1M | 4.6% | |
| Vanguard 500 Index Admiral Mutual fund | — | — | — | $794K | 3.4% | |
| T. Rowe Price Blue Chip Growth Mutual fund | — | — | — | $718K | 3.1% | |
| Vanguard Target Retirement Income Fund Mutual fund | — | — | — | $544K | 2.3% | |
| Notes receivable from participants Maturing through 2032 | — | — | — | $472K | 2.0% | |
| Vanguard Total Stock Market Index Admiral Mutual fund | — | — | — | $385K | 1.7% | |
| Vanguard FTSE Social Index Fund Mutual fund | — | — | — | $384K | 1.7% | |
| Vanguard Target Retirement 2060 Fund Mutual fund | — | — | — | $338K | 1.5% | |
| Parnassus Core Equity Institutional Mutual fund | — | — | — | $303K | 1.3% | |
| American Funds New Perspective R6 Mutual fund | — | — | — | $258K | 1.1% | |
| Schwab Bank Savings Money market fund | — | — | — | $189K | 0.8% | |
| Vanguard Small Cap Index Admiral Mutual fund | — | — | — | $147K | 0.6% | |
| Vanguard Mid Cap Index Admiral Mutual fund | — | — | — | $94K | 0.4% | |
| ClearBridge Large Cap Value IS Mutual fund | — | — | — | $90K | 0.4% | |
| Vanguard Short-Term Corporate Bond Index Fund Mutual fund | — | — | — | $83K | 0.4% | |
| Vanguard Intermediate-Term Bond Index Fund Mutual fund | — | — | — | $68K | 0.3% | |
| Vanguard International Value Mutual fund | — | — | — | $51K | 0.2% | |
| Victory Floating Rate Y Mutual fund | — | — | — | $14K | <0.1% | |
| Vanguard Balanced Index Fund Mutual fund | — | — | — | $13K | <0.1% | |
| American Funds American High-Income R-6 Mutual fund | — | — | — | $4K | <0.1% | |
| Vanguard Energy Index Fund Mutual fund | — | — | — | $1K | <0.1% |
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