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Original filing (PDF)20241014185835NAL0013763139001
TECOMET
Form 5500
FILING_RECEIVED
TECOMET 401(K) PLAN
401(k) retirement plan
Signals · 2
No recordkeeper disclosed6 service providers
Active participants
2,211
Accounts w/ balance
1,661
Plan assets (EOY)
$133.4M
Net assets (EOY)
$133.4M
How this plan invests
This plan
22 collective trusts
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
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
65
Vendor stack
80
Participation health
100
Knocking points off
- 40 bps in Schedule C fees — 301% above peer band of 10 bps.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TECOMET.
Plan sponsor
Name
TECOMET
EIN
04-3004131
Address
115 EAMES STREET · WILMINGTON, MA · 01887
Phone
(978) 642-2400
Industry
Manufacturingsee all
Plan administrator
Name
AGGREGATE RETIREMENT SERVICES
EIN
47-1910719
City
SMITHTOWN, NY
Phone
(888) 316-7326
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-01-01
Tax period
2023-12-31
Filed
2024-10-14
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
SIKICH CPA LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
6 rowsAdvisor / Consultant
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KESTRA ADVISORY SERVICES LLC | 35-2552359 | — | INVESTMENT ADVISORY | $0 | — |
| TOWERS WATSON INVESTMENT SERVICES | 52-1868818 | — | INVESTMENT ADVISORY | $0 | — |
| MMA SECURITIES LLC | 22-3570392 | — | INVESTMENT ADVISORY | $0 | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $398K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AGGREGATED RETIREMENT SERVICES | 47-1910719 | — | ACCOUNTANT | $137K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADVANTAGE BENEFITS CONSULTANTS | 13-3532742 | — | OTHER SERVICES | $0 | — |
Investments
22 pooled funds· $118.3M(89% 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.
Common Collective Trust
$118.0M
21 holdings
Pooled Separate Account
$331K
1 holding
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| PRIN LIFETIME HYBR 2030 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | $25.3M | 19.0% |
| PRIN LIFETIME HYBR 2035 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | $18.4M | 13.8% |
| PRIN LIFETIME HYBR 2025 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | $17.8M | 13.3% |
| PRIN LIFETIME HB 2040 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | $13.0M | 9.7% |
| PRIN LIFETIME HYBR 2020 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | $8.1M | 6.1% |
| PRIN LIFETIME HYBR 2045 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | $7.7M | 5.7% |
| PRIN LIFETIME HYBR 2050 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | $6.1M | 4.6% |
| METLIFE STABLE VALUE SOL J FD GREAT GRAY TRUST COMPANY · EIN 26-0142858 / PN 094 | Common Collective Trust | $4.9M | 3.7% |
| PRIN LIFETIME HYBR 2055 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | $4.3M | 3.2% |
| BLACKROCK EQTY INDEX CI R FD GREAT GRAY TRUST COMPANY · EIN 20-3802168 / PN 001 | Common Collective Trust | $3.0M | 2.2% |
| PRIN LIFETIME HY 2060 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | $1.8M | 1.3% |
| BRANDYWINE EXT MKT FOUNDERS CL ALTA TRUST COMPANY · EIN 92-2109325 / PN 001 | Common Collective Trust | $1.3M | 0.9% |
| PRIN LIFETIME HY INC CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | $1.2M | 0.9% |
| BLACKROCK RUSSELL 2000 IDX CL R GREAT GRAY TRUST COMPANY · EIN 20-3802587 / PN 004 | Common Collective Trust | $1.1M | 0.8% |
| SUMMIT SM CP GR FOUNDERS ALTA TRUST COMPANY · EIN 92-2064863 / PN 001 | Common Collective Trust | $1.0M | 0.8% |
| BLACKROCK MIDCAP EQ IDX CI R GREAT GRAY TRUST COMPANY · EIN 20-3802327 / PN 003 | Common Collective Trust | $888K | 0.7% |
| BLACKROCK EAFE EQ IDX CI R FD GREAT GRAY TRUST COMPANY · EIN 20-3802495 / PN 007 | Common Collective Trust | $811K | 0.6% |
| PRIN LIFETIME HYBR 2015 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | $798K | 0.6% |
| PRIN LIFETIME HYBR 2065 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | $578K | 0.4% |
| PRIN GI REAL EST SEC SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 136 | Pooled Separate Account | $331K | 0.2% |
| PRIN LIFETIME HYB 2070 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | $6K | <0.1% |
| PRIN LIFETIME HYBR 2010 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 001 | Common Collective Trust | $0 | <0.1% |