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Original filing (PDF)20250917124407NAL0000641026001
PRECO, LLC
Form 5500
FILING_RECEIVED
PRECO INC PROFIT SHARING/401(K) SAVINGS PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
206
Accounts w/ balance
260
Plan assets (EOY)
$36.5M
Net assets (EOY)
$36.5M
How this plan invests
This plan
34 pooled trusts
Schedule D
41 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PRECO, LLC.
Plan sponsor
Name
PRECO, LLC
EIN
87-3882552
Address
9705 COMMERCE PKWY · LENEXA, KS · 662192403
Phone
(913) 928-2112
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
2025-09-17
Pension benefit codes
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)
Audit & trust (Schedule H)
Auditor
BERGANKDV LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NEWSQUARE CAPITAL, LLC | 27-1238163 | — | INVESTMENT ADVISORY | $0 | — |
TPA / Administrator
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $86K | — |
| ASCENSUS | 82-3719843 | — | CONTRACT ADMINISTRATOR | $200 | — |
Investments
11 direct securities · 34 pooled funds· $36.1M(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.
Common Collective Trust
$16.8M
22 holdings
Uncategorized
$8.9M
10 holdings
Pooled Separate Account
$8.0M
12 holdings
Mutual Funds
$2.4M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| TIAA Investments Nuveen Large Cap GR INDX R6 | — | — | — | $3.6M | 10.0% | |
| PRIN MIDCAP GROWTH SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 021 | Pooled Separate Account | — | — | $2.9M | 7.9% | |
| BLACKROCK EQTY INDX FD CLASS 1 GREAT GRAY TRUST COMPANY · EIN 20-3802168 / PN 001 | Common Collective Trust | — | — | $2.9M | 7.8% | |
| JP Morgan Funds JP Morgan US Equity R6 Fund | Mutual Funds | — | — | $2.4M | 6.6% | |
| FLEXPATH IDX+ MOD 2035 R1 GREAT GRAY TRUST COMPANY · EIN 47-3002484 / PN 232 | Common Collective Trust | — | — | $2.2M | 5.9% | |
| LARGE CAP VALUE R1 FUND GREAT GRAY TRUST COMPANY · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $2.1M | 5.7% | |
| FLEXPATH IDX+ MOD RETIRE R1 GREAT GRAY TRUST COMPANY · EIN 47-2851418 / PN 226 | Common Collective Trust | — | — | $2.0M | 5.5% | |
| FLEXPATH IDX+ CON 2035 R1 GREAT GRAY TRUST COMPANY · EIN 47-3018134 / PN 233 | Common Collective Trust | — | — | $1.7M | 4.7% | |
| PRIN LIQUID ASSETS SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 024 | Pooled Separate Account | — | — | $1.7M | 4.6% | |
| FLEXPATH IDX+ MOD 2045 R1 GREAT GRAY TRUST COMPANY · EIN 47-2961375 / PN 235 | Common Collective Trust | — | — | $1.4M | 3.7% | |
| Fidelity Investments Fidelity Advisr Intrnl GR Z Fd | — | — | — | $1.3M | 3.7% | |
| FLEXPATH IDX+ MOD 2055 R1 GREAT GRAY TRUST COMPANY · EIN 47-3188067 / PN 238 | Common Collective Trust | — | — | $1.3M | 3.5% | |
| Vanguard Group Vanguard Explorer Admiral Fund | — | — | — | $954K | 2.6% | |
| Oppenheimer Inv Dev Mark R6 Fd | — | — | — | $803K | 2.2% | |
| Fidelity Investments Fidelity Sm Cap Index Fund | — | — | — | $787K | 2.2% | |
| PRIN SAM STRAT GROWTH SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 109 | Pooled Separate Account | — | — | $702K | 1.9% | |
| MID CAP VALUE R1 FUND GREAT GRAY TRUST COMPANY · EIN 38-4139852 / PN 630 | Common Collective Trust | — | — | $690K | 1.9% | |
| FLEXPATH IDX+ CON RETIRE R1 GREAT GRAY TRUST COMPANY · EIN 47-2916729 / PN 227 | Common Collective Trust | — | — | $607K | 1.7% | |
