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Original filing (PDF)20251010134229NAL0008245249001
PERTRONIX, LLC
Form 5500
FILING_RECEIVED
PERTRONIX, LLC RETIREMENT PLAN
401(k) retirement plan
Active participants
73
Accounts w/ balance
152
Plan assets (EOY)
$4.8M
Net assets (EOY)
$4.8M
How this plan invests
This plan
25 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PERTRONIX, LLC.
Plan sponsor
Name
PERTRONIX, LLC
EIN
95-2252935
Address
10955 MILL CREEK RD. · LENEXA, KS · 66214
Phone
(913) 647-7300
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
2025-10-10
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
PICKETT, CHANEY& MCMULLEN LLP
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 | $28K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NORTHWESTERN MUTUAL INVESTMENT SVCS | — | MILWAUKEE, WI | BROKER/ADVISOR | $0 | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BENEFIT PLANS PLUS, LLC | — | ST. LOUIS, MO | CONTRACT ADMIN | $0 | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LEAFHOUSE FINANCIAL ADVISORS, LLC | — | AUSTIN, TX | OTHER | $2K | — |
Investments
25 direct securities· $4.8M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2030 Mutual fund | — | — | — | $1.0M | 21.1% | |
| Vanguard Target Retirement 2040 Mutual fund | — | — | — | $936K | 19.3% | |
| Vanguard Target Retirement 2045 Mutual fund | — | — | — | $758K | 15.7% | |
| Vanguard Target Retirement 2020 Mutual fund | — | — | — | $299K | 6.2% | |
| Vanguard Target Retirement 2035 Mutual fund | — | — | — | $283K | 5.8% | |
| Vanguard Target Retirement 2055 Mutual fund | — | — | — | $274K | 5.7% | |
| Vanguard Target Retirement 2025 Mutual fund | — | — | — | $198K | 4.1% | |
| Vanguard Target Retirement 2050 Mutual fund | — | — | — | $188K | 3.9% | |
| Fidelity Advisor Total Bond Mutual fund 5 JPMorgan Large Cap Growth Mutual fund | — | — | — | $166K | 3.4% | |
| Key Guaranteed Portfolio Guaranteed investment contract | — | — | — | $130K | 2.7% | |
| BlackRock Mid-Cap Growth Equity Mutual fund | — | — | — | $129K | 2.7% | |
| Vanguard 500 Index Mutual fund | — | — | — | $82K | 1.7% | |
| Vanguard Developed Markets Index Mutual fund | — | — | — | $70K | 1.4% | |
| PIMCO Income Mutual fund | — | — | — | $51K | 1.1% | |
| American Century Mid Cap Value Mutual fund | — | — | — | $48K | 1.0% | |
| Putnam Small Cap Growth Mutual fund | — | — | — | $42K | 0.9% | |
| American Century Small Cap Value Mutual fund | — | — | — | $41K | 0.9% | |
| Vanguard Target Retirement 2065 Mutual fund | — | — | — | $31K | 0.6% | |
| MFS Value Mutual fund | — | — | — | $31K | 0.6% | |
| Vanguard Mid Cap Index Fund Mutual fund | — | — | — | $15K | 0.3% | |
| Vanguard Target Retirement 2060 Mutual fund | — | — | — | $10K | 0.2% | |
| MFS International Intrinsic Value Mutual fund | — | — | — | $8K | 0.2% | |
| Vanguard Small Cap Index Mutual fund | — | — | — | $6K | 0.1% | |
| American Century Real Estate Mutual fund | — | — | — | $5K | 0.1% | |
| American Funds New World Mutual fund | — | — | — | $5K | 0.1% |
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