Retirement plan

PRECISION DEFENSE SERVICES, INC. HOURLY PROFIT SHARING AND 401(K) SAVINGS PLAN

Name: PRECISION DEFENSE SERVICES, INC. - PRECISION DEFENSE SERVICES, INC. HOURLY PROFIT SHARING AND 401(K) SAVINGS PLAN (2025) Form 5500
Creator: PRECISION DEFENSE SERVICES, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PRECISION DEFENSE SERVICES, INC. HOURLY PROFIT SHARING AND 401(K) SAVINGS PLAN, PRECISION DEFENSE SERVICES, INC.

PRECISION DEFENSE SERVICES, INC.EIN 22-2994536Plan #004PY 2025

1 QUALITY WAY - IRWIN, PA 15642724-863-1100pdsindustries.comLinkedIn51-200 employeesmachinery

Other plans on this EIN

1 filing

#005Retirement-$5.2M assets

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$11.9M

+22.4% from 2024

Total participants

-3.0% from 2024

Average account balance

$126,254

+23.7% from 2024

Annual return

15.60%

+2.50 pp from 2024

Benchmarks

See 9,879 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants25-99

Cohort9,879 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$11.87M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$126K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

111.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$907K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$11K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+15.60%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$3068

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2F2G2J2T3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$288K

$3433 / participant

Other / not subdivided$288K100.0%

% of EOY assets

2.430%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$126,254

$95,453+32.3%

$112,040+12.7%

$82,448+53.1%

Participation rate

97.6%

72.8%+24.9pp

76.5%+21.1pp

68.1%+29.6pp

Annual return

15.60%

23.92%-8.3pp

24.52%-8.9pp

41.64%-26.0pp

Employer contribution / active EE

$5,529

$2,318+138.5%

$2,954+87.2%

$2,551+116.7%

Participant deferral / active EE

$5,273

$4,224+24.8%

$5,098+3.4%

$4,139+27.4%

Admin fee / account holder

$3,068

$9,013-66.0%

$12,098-74.6%

$7,234-57.6%

PRECISION DEFENSE SERVICES, INC. HOURLY PROFIT SHARING AND 401(K) SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

PRECISION DEFENSE SERVICES, INC. HOURLY PROFIT SHARING AND 401(K) SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion