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Original filing (PDF)20251010162740NAL0013534928001
PMC GLOBAL, INC.
Form 5500
FILING_RECEIVED
PMC GLOBAL, INC. AND SUBSIDIARIES EMPLOYEES' RETIREMENT SAVINGS PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
1,040
Accounts w/ balance
1,523
Plan assets (EOY)
$85.4M
Net assets (EOY)
$85.4M
How this plan invests
This plan
21 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 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
80
Vendor stack
80
Participation health
100
Knocking points off
- 24 bps in Schedule C fees — modestly above peer band of 16 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PMC GLOBAL, INC..
Plan sponsor
Name
PMC GLOBAL, INC.
EIN
95-4605938
Address
12243 BRANFORD STREET · SUN VALLEY, CA · 913521367
Phone
(818) 896-1101
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
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
MILLER KAPLAN ARASE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY GLOBAL BANKING | 36-3145972 | — | SERVICE PROVIDER | $97K | — |
| LINCOLN NATIONAL CORPORATION | 35-1140070 | — | SERVICE PROVIDER | $95K | — |
| MILLER KAPLAN ARASE LLP | 95-2036255 | — | SERVICE PROVIDER | $14K | — |
Investments
21 direct securities· $80.2M(94% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Lincoln Stable Value Account | — | — | — | $11.9M | 13.9% | |
| Vanguard: 500 Index Fund | — | — | — | $11.0M | 12.9% | |
| Pioneer Large Cap Growth Portfolio Class R1 | — | — | — | $9.3M | 10.9% | |
| Columbia Trust Dividend Income Ms | — | — | — | $8.5M | 10.0% | |
| Metropolitan West Total Return Bond Fund | — | — | — | $6.8M | 7.9% | |
| Artisan International Value Fund | — | — | — | $5.2M | 6.1% | |
| Inflation-Protected Securities Fund | — | — | — | $3.6M | 4.3% | |
| New World Fund | — | — | — | $3.2M | 3.7% | |
| Fidelity International Index | — | — | — | $3.1M | 3.7% | |
| J.P. Morgan Undiscovered Managers Behavioral Value Fund | — | — | — | $2.8M | 3.2% | |
| Franklin Small Cap Growth Fund | — | — | — | $2.6M | 3.0% | |
| Janus Enterprise CF CL MS Fund | — | — | — | $2.2M | 2.5% | |
| John Hancock Disciplined Value Mid Cap Fund | — | — | — | $2.1M | 2.4% | |
| Brandy Wine Global High Yield | — | — | — | $1.3M | 1.5% | |
| Small Cap Index Fund | — | — | — | $1.2M | 1.4% | |
| Mid Cap Index Fund | — | — | — | $1.2M | 1.4% | |
| American Funds: Income Fund | — | — | — | $1.1M | 1.2% | |
| New Perspective Fund | — | — | — | $970K | 1.1% | |
| Participant Loans Various maturities; 3.50% - 9.50%, secured | — | — | — | $915K | 1.1% | |
| REIT Index Fund | — | — | — | $722K | 0.8% | |
| Hartford World Bond Fund | — | — | — | $555K | 0.6% |