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Original filing (PDF)20260226085506NAL0007059347001
PERRY TECHNICAL INSTITUTE
Form 5500
FILING_RECEIVED
PERRY TECHNICAL INSTITUTE 401(K) PSP
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
110
Accounts w/ balance
158
Plan assets (EOY)
$14.8M
Net assets (EOY)
$14.8M
How this plan invests
This plan
1 pooled trust
Schedule D
30 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 PERRY TECHNICAL INSTITUTE.
Plan sponsor
Name
PERRY TECHNICAL INSTITUTE
EIN
91-0570848
Address
2011 W WASHINGTON AVE · YAKIMA, WA · 98903
Phone
(509) 895-5756
Industry
Educational Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-07-01
Tax period
2025-06-30
Filed
2026-02-26
Pension benefit codes
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
3F · Sponsor used leased employees
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY GLOBAL | — | BALTIMORE, MD | NONE | $29K | — |
| ASCENSUS LLC | 11-3665754 | — | NONE | $12K | — |
Investments
29 direct securities · 1 pooled fund· $14.6M(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.
Uncategorized
$13.9M
29 holdings
Common Collective Trust
$775K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds Fundamental Inv R6 American Funds 0 | — | — | — | $1.4M | 9.3% | |
| iShares Russell Top 200 Growth ETF iShares 0 | — | — | — | $1.3M | 8.7% | |
| Invesco Equally-Weighted S&P 500 R6 Invesco 0 | — | — | — | $1.3M | 8.4% | |
| Vanguard Target Retirement 2045 Fund Vanguard 0 | — | — | — | $918K | 6.2% | |
| American Funds Washington Mutual R6 American Funds 0 | — | — | — | $883K | 6.0% | |
| Vanguard Target Retirement 2050 Fund Vanguard 0 | — | — | — | $841K | 5.7% | |
| American Funds American Balanced R6 American Funds 0 | — | — | — | $812K | 5.5% | |
| METLIFE GAC-25053 CLASS 0 METLIFE (RELIANCE TRUST) · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $775K | 5.2% | |
| American Funds New Perspective R6 American Funds 0 | — | — | — | $756K | 5.1% | |
| Vanguard S&P Mid-Cap 400 Index ETF Vanguard 0 | — | — | — | $630K | 4.2% | |
| Dodge & Cox Stock Fund I Dodge & Cox 0 | — | — | — | $471K | 3.2% | |
| iShares Gold Trust ETF iShares 0 | — | — | — | $437K | 2.9% | |
| Vanguard Target Retirement 2055 Fund Vanguard 0 | — | — | — | $384K | 2.6% | |
| iShares Core S&P Small-Cap ETF iShares 0 | — | — | — | $364K | 2.5% | |
| American Funds SMALLCAP World R6 American Funds 0 | — | — | — | $341K | 2.3% | |
| Vanguard Target Retirement 2035 Fund Vanguard 0 | — | — | — | $335K | 2.3% | |
| Vanguard Target Retirement 2030 Fund Vanguard 0 | — | — | — | $311K | 2.1% | |
| American Funds New World R6 American Funds 0 | — | — | — | $311K | 2.1% | |
| Vanguard Intl Div Apprec Index ETF Vanguard 0 | — | — | — | $310K | 2.1% | |
| Vanguard Target Retirement 2060 Fund Vanguard 0 | — | — | — | $274K | 1.8% | |
| Vanguard Target Retirement 2040 Fund Vanguard 0 | — | — | — | $257K | 1.7% | |
| Vanguard Target Retirement 2020 Fund Vanguard 0 | — | — | — | $257K | 1.7% | |
| Vanguard Inflation-Protected Sec Adm Vanguard 0 | — | — | — | $215K | 1.4% | |
| PIMCO Intl Bond (USDHedged) I2 PIMCO 0 | — | — | — | $203K | 1.4% | |
| Vanguard Real Estate Index ETF Vanguard 0 | — | — | — | $202K | 1.4% | |
| PIMCO Mortgage Opport and Bond Instl PIMCO 0 | — | — | — | $176K | 1.2% | |
| Invesco Corporate Bond R6 Invesco 0 | — | — | — | $132K | 0.9% | |
| Vanguard FTSE All-World ex-US Idx Adm Vanguard 0 | — | — | — | $94K | 0.6% | |
| Vanguard Target Retirement 2025 Fund Vanguard 0 | — | — | — | $28K | 0.2% | |
| Vanguard Target Retirement 2065 Fund Vanguard 0 | — | — | — | $9K | <0.1% |
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