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Original filing (PDF)20251015163306NAL0005136801001
ALIGN PRECISION CORP.
Form 5500
FILING_RECEIVED
ALIGN PRECISION 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
872
Accounts w/ balance
1,099
Plan assets (EOY)
$50.9M
Net assets (EOY)
$50.9M
How this plan invests
This plan
42 pooled trusts
Schedule D
29 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
65
Vendor stack
80
Participation health
100
Knocking points off
- 64 bps in Schedule C fees — 297% above peer band of 16 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ALIGN PRECISION CORP..
Plan sponsor
Name
ALIGN PRECISION CORP.
EIN
83-4029310
Address
730 W. 22ND STREET · TEMPE, AZ · 85282
Phone
(480) 207-6858
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
2025-10-15
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
CARABELL, LESLIE & COMPANY, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NFP RETIREMENT INC, | 33-0905143 | — | INVESTMENT ADVISORY | $0 | — |
TPA / Administrator
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE CO. | 42-0127290 | — | CONTRACT ADMINISTRATOR | $253K | — |
| MICHIGAN BENEFIT CONSULTING, INC. | 38-3220894 | — | CONTRACT ADMINISTRATOR | $31K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CARABELL LESLIE & COMPANY, LLC | 99-4239225 | — | ACCOUNTANT | $39K | — |
Investments
3 direct securities · 42 pooled funds· $48.7M(96% 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.
Common Collective Trust
$47.7M
23 holdings
Pooled Separate Account
$589K
19 holdings
Uncategorized
$426K
3 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| PRIN LIFETIME HYBR 2025 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO. · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $7.7M | 15.2% | |
| PRIN LIFETIME HYBR 2035 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO. · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $6.6M | 13.0% | |
| PRIN LIFETIME HYBR 2030 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO. · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $6.1M | 12.0% | |
| PRIN LIFETIME HYBR 2020 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO. · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $5.0M | 9.7% | |
| PRIN LIFETIME HYBR 2045 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO. · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $4.6M | 9.0% | |
| PRIN LIFETIME HYBR 2040 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO. · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $3.5M | 6.8% | |
| PRIN LIFETIME HYBR 2050 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO. · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $3.0M | 5.9% | |
| PRIN LIFETIME HYBR 2055 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO. · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $2.6M | 5.1% | |
| PRIN LIFETIME HYBR 2060 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO. · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $2.0M | 3.9% | |
| BLACKROCK EQTY INDEX CL R FD GREAT GRAY TRUST COMPANY · EIN 20-3802168 / PN 001 | Common Collective Trust | — | — | $1.9M | 3.6% | |
| PRIN LIFETIME HYBR 2065 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO. · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $1.1M | 2.2% | |
| LARGE CAP GRWTH FD III CL I1 GREAT GRAY TRUST COMPANY · EIN 38-7275327 / PN 001 | Common Collective Trust | — | — | $1.1M | 2.1% | |
| PRINCIPAL STABLE VALUE Z FUND PRINCIPAL GLOBAL INVESTORS TRUST CO. · EIN 26-6447574 / PN 001 | Common Collective Trust | — | — | $979K | 1.9% | |
| PRIN LIFETIME HYBR 2015 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO. · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $384K | 0.8% | |
| [DFE: BLACKROCK EQUITY INDEX FUND (extraction pending)] | — | — | — | $310K | 0.6% | |
| BLACKROCK EAFE EQ IDX CL R FD GREAT GRAY TRUST COMPANY · EIN 20-3802168 / PN 001 | Common Collective Trust | — | — | $310K | 0.6% | |
| LARGE CAP VALUE I1 FUND GREAT GRAY TRUST COMPANY · EIN 38-0465329 / PN 426 | Common Collective Trust | — | — | $307K | 0.6% | |
| PRIN MIDCAP VALUE I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 043 | Pooled Separate Account | — | — | $270K | 0.5% | |
| MID CAP GROWTH II CLASS I1 FD GREAT GRAY TRUST COMPANY · EIN 38-7304118 / PN 001 | Common Collective Trust | — | — | $167K | 0.3% | |
| COHEN & STEERS US REALTY RS FD SEI TRUST COMPANY · EIN 46-3411346 / PN 064 | Common Collective Trust | — | — | $139K | 0.3% | |
| PRIN CORE PLUS BOND SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 005 | Pooled Separate Account | — | — | $127K | 0.2% | |
| SMLL CAP VALUE III CL I1 FD GREAT GRAY TRUST COMPANY · EIN 38-7289846 / PN 001 | Common Collective Trust | — | — | $101K | 0.2% | |
| [DFE: PRINCIPAL DIVERSIFIED INTERNATIONAL SEPARATE ACCOUNT (extraction pending)] | — | — | — | $82K | 0.2% | |
| PRIN DIVERSIFIED INTL SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 015 | Pooled Separate Account | — | — | $82K | 0.2% | |
| PRIN BOND MARKET INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 122 | Pooled Separate Account | — | — | $74K | 0.1% | |
| PRIN LIFETIME HYB 2070 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO. · EIN 26-6447574 / PN 014 | Common Collective Trust | — | — | $56K | 0.1% | |
| PRIN LIFETIME HYBR INC. CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO. · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $54K | 0.1% | |
| EMERGING MARKETS II I1 FUND GREAT GRAY TRUST COMPANY · EIN 38-7304135 / PN 001 | Common Collective Trust | — | — | $44K | <0.1% | |
| [DFE: PRINCIPAL INTERNATIONAL EQUITY SEPARATE ACCOUNT (extraction pending)] | — | — | — | $34K | <0.1% | |
| PRIN INTL I SEPARATE ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 048 | Pooled Separate Account | — | — | $34K | <0.1% | |
| INVESCO INT'L SM-MID CAP TR B1 INVESCO TRUST COMPANY · EIN 47-1449068 / PN 001 | Common Collective Trust | — | — | $20K | <0.1% | |
| PRIN GLOBAL MULTI-STR SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 132 | Pooled Separate Account | — | — | $3K | <0.1% | |
| PRIN INTL EQUITY INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 121 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN MIDCAP GROWTH SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 021 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN INFLATION PROTECT SA -Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 099 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN SMCAP VALUE II SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 096 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN REAL ESTATE SECS SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 095 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN LARGECAP VALUE III SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 068 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN LARGECAP GROWTH I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 066 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN SMCAP GROWTH I SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 070 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN LGCP S&P 500 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN INTL SMALLCAP SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 014 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN GLBL EMERG MARKETS SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 013 | Pooled Separate Account | — | — | $0 | <0.1% |