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Original filing (PDF)20250918171508NAL0001990080001
READER PRECISION SOLUTIONS, INC.
Form 5500
FILING_RECEIVED
READER PRECISION SOLUTIONS, INC. 401(K) PLAN
401(k) retirement plan
Signals · 2
30% in single holdingNo recordkeeper disclosed
Active participants
111
Accounts w/ balance
124
Plan assets (EOY)
$8.0M
Net assets (EOY)
$8.0M
How this plan invests
This plan
1 pooled trust
Schedule D
24 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
85
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "American Funds 2030 Target Date Retirement Fund Class R6" is 30% of plan.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for READER PRECISION SOLUTIONS, INC..
Plan sponsor
Name
READER PRECISION SOLUTIONS, INC.
EIN
92-3854144
Address
555 KOOPMAN LANE · ELKHORN, WI · 53121
Phone
(262) 743-1700
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
2025-09-18
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
2T · Default investment account (QDIA)
2S · Automatic enrollment
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
CHORTEK, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK | 01-0233346 | — | RETAINED BY PLAN SPOSNOR | $39K | — |
| MORGAN STANLEY | — | PURCHASE, NY | RETAINED BY PLAN SPONSOR | $0 | — |
Investments
23 direct securities · 1 pooled fund· $8.0M(100% 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
$7.5M
23 holdings
Common Collective Trust
$491K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds 2030 Target Date Retirement Fund Class R6 | — | — | — | $2.4M | 30.0% | |
| American Funds 2040 Target Date Retirement Fund Class R6 | — | — | — | $864K | 10.8% | |
| American Funds 2035 Target Date Retirement Fund Class R6 | — | — | — | $787K | 9.8% | |
| American Funds 2025 Target Date Retirement Fund Class R6 | — | — | — | $553K | 6.9% | |
| JOHN HANCOCK STABLE VALUE FUND GLOBAL TRUST COMPANY - JOHN HANCOCK · EIN 80-6136981 / PN 001 | Common Collective Trust | — | — | $491K | 6.1% | |
| American Funds 2045 Target Date Retirement Fund Class R6 | — | — | — | $452K | 5.6% | |
| American Funds 2020 Target Date Retirement Fund Class R6 | — | — | — | $441K | 5.5% | |
| American Funds 2060 Target Date Retirement Fund Class R6 | — | — | — | $426K | 5.3% | |
| Fidelity 500 Index Fund | — | — | — | $330K | 4.1% | |
| American Funds 2055 Target Date Retirement Fund Class R6 | — | — | — | $293K | 3.7% | |
| American Funds 2065 Target Date Retirement Fund Class R6 | — | — | — | $272K | 3.4% | |
| American Funds 2010 Target Date Retirement Fund Class R6 | — | — | — | $193K | 2.4% | |
| American Funds 2050 Target Date Retirement Fund Class R6 | — | — | — | $142K | 1.8% | |
| JP Morgan U.S. Government Money Market Cap Cl 27 Putnam Large Cap Value Fund Class R6 | — | — | — | $104K | 1.3% | |
| AB Large Cap Growth Fund Class A | — | — | — | $96K | 1.2% | |
| Notes receivable from participants 9.50% | — | — | — | $93K | 1.2% | |
| Victory RS Partners Fund Class Y | — | — | — | $19K | 0.2% | |
| Fuller & Thaler Behavioral Small-Cap Equity Fund Class R6 | — | — | — | $19K | 0.2% | |
| Fidelity International Index Fund | — | — | — | $10K | 0.1% | |
| MFS Mid Cap Growth Fund Class R3 | — | — | — | $10K | 0.1% | |
| Fidelity Emerging Markets Discovery Fund Class Z | — | — | — | $10K | 0.1% | |
| Vanguard Mid-Cap Index Fund Admiral Shares | — | — | — | $5K | <0.1% | |
| Putnam Small Cap Growth Fund Class Y | — | — | — | $3K | <0.1% | |
| John Hancock Disciplined Value Mid Cap Fund Class R6 | — | — | — | $2K | <0.1% |