Retirement plan

FALCON PRECISION MACHINING COMPANY, INC. 401(K) PLAN AND TRUST

Name: FALCON PRECISION MACHINING COMPANY, INC. - FALCON PRECISION MACHINING COMPANY, INC. 401(K) PLAN AND TRUST (2025) Form 5500
Creator: FALCON PRECISION MACHINING COMPANY, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, FALCON PRECISION MACHINING COMPANY, INC. 401(K) PLAN AND TRUST, FALCON PRECISION MACHINING COMPANY, INC.

FALCON PRECISION MACHINING COMPANY, INC.EIN 30-1018823Plan #001PY 2025

97 CENTER STREET - LUDLOW, MA 01056413-583-2117LinkedIn1-10 employeeselectrical/electronic manufacturing

Prospect flagsHigh feesLow fidelity bond

How to read this page

Total assets (EOY)

$1.7M

+23.4% from 2024

Total participants

0.0% from 2024

Average account balance

$167,817

+35.7% from 2024

Annual return

17.59%

-6.93 pp from 2024

Benchmarks

See 11,025 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants<25

Cohort11,025 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.68M

Not enough data

1 years with asset history on file

Average account balance

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

$168K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$93K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$9K

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

+17.59%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1401

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 codes2E2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
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

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$14K

$1401 / participant

Other / not subdivided$14K100.0%

% of EOY assets

0.835%

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

$167,817

$136,860+22.6%

$120,344+39.4%

$154,746+8.4%

Participation rate

90.0%

79.9%+10.1pp

76.7%+13.3pp

80.7%+9.3pp

Annual return

17.59%

21.38%-3.8pp

20.30%-2.7pp

172.34%-154.7pp

Employer contribution / active EE

$2,118

$3,533-40.0%

$3,020-29.9%

$4,379-51.6%

Participant deferral / active EE

$7,155

$5,793+23.5%

$5,135+39.3%

$6,730+6.3%

Admin fee / account holder

$1,401

$15,393-90.9%

$12,742-89.0%

$14,365-90.2%

FALCON PRECISION MACHINING COMPANY, INC. 401(K) PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

FALCON PRECISION MACHINING COMPANY, INC. 401(K) PLAN AND TRUST

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