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Original filing (PDF)20251010141512NAL0018798338001
BORLA PERFORMANCE INDUSTRIES INC
Form 5500
FILING_RECEIVED
BORLA PERFORMANCE INDUSTRIES, INC. 401(K) RETIREMENT PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
237
Accounts w/ balance
186
Plan assets (EOY)
$6.4M
Net assets (EOY)
$6.4M
How this plan invests
This plan
13 pooled trusts
Schedule D
18 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (11 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BORLA PERFORMANCE INDUSTRIES INC.
Plan sponsor
Name
BORLA PERFORMANCE INDUSTRIES INC
EIN
95-3792594
Address
500 BORLA DR · JOHNSON CITY, TN · 376047555
Phone
(805) 986-8600
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
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)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BLACKBURN, CHILDERS & STEAGALL, PLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsTPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $7K | — |
Investments
15 direct securities · 13 pooled funds· $7.5M(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
$4.2M
15 holdings
Pooled Separate Account
$3.3M
13 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| PRIN BLUE CHIP SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 133 | Pooled Separate Account | — | $27K | $1.4M | 21.8% | |
| Principal Life Insurance Company Large Cap Growth I Separate Account 10,968.8411 units | — | — | $11K | $881K | 13.7% | |
| PRIN LARGECAP GROWTH I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 066 | Pooled Separate Account | — | — | $881K | 13.7% | |
| Principal Life Insurance Company Nuveen Lifecycle Index 2030 R6 32,391.5536 units | — | — | $32K | $782K | 12.1% | |
| Principal Life Insurance Company Nuveen Lifecycle Index 2040 R6 25,116.5799 units | — | — | $25K | $735K | 11.4% | |
| PRIN LIQUID ASSETS SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 024 | Pooled Separate Account | — | $7K | $486K | 7.5% | |
| Principal Life Insurance Company Fidelity 500 Index Fund 1,961.8714 units | — | — | $2K | $401K | 6.2% | |
| Principal Life Insurance Company Nuveen Lifecycle Index 2050 INS 10,566.8393 units | — | — | $11K | $333K | 5.2% | |
| Principal Life Insurance Company International Small Cap Separate Account 1,783.7620 units | — | — | $2K | $265K | 4.1% | |
| PRIN INTL SMALLCAP SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 014 | Pooled Separate Account | — | — | $265K | 4.1% | |
| Principal Life Insurance Company Nuveen Lifecycle Index 2060 R6 11,802.8722 units | — | — | $12K | $234K | 3.6% | |
| Principal Life Insurance Company Government & HQ Bond Separate Account 7,403.8214 units | — | — | $7K | $223K | 3.5% | |
| PRIN GOVT & HQ BOND SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 007 | Pooled Separate Account | — | — | $223K | 3.5% | |
| Principal Life Insurance Company Guaranteed Interest Account | — | — | — | $222K | 3.4% | |
| Principal Life Insurance Company Nuveen Lifecycle Index 2025 R6 4,429.3073 units | — | — | $4K | $95K | 1.5% | |
| Principal Life Insurance Company Nuveen Lifecycle Index 2020 R6 2,072.0775 units | — | — | $2K | $39K | 0.6% | |
| Principal Life Insurance Company Nuveen Lifecycle Index 2065 R6 262.0853 units | — | — | — | $4K | <0.1% | |
| Principal Life Insurance Company Nuveen Lifecycle Index 2055 R6 104.1291 units | — | — | — | $3K | <0.1% | |
| Principal Life Insurance Company Nuveen Lifecycle Index 2035 R6 88.7165 units | — | — | — | $2K | <0.1% | |
| Principal Life Insurance Company Nuveen Lifecycle Index 2045 R6 45.0366 units | — | — | — | $1K | <0.1% | |
| PRINCIPAL SMALLCAP SEP ACCT-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 029 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN LIFETIME 2020 SEP ACCT-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 076 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN LIFETIME 2030 SEP ACCT-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 077 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN LIFETIME 2040 SEP ACCT-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 078 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN LIFETIME 2050 SEP ACCT-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 079 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN LIFETIME STRAT INC SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 080 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN CAPITAL APPR SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 119 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN LIFETIME 2060 SEP ACCT-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 130 | Pooled Separate Account | — | — | $0 | <0.1% |
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