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Original filing (PDF)20250912130734NAL0000787091001
TSVC, INC
Form 5500
FILING_RECEIVED
THE TERRACON 401(K) AND ESOP PLAN
401(k) retirement plan
Signals · 4
26% in single holding45% employer stockNo recordkeeper disclosed9 service providers
Active participants
6,948
Accounts w/ balance
9,702
Plan assets (EOY)
$1.0B
Net assets (EOY)
$1.0B
How this plan invests
This plan
15 pooled trusts
Schedule D
41 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
90
/ 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
62
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Affiliate Company common stock Employer securities (1,536,368 shares)" is 26% of plan.
- 45% of plan in employer / sponsor stock.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TSVC, INC.
Plan sponsor
Name
TSVC, INC
EIN
06-1664428
Address
10841 S. RIDGEVIEW ROAD · OLATHE, KS · 66061
Phone
(913) 599-6886
Industry
Engineering Services· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-12
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2H · Partial participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2S · Automatic enrollment
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
FORVIS MAZARS,LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
9 rowsOther
9| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES,INC | 34-1479833 | — | NONE | $369K | — |
| CREATIVE PLANNING LLC | 43-1270780 | — | NONE | $11K | — |
| ENVESTNET ASSET MANAGEMENT INC | 36-4319587 | — | NONE | $9K | — |
| TOWNSQUARE CAPITAL LLC | 82-1306760 | — | NONE | $7K | — |
| BOYCE & ASSOCIATES WEALTH | 82-0734231 | — | NONE | $7K | — |
| FISHER INVESTMENTS | 20-2480800 | — | NONE | $7K | — |
| INVESTMENT MANAGEMENT ASSOCIAT | 84-0783118 | — | NONE | $7K | — |
| QUARRY HILL ADVISORS LLC | 82-0844050 | — | NONE | $5K | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $2K | — |
Investments
24 direct securities · 15 pooled funds· $1.3B(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
$863.0M
24 holdings
Common Collective Trust
$445.6M
15 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Affiliate Company common stock Employer securities (1,536,368 shares) | — | — | $107.7M | $341.4M | 33.0% | |
| TERRACON COMMON STOCK Employer Securities | — | — | — | $258.0M | 24.9% | |
| Fidelity 500 Index Mutual Fund | — | — | — | $69.1M | 6.7% | |
| SCHWAB INDEXED RET TR FUND 2040 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 017 | Common Collective Trust | — | — | $67.2M | 6.5% | |
| SCHWAB INDEXED RET TR FUND 2030 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 015 | Common Collective Trust | — | — | $52.3M | 5.0% | |
| SCHWAB INDEXED RET TR FUND 2035 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 016 | Common Collective Trust | — | — | $43.3M | 4.2% | |
| AB US LARGE CAP GROWTH CIT ALLIANCEBERNSTEIN LP · EIN 04-6948485 / PN 007 | Common Collective Trust | — | — | $41.8M | 4.0% | |
| T. ROWE PRICE U.S. MC GROWTH EQ TR T. ROWE PRICE TRUST COMPANY · EIN 35-2425738 / PN 001 | Common Collective Trust | — | — | $36.2M | 3.5% | |
| SCHWAB INDEXED RET TR FUND 2025 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 014 | Common Collective Trust | — | — | $35.5M | 3.4% | |
| SCHWAB INDEXED RET TR FUND 2050 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 019 | Common Collective Trust | — | — | $35.1M | 3.4% | |
| SCHWAB INDEXED RET TR FUND 2055 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 021 | Common Collective Trust | — | — | $35.1M | 3.4% | |
| SCHWAB INDEXED RET TR FUND 2045 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 018 | Common Collective Trust | — | — | $32.3M | 3.1% | |
| ESOP TERRACON STOCK PURCHASED Employer Securities | — | — | — | $24.8M | 2.4% | |
| JP Morgan Equity Income R6 Mutual Fund | — | — | — | $20.2M | 2.0% | |
| MELLON STABLE VALUE FD CL M THE BANK OF NEW YORK MELLON · EIN 11-3152987 / PN 000 | Common Collective Trust | — | — | $18.8M | 1.8% | |
| American New Perspective Fund Class R6 Mutual Fund | — | — | — | $18.4M | 1.8% | |
| SCHWAB INDEXED RET TR FUND 2020 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 013 | Common Collective Trust | — | — | $18.3M | 1.8% | |
| SCHWAB INDEXED RET TR FUND 2060 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 023 | Common Collective Trust | — | — | $16.7M | 1.6% | |
| Personal Choice Retirement Account Self-Directed Brokerage | — | — | — | $15.6M | 1.5% | |
| PGIM Total Return Bond R6 Mutual Fund | — | — | — | $14.0M | 1.4% | |
| Fidelity International Index Mutual Fund | — | — | — | $12.2M | 1.2% | |
| various maturity dates through June 2042 | — | — | — | $11.8M | 1.1% | |
| PARTICIPANT LOANS (3.25% - 10.50%) | — | — | — | $11.8M | 1.1% | |
| Fidelity Mid Cap Index Mutual Fund | — | — | — | $11.4M | 1.1% | |
| Europacific Growth R6 Mutual Fund | — | — | — | $9.8M | 0.9% | |
| Fidelity US Bond Index Mutual Fund | — | — | — | $9.0M | 0.9% | |
| Fidelity Small Cap Index Mutual Fund | — | — | — | $8.8M | 0.9% | |
| Janus Henderson Venture Fund Class N Mutual Fund | — | — | — | $8.6M | 0.8% | |
| SCHWAB INDEXED RETR TR FUND 2065 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 025 | Common Collective Trust | — | — | $7.2M | 0.7% | |
| PIMCO Income Institutional Mutual Fund | — | — | — | $6.4M | 0.6% | |
| American Beacon Scap Val Instl Mutual Fund | — | — | — | $5.9M | 0.6% | |
| SCHWAB INDEXED RET TR FUND 2010 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 011 | Common Collective Trust | — | — | $3.2M | 0.3% | |
| Vanguard Fed Money Market Fund Money Market Fund | — | — | — | $2.8M | 0.3% | |
| JH Disciplined Val MCP R6 Mutual Fund | — | — | — | $2.6M | 0.3% | |
| SCHWAB INDEXED RET TR FUND 2015 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 012 | Common Collective Trust | — | — | $2.6M | 0.3% | |
| Vanguard Balanced Index Fund Mutual Fund | — | — | $317K | $339K | <0.1% | |
| Schwab Government Money Inv Money Market Fund | — | — | — | $9K | <0.1% | |
| SCHWAB GOVERNMENT MONEY INV Money Market / Cash Equivalent | — | — | — | $8K | <0.1% | |
| LIMITED PARTNERSHIP Limited Partnership | — | — | — | $2K | <0.1% |