Original filing (PDF)20251009193405NAL0003843219001

PINDLER & PINDLER, INC.

Name: PINDLER & PINDLER, INC. — PINDLER & PINDLER, INC. EMPLOYEES' PROFIT SHARING PLAN, Form 5500 (2024)
Creator: PINDLER & PINDLER, INC.

Form 5500

FILING_RECEIVED

PINDLER & PINDLER, INC. EMPLOYEES' PROFIT SHARING PLAN

Defined-contribution retirement plan

Signals · 2

~80 bps in Sched C feesNo recordkeeper disclosed

Active participants

122

Accounts w/ balance

149

Plan assets (EOY)

$16.2M

Net assets (EOY)

$16.2M

How this plan invests

This plan

56 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Average plan with room to improve

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Total administrative cost in the bottom quartile of peers (8th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PINDLER & PINDLER, INC..

Plan sponsor

Name

PINDLER & PINDLER, INC.

EIN

95-1851466

Address

11910 POINDEXTER AVENUE · MOORPARK, CA · 93021

Phone

(805) 531-9090

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

2025-10-09

Pension benefit codes

2E · Profit-sharing

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

MELONI HRIBAL TRATNER LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

1 rows

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
OPPENHEIMER & CO.	13-2798343	—	NONE	$129K	—

Investments

56 direct securities· $15.5M(96% of reported assets)

Other securities

$13.6M

14 holdings

Common Stock

$1.4M

39 holdings

Cash / Money Market

$622K

3 holdings

					% of plan
36,999 Parnassus Core Equity Nstl Mutual Funds	Other securities	—	$1.9M	$2.2M	13.6%
9,874 Vanguard Growth Index fund Mutual Funds	Other securities	—	$1.3M	$2.1M	12.9%
31,922 Eaton Vance Atlanta Cap Smid Mutual Funds	Other securities	—	$1.1M	$1.3M	8.2%
59,945 Chautauqua International Mutual Funds	Other securities	—	$1.0M	$1.1M	7.0%
131,236 Vanguard Interm term Invest Mutual Funds	Other securities	—	$1.1M	$1.1M	6.9%
116,120 Axonic Strategic Income Fund Mutual Funds	Other securities	—	$1.0M	$1.0M	6.4%
47,539 BNY Mellon Global Fixed Income Mutual Funds	Other securities	—	$983K	$956K	5.9%
54,366 GQG Partners Emerging Markets Mutual Funds	Other securities	—	$794K	$899K	5.5%
35,684 Nexpoint Merger Arbitrade Fund Mutual Funds	Other securities	—	$703K	$705K	4.3%
62,539 Absolute Convertible Arbitrage Mutual Funds	Other securities	—	$684K	$700K	4.3%
27,111 Guggenheim Marco Oppty FD Mutual Funds	Other securities	—	$673K	$669K	4.1%
68,136 Federated Hermes Government Mutual Funds	Other securities	—	$668K	$668K	4.1%
580,940 US Bank Cash & Cash Equivalents	Cash / Money Market	—	$581K	$581K	3.6%
300 Jpmorgan Chase & Co Com Common Stock	Common Stock	—	$23K	$72K	0.4%
235 Chubb Limited Common Stock	Common Stock	—	$32K	$65K	0.4%
461 Morgan Stanley Com New Common Stock	Common Stock	—	$23K	$58K	0.4%
216 Broadcom Inc Common Stock	Common Stock	—	$13K	$50K	0.3%
412 RTX Corporation Common Stock	Common Stock	—	$19K	$48K	0.3%
596 Johnson Ctls Intl Plc Common Stock	Common Stock	—	$27K	$47K	0.3%
1,060 Bank Of America Corp Common Stock	Common Stock	—	$30K	$47K	0.3%
386 Philip Morris Intl Inc Common Stock	Common Stock	—	$33K	$46K	0.3%
425 Exxon Mobil Corp Common Stock	Common Stock	—	$35K	$46K	0.3%
598 Nextera Energy Inc Common Stock	Common Stock	—	$27K	$43K	0.3%
424 Merck & Co Inc Common Stock	Common Stock	—	$29K	$42K	0.3%
694 Cisco Sys Inc Common Stock	Common Stock	—	$26K	$41K	0.3%
154 General Dynamics Corp Common Stock	Common Stock	—	$27K	$41K	0.3%
395 Siemens Ag Sponsored Adr Subject To Custody Fee Common Stock	Common Stock	—	$26K	$38K	0.2%
263 Johnson & Johnson Common Stock	Common Stock	—	$29K	$38K	0.2%
1,664 Kenvue Inc Common Stock	Common Stock	—	$35K	$36K	0.2%
237 Chevron Corp New Common Stock	Common Stock	—	$28K	$34K	0.2%
344 Conocophillips Common Stock	Common Stock	—	$24K	$34K	0.2%
311 Duke Energy Corp New Com New Common Stock	Common Stock	—	$27K	$34K	0.2%
335 Novartis Ag Sponsored Adr Common Stock	Common Stock	—	$25K	$33K	0.2%
76 Microsoft Corp Common Stock	Common Stock	—	$10K	$32K	0.2%
126 Lowes Cos Inc Common Stock	Common Stock	—	$15K	$31K	0.2%
385 Medtronic Plc Common Stock	Common Stock	—	$39K	$31K	0.2%
807 Comcast Corp New Cla Common Stock	Common Stock	—	$32K	$30K	0.2%
732 Dow Inc Common Stock	Common Stock	—	$37K	$29K	0.2%
669 Truist Finl Corp Common Stock	Common Stock	—	$30K	$29K	0.2%
28,938 Primary Liquidity Fund Cash & Cash Equivalents	Cash / Money Market	—	$29K	$29K	0.2%
961 Vici Pptys Inc Reit Common Stock	Common Stock	—	$30K	$28K	0.2%
1,129 At&T Inc Common Stock	Common Stock	—	$25K	$26K	0.2%
451 Unilever Plc Sponadr New Common Stock	Common Stock	—	$18K	$26K	0.2%
250 Crown Castle Inc Reit Common Stock	Common Stock	—	$23K	$23K	0.1%
179 United Parcel Service Inc Cl B Common Stock	Common Stock	—	$30K	$23K	0.1%
319 Citigroup Inc Com New Common Stock	Common Stock	—	$24K	$22K	0.1%
payable in biweekly principal and interest payments over terms ranging from one to five years or longer for principal residence. $ -	Other securities	—	—	$22K	0.1%
161 Target Corp Common Stock	Common Stock	—	$19K	$22K	0.1%
1,031 Healthpeak Properties Inc Reit Common Stock	Common Stock	—	$30K	$21K	0.1%
785 Pfizer Inc Common Stock	Common Stock	—	$29K	$21K	0.1%