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Original filing (PDF)20251009131624NAL0007048321001
PERFORMANCE RADIATOR PACIFIC, LLC
Form 5500
FILING_RECEIVED
PERFORMANCE RADIATOR PACIFIC LLC 401K PLAN
401(k) retirement plan
Signals · 1
~89 bps in Sched C fees
Active participants
162
Accounts w/ balance
78
Plan assets (EOY)
$6.4M
Net assets (EOY)
$6.4M
How this plan invests
This plan
42 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
86
/ 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
100
Participation health
65
Knocking points off
- 89 bps in Schedule C fees — 71% above peer band of 52 bps.
- Only 48% as many balances as active participants — suggests many active employees aren't deferring.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PERFORMANCE RADIATOR PACIFIC, LLC.
Plan sponsor
Name
PERFORMANCE RADIATOR PACIFIC, LLC
EIN
91-1956652
Address
2667 S. TACOMA WAY · TACOMA, WA · 984097525
Phone
(253) 471-4203
Industry
Other Services (ex. Public Admin)see 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
2025-10-09
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
CLARK NUBER, PS
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER AND S | 13-5674085 | — | RECORDKEEPER | $17K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASCENSUS | — | CHICAGO, IL | CONSULTANT | $14K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CLARK NUBER | — | BELLEVUE, WA | OTHER | $27K | — |
Investments
32 direct securities· $6.4M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Bond Fund of America Mutual Fund | — | — | — | $1.2M | 18.8% | |
| Fidelity 500 Index Fund Mutual Fund | — | — | — | $694K | 10.8% | |
| iShares MSCI EAFE International Index Mutual Fund | — | — | — | $508K | 7.9% | |
| NUVEEN LARGE CAP GROWTH IDX R6 MUTUAL FUNDS 87 NUVEEN LARGE CAP VAL IDX R6 GM MUTUAL FUNDS | — | — | $420K | $464K | 7.2% | |
| Fidelity Mid Cap Index Mutual Fund | — | — | — | $421K | 6.5% | |
| NUVEEN LARGE CP GRTH IDX R6 GM MUTUAL FUNDS | — | — | $330K | $416K | 6.5% | |
| Vanguard Total World Stock Index Mutual Fund | — | — | $218K | $250K | 3.9% | |
| Vanguard Information Tech Index Mutual Fund | — | — | — | $224K | 3.5% | |
| Fidelity Emerging Markets Index Mutual Fund | — | — | — | $210K | 3.3% | |
| Fidelity Inflation Protected Bond Mutual Fund | — | — | — | $162K | 2.5% | |
| VANGUARD REIT INDEX FUND ADM MUTUAL FUNDS | — | — | $154K | $157K | 2.4% | |
| Blackrock Federal Fund Premier Mutual Fund | — | — | $139K | $139K | 2.2% | |
| Blackrock Health Sciences OPP Mutual Fund | — | — | — | $131K | 2.0% | |
| Fidelity Small Cap Index Fund Mutual Fund | — | — | — | $127K | 2.0% | |
| Vanguard Total World Stock Index Mutual Fund | — | — | — | $123K | 1.9% | |
| Fidelity Mid Cap Index Mutual Fund | — | — | — | $115K | 1.8% | |
| PIMCO Commodities Plus Mutual Fund | — | — | $99K | $101K | 1.6% | |
| Wasatch Core Growth Fund Mutual Fund | — | — | — | $95K | 1.5% | |
| American Bond Fund of America Mutual Fund | — | — | — | $94K | 1.5% | |
| PGIM High Yield Fund Mutual Fund | — | — | — | $90K | 1.4% | |
| Fidelity Inflation Protected Bond Index Mutual Fund | — | — | $90K | $89K | 1.4% | |
| PIMCO Commodities Plus Mutual Fund | — | — | $87K | $86K | 1.3% | |
| Wasatch Core Growth Fund Mutual Fund | — | — | — | $83K | 1.3% | |
| Vanguard Energy Index Fund CL Admiral Mutual Fund | — | — | — | $82K | 1.3% | |
| PGIM High Yield Fund Mutual Fund | — | — | — | $81K | 1.3% | |
| BLACKROCK FEDFUND PREMIER GM MONEY MARKET | — | — | $80K | $80K | 1.2% | |
| iShares MSCI EAFE International Index Mutual Fund | — | — | — | $69K | 1.1% | |
| Fidelity Small Cap Index Fund Mutual Fund | — | — | — | $57K | 0.9% | |
| Vanguard Real Estate Index Fund Admiral Mutual Fund | — | — | $44K | $44K | 0.7% | |
| Fidelity Emerging Markets Index Mutual Fund | — | — | — | $36K | 0.6% | |
| Participant loans Rate at 9.50% - 0 - | — | — | — | $2K | <0.1% | |
| ACCRUED INCOME ACCRUED INCOME 0 LOAN FUND LOANS | — | — | $2K | $2K | <0.1% |