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Original filing (PDF)20251016081022NAL0008234496001
TRI-CITY ELECTRICAL CONTRACTORS, INC.
Form 5500
FILING_RECEIVED
TRI-CITY ELECTRICAL CONTRACTORS, INC. RETIREMENT AND SAVINGS PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
800
Accounts w/ balance
913
Plan assets (EOY)
$30.0M
Net assets (EOY)
$30.0M
How this plan invests
This plan
1 pooled trust
Schedule D
26 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
65
Vendor stack
80
Participation health
100
Knocking points off
- 46 bps in Schedule C fees — 60% above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TRI-CITY ELECTRICAL CONTRACTORS, INC..
Plan sponsor
Name
TRI-CITY ELECTRICAL CONTRACTORS, INC.
EIN
02-0657423
Address
430 WEST DR · ALTAMONTE SPRINGS, FL · 327142539
Phone
(563) 299-1291
Industry
Electrical Contractors· Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
004
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-16
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)
Audit & trust (Schedule H)
Auditor
REHMANN ROBSON LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RESOURCES INVESTMENT ADVISORS | 43-1451524 | — | INVESTMENT ADVISORY | $0 | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $139K | — |
Investments
26 direct securities · 1 pooled fund· $35.4M(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
$29.9M
26 holdings
Common Collective Trust
$5.5M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| T. ROWE PRICE STABLE VALUE A T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $5.5M | 18.5% | |
| PIMCO Funds | — | — | $0 | $5.5M | 18.5% | |
| PGIM Investments | — | — | $0 | $3.8M | 12.6% | |
| T. Rowe Price Trust Company | — | — | $0 | $3.1M | 10.2% | |
| PGIM Investments | — | — | $0 | $1.8M | 5.9% | |
| MFS Investment Management | — | — | $0 | $1.7M | 5.5% | |
| Cohen & Steers | — | — | $0 | $1.6M | 5.3% | |
| Delaware Investments | — | — | $0 | $1.5M | 5.0% | |
| American Century Investments | — | — | $0 | $1.2M | 4.1% | |
| BlackRock | — | — | $0 | $1.2M | 4.0% | |
| The American Funds | — | — | $0 | $1.2M | 3.9% | |
| American Century Investments | — | — | $0 | $923K | 3.1% | |
| American Century Investments | — | — | $0 | $901K | 3.0% | |
| American Century Investments | — | — | $0 | $879K | 2.9% | |
| Vanguard Group | — | — | $0 | $763K | 2.5% | |
| American Century Investments | — | — | $0 | $753K | 2.5% | |
| Participant Loans | — | — | $0 | $750K | 2.5% | |
| Victory Funds | — | — | $0 | $620K | 2.1% | |
| American Century Investments | — | — | $0 | $518K | 1.7% | |
| American Century Investments | — | — | $0 | $469K | 1.6% | |
| American Century Investments | — | — | $0 | $260K | 0.9% | |
| American Century Investments | — | — | $0 | $177K | 0.6% | |
| Vanguard Group | — | — | $0 | $142K | 0.5% | |
| American Century Investments | — | — | $0 | $120K | 0.4% | |
| Vanguard Group | — | — | $0 | $111K | 0.4% | |
| Vanguard Group | — | — | $0 | $22K | <0.1% | |
| Vanguard Group | — | — | $0 | $13K | <0.1% |
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