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Original filing (PDF)20251013104809NAL0000505107001
PETERSEN PRECISION ENGINEERING, LLC
Form 5500
FILING_RECEIVED
PETERSEN PRECISION ENGINEERING, LLC 401(K) SAVINGS PLAN
401(k) retirement plan
Signals · 1
29% in single holding
Active participants
158
Accounts w/ balance
124
Plan assets (EOY)
$12.9M
Net assets (EOY)
$12.9M
How this plan invests
This plan
9 pooled trusts
Schedule D
32 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
97
/ 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
86
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Putnam Large Cap Growth Mutual Funds" is 29% of plan.
Helping the score
- Below-peer total fees (7 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PETERSEN PRECISION ENGINEERING, LLC.
Plan sponsor
Name
PETERSEN PRECISION ENGINEERING, LLC
EIN
94-1623325
Address
611 BROADWAY · REDWOOD CITY, CA · 94063
Phone
(650) 556-5823
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
2025-10-13
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)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
AUDIT AND TAX SOLUTIONS, CPA, INC.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $0 | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LEAFHOUSE FINANCIAL ADVISORS, LLC | — | AUSTIN, TX | INVESTMENT ADVISOR | $6K | — |
Broker
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MML INVESTORS SERVICES LLC | — | SPRINFIELD, MA | BROKER/ADVISER | $0 | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $4K | — |
Investments
24 direct securities · 9 pooled funds· $12.9M(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
$11.0M
24 holdings
Common Collective Trust
$2.0M
9 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Putnam Large Cap Growth Mutual Funds | — | — | — | $3.7M | 28.9% | |
| iShares S&P 500 Index Mutual Funds | — | — | — | $1.7M | 13.4% | |
| Key Guaranteed Portfolio Fund Guaranteed Investment Contract | — | — | — | $1.4M | 10.8% | |
| PUTNAM RETIREMENT ADVANTAGE 2030 V PUTNAM INVESTMENTS · EIN 26-0788040 / PN 262 | Common Collective Trust | — | — | $676K | 5.2% | |
| Empower T. Rowe Price Mdcp Gr Fund Mutual Funds | — | — | — | $670K | 5.2% | |
| American Funds Fundamental Invs Mutual Funds | — | — | — | $518K | 4.0% | |
| PUTNAM RETIREMENT ADVANTAGE 2045 V PUTNAM INVESTMENTS · EIN 26-1208510 / PN 259 | Common Collective Trust | — | — | $487K | 3.8% | |
| Victory Sycamore Established Value Mutual Funds | — | — | — | $391K | 3.0% | |
| PUTNAM RETIREMENT ADVANTAGE TRST MA PUTNAM INVESTMENTS · EIN 26-0788428 / PN 268 | Common Collective Trust | — | — | $386K | 3.0% | |
| PUTNAM RETIREMENT ADVANTAGE 2035 V PUTNAM INVESTMENTS · EIN 26-0787945 / PN 261 | Common Collective Trust | — | — | $358K | 2.8% | |
| iShare U.S. Aggregate Bond Index Mutual Funds | — | — | — | $356K | 2.8% | |
| Putnam Large Cap Value Mutual Funds | — | — | — | $344K | 2.7% | |
| iShare Russell Mid Cap Index Mutual Funds | — | — | — | $318K | 2.5% | |
| iShare Russell 2000 Small Cap Index Mutual Funds | — | — | — | $299K | 2.3% | |
| Empower International Value Inv Mutual Funds | — | — | — | $285K | 2.2% | |
| Participant Loans 28 loans; 4.25-9.50% | — | — | — | $206K | 1.6% | |
| iShare Msci Eafe International Index Mutual Funds | — | — | — | $165K | 1.3% | |
| Franklin Small Cap Value Mutual Funds | — | — | — | $117K | 0.9% | |
| American Funds New Perspective Mutual Funds | — | — | — | $87K | 0.7% | |
| Empower Secure Foundation Balanced Svc Mutual Funds | — | — | — | $75K | 0.6% | |
| similar party Investment Value Invesco Core Plus Bond Mutual Funds | — | — | — | $56K | 0.4% | |
| PUTNAM RETIREMENT ADVANTAGE 2025 V PUTNAM INVESTMENTS · EIN 26-1384344 / PN 263 | Common Collective Trust | — | — | $37K | 0.3% | |
| American Century Emerging Markets Mutual Funds | — | — | — | $34K | 0.3% | |
| Cohen & Steers Real Estate Securities Mutual Funds | — | — | — | $33K | 0.3% | |
| Pimco Real Return Mutual Funds | — | — | — | $33K | 0.3% | |
| Lord Abbett High Yield Mutual Funds | — | — | — | $32K | 0.2% | |
| Pimco Int Bond Mutual Funds | — | — | — | $26K | 0.2% | |
| PUTNAM RETIREMENT ADVANTAGE 2055 V PUTNAM INVESTMENTS · EIN 27-3616920 / PN 275 | Common Collective Trust | — | — | $26K | 0.2% | |
| Janus Henderson Triton Mutual Funds | — | — | — | $22K | 0.2% | |
| PUTNAM RETIREMENT ADVANTAGE 2050 V PUTNAM INVESTMENTS · EIN 26-0787670 / PN 258 | Common Collective Trust | — | — | $12K | <0.1% | |
| PUTNAM RETIREMENT ADVANTAGE TRST 20 PUTNAM INVESTMENTS · EIN 27-3616920 / PN 273 | Common Collective Trust | — | — | $8K | <0.1% | |
| MFS International Growth Mutual Funds | — | — | — | $8K | <0.1% | |
| PUTNAM RETIREMENT ADVANTAGE 2040 V PUTNAM INVESTMENTS · EIN 26-1384398 / PN 260 | Common Collective Trust | — | — | $532 | <0.1% |
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