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Original filing (PDF)20250714100439NAL0000876705001
PROCESSED METALS INNOVATORS, INC.
Form 5500
FILING_RECEIVED
PMI 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
124
Accounts w/ balance
135
Plan assets (EOY)
$6.2M
Net assets (EOY)
$6.2M
How this plan invests
This plan
14 collective trusts
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
87
/ 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
75
Total plan cost
75
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PROCESSED METALS INNOVATORS, INC..
Plan sponsor
Name
PROCESSED METALS INNOVATORS, INC.
EIN
86-1217830
Address
600-21ST AVENUE SOUTH · BLOOMER, WI · 54724
Phone
(715) 568-1700
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-10-01
Tax period
2024-09-30
Filed
2025-07-14
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
OLSEN THIELEN & CO., LTD
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
14 pooled funds· $5.9M(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.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| JP MORGAN LARGE CAP GROWTH MINNESOTA LIFE INSURANCE COMPANY · EIN 41-0417830 / PN 900 | Pooled Separate Account | $976K | 15.7% |
| VANGUARD INTERM BOND IDX ADM MINNESOTA LIFE INSURANCE COMPANY · EIN 41-0417830 / PN 900 | Pooled Separate Account | $897K | 14.5% |
| T. ROWE PRICE LARGE CAP VALUE MINNESOTA LIFE INSURANCE COMPANY · EIN 41-0417830 / PN 900 | Pooled Separate Account | $810K | 13.1% |
| DFA INTERNATIONAL VALUE PORT MINNESOTA LIFE INSURANCE COMPANY · EIN 41-0417830 / PN 900 | Pooled Separate Account | $749K | 12.1% |
| WELLINGTON DICIP US EQ MINNESOTA LIFE INSURANCE COMPANY · EIN 41-0417830 / PN 900 | Pooled Separate Account | $459K | 7.4% |
| VANGUARD SM-CAP GRO IND ADM SECURIAN · EIN 41-0417830 / PN 900 | Pooled Separate Account | $395K | 6.4% |
| RIVER ROAD SMALL CAP VALUE MINNESOTA LIFE INSURANCE COMPANY · EIN 41-0417830 / PN 900 | Pooled Separate Account | $375K | 6.0% |
| VANGUARD LIFESTRATEGY MOD GRO MINNESOTA LIFE INSURANCE COMPANY · EIN 41-0417830 / PN 900 | Pooled Separate Account | $359K | 5.8% |
| MFS MID CAP GROWTH MINNESOTA LIFE INSURANCE COMPANY · EIN 41-0417830 / PN 900 | Pooled Separate Account | $275K | 4.4% |
| S & P 500 INDEX MINNESOTA LIFE INSURANCE COMPANY · EIN 41-0417830 / PN 900 | Pooled Separate Account | $215K | 3.5% |
| VANGUARD LIFESTRATEGY GROWTH MINNESOTA LIFE INSURANCE COMPANY · EIN 41-0417830 / PN 900 | Pooled Separate Account | $167K | 2.7% |
| VANGUARD LIFESTRATEGY CONS GRO MINNESOTA LIFE INSURANCE COMPANY · EIN 41-0417830 / PN 900 | Pooled Separate Account | $114K | 1.8% |
| CLEARBRIDGE INTL GR A MINNESOTA LIFE INSURANCE COMPANY · EIN 41-0417830 / PN 900 | Pooled Separate Account | $98K | 1.6% |
| MONEY MARKET MINNESOTA LIFE INSURANCE COMPANY · EIN 41-0417830 / PN 900 | Pooled Separate Account | $59K | 1.0% |
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