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Original filing (PDF)20251014184755NAL0001770195001

PRECISION PRODUCTS MACHINING GROUP, LLC

Form 5500
FILING_RECEIVED
PRECISION PRODUCTS MACHINING GROUP, LLC PLAN
401(k) retirement plan
Signals · 1
100% in single holding
Active participants
285
Accounts w/ balance
220
Plan assets (EOY)
$21.9M
Net assets (EOY)
$21.9M
How this plan invests
This plan
1 pooled trust
Schedule D
1 securities
funds · stocks · CUSIPs

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

Plan health score (directional)
95
/ 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
75
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
  • Top holding "[DFE: MIP CL 1 (no filing on disk)]" is 100% of plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PRECISION PRODUCTS MACHINING GROUP, LLC.
Plan sponsor
Name
PRECISION PRODUCTS MACHINING GROUP, LLC
EIN
99-4001694
Address
2418 GREENS ROAD · HOUSTON, TX · 77032
Phone
(630) 543-9570
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
005
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
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)
3F · Sponsor used leased employees
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
ABIP, PC
Trustee / custodian
Trustee phone

Service providers (Schedule C)

3 rows
Recordkeeper
1
NameEINLocationRelationDirect compIndirect comp
FIDELITY INVESTMENTS INSTITUTIONAL04-2647786RECORDKEEPER$30K
Advisor / Consultant
2
NameEINLocationRelationDirect compIndirect comp
GALLAGHER FIDUCIARY ADVISORS LLC36-4291971ADVISOR$16K
MERRILL LYNCH13-5674085INVESTMENT ADVISOR$7K

Investments

1 pooled fund· $2.6M(12% 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.

PIInvestmentTypeShares / unitsCostCurrent value% of plan
MIP CL 1
FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024
Common Collective Trust
$2.6M11.9%

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