| CORE BOND R1 FUND GREAT GRAY TRUST COMPANY · EIN 82-1986152 / PN 325 | Common Collective Trust | — | — | $594K | 1.6% | |
| PRIN SHORT-TERM INCOME SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 124 | Pooled Separate Account | — | — | $556K | 1.5% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $519K | 1.4% | |
| MFS Investment Management MFS Int’l New Discovery R6 Fd | — | — | — | $515K | 1.4% | |
| SMALL CAP VALUE II R1 FUND GREAT GRAY TRUST COMPANY · EIN 38-4126250 / PN 554 | Common Collective Trust | — | — | $497K | 1.4% | |
| The American Funds American Funds NewPrsp R6 Fnd | — | — | — | $480K | 1.3% | |
| PRIN SAM FLEXIBLE INCOME SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 108 | Pooled Separate Account | — | — | $472K | 1.3% | |
| PRIN SAM CONS GROWTH SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 107 | Pooled Separate Account | — | — | $470K | 1.3% | |
| FLEXPATH IDX+ CON 2045 R1 GREAT GRAY TRUST COMPANY · EIN 47-3144367 / PN 236 | Common Collective Trust | — | — | $306K | 0.8% | |
| FLEXPATH IDX+ AGG 2035 R1 GREAT GRAY TRUST COMPANY · EIN 47-2987117 / PN 231 | Common Collective Trust | — | — | $276K | 0.8% | |
| PRIN SAM BALANCED SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 105 | Pooled Separate Account | — | — | $275K | 0.8% | |
| PRIN REAL ESTATE SECS SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 095 | Pooled Separate Account | — | — | $253K | 0.7% | |
| FLEXPATH IDX+ CON 2055 R1 GREAT GRAY TRUST COMPANY · EIN 47-3216409 / PN 239 | Common Collective Trust | — | — | $212K | 0.6% | |
| JP Morgan Funds JP Morgan Sm Cap Equity R6 Fd | — | — | — | $156K | 0.4% | |
| PGIM Investments PGIM Global Total Ret R6 Fd | — | — | — | $138K | 0.4% | |
| PRINCIPAL U.S PROPERTY SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 027 | Pooled Separate Account | — | — | $132K | 0.4% | |
| Guaranteed interest contract * Principal Life Insurance Company Guaranteed interest accounts | — | — | — | $121K | 0.3% | |
| INTERNATIONAL STOCK R1 FUND GREAT GRAY TRUST COMPANY · EIN 82-2436292 / PN 342 | Common Collective Trust | — | — | $55K | 0.2% | |
| PRIN SAM CONS BALANCED SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 106 | Pooled Separate Account | — | — | $34K | <0.1% | |
| FLEXPATH IDX+ AGG 2055 R1 GREAT GRAY TRUST COMPANY · EIN 47-3170652 / PN 001 | Common Collective Trust | — | — | $29K | <0.1% | |
| FLEXPATH IDX+ AGG 2045 R1 GREAT GRAY TRUST COMPANY · EIN 47-3170652 / PN 237 | Common Collective Trust | — | — | $22K | <0.1% | |
| FLEXPATH IDX+ AGG RETIRE R1 GREAT GRAY TRUST COMPANY · EIN 47-2836269 / PN 225 | Common Collective Trust | — | — | $18K | <0.1% | |
| PRIN FIN GRP, INC. STOCK SA-R6 WILMINGTON TRUST, N.A. · EIN 42-0127290 / PN 086 | Pooled Separate Account | — | — | $15K | <0.1% | |
| FLEXPATH IDX+ AGG 2025 R1 GREAT GRAY TRUST COMPANY · EIN 47-2935740 / PN 228 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH IDX+ CON 2025 R1 GREAT GRAY TRUST COMPANY · EIN 47-2961375 / PN 230 | Common Collective Trust | — | — | $0 | <0.1% | |
| LARGE CAP GROWTH R1 FUND GREAT GRAY TRUST COMPANY · EIN 82-4435820 / PN 375 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH IDX+ MOD 2025 R1 GREAT GRAY TRUST COMPANY · EIN 47-2950747 / PN 229 | Common Collective Trust | — | — | $0 | <0.1% |
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