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Original filing (PDF)20251015061950NAL0005499984001
TISHCON CORP.
Form 5500
FILING_RECEIVED
TISHCON CORP. 401(K) PLAN
401(k) retirement plan
Signals · 2
34% in single holdingNo recordkeeper disclosed
Active participants
322
Accounts w/ balance
291
Plan assets (EOY)
$21.6M
Net assets (EOY)
$21.6M
How this plan invests
This plan
1 pooled trust
Schedule D
29 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
83
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "STATE ST EQUITY 500 INDEX K" is 34% of plan.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TISHCON CORP..
Plan sponsor
Name
TISHCON CORP.
EIN
11-2432386
Address
2410 NORTH ZION ROAD · SALISBURY, MD · 21801
Phone
(410) 860-0046
Industry
Manufacturingsee all
Plan administrator
Name
PENTEGRA
EIN
13-3745616
City
CHARLOTTE, NC
Phone
(844) 367-2848
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
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
EISNERAMPER LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AXA ADVISORS, LLC | 13-4071393 | — | INVESTMENT ADVISORS | $38K | — |
TPA / Administrator
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $5K | — |
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $5K | — |
Investments
28 direct securities · 1 pooled fund· $21.2M(98% 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.
Registered Investment Companies
$18.8M
28 holdings
Common Collective Trust
$2.4M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| STATE ST EQUITY 500 INDEX K | Registered Investment Companies | — | — | $7.2M | 33.3% | |
| VANGUARD GROWTH INDEX FUND ADM | Registered Investment Companies | — | — | $3.4M | 15.6% | |
| INVESCO STABLE ASSET - ADPZ INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $2.4M | 11.3% | |
| VAN TARGET RETIRE 2040 | Registered Investment Companies | — | — | $1.6M | 7.3% | |
| ISHARES RUSSELL MIDCAP INDEX K | Registered Investment Companies | — | — | $1.3M | 5.8% | |
| VAN TARGET RETIRE 2020 | Registered Investment Companies | — | — | $1.1M | 5.3% | |
| VAN TARGET RETIRE 2030 | Registered Investment Companies | — | — | $912K | 4.2% | |
| VANGUARD SM CAP VAL INDEX ADM | Registered Investment Companies | — | — | $781K | 3.6% | |
| VANGUARD BAL IDX - ADM | Registered Investment Companies | — | — | $520K | 2.4% | |
| VANGUARD VALUE INDEX FUND ADMR | Registered Investment Companies | — | — | $411K | 1.9% | |
| VANGUARD SM CP GR IDX -ADMIRAL | Registered Investment Companies | — | — | $296K | 1.4% | |
| VAN TARGET RETIRE 2050 | Registered Investment Companies | — | — | $253K | 1.2% | |
| VANGUARD INTERMEDIATE TERM BON | Registered Investment Companies | — | — | $230K | 1.1% | |
| VAN TARGET RETIRE INC | Registered Investment Companies | — | — | $163K | 0.8% | |
| ISHARES RUSSELL 1000 LRG CAP K | Registered Investment Companies | — | — | $105K | 0.5% | |
| VAN TARGET RETIRE 2025 | Registered Investment Companies | — | — | $85K | 0.4% | |
| VAN TARG RETIRE 2060 | Registered Investment Companies | — | — | $85K | 0.4% | |
| VANGUARD EMG MKTS STK IDX ADM | Registered Investment Companies | — | — | $67K | 0.3% | |
| VAN TARG RETIRE 2070 | Registered Investment Companies | — | — | $64K | 0.3% | |
| VAN TARGET RETIRE 2035 | Registered Investment Companies | — | — | $50K | 0.2% | |
| VAN TARGET RETIRE 2045 | Registered Investment Companies | — | — | $46K | 0.2% | |
| ISHARES MSCI EAFE INTL INDEX K | Registered Investment Companies | — | — | $39K | 0.2% | |
| ISHARES MSCI TOTAL INTL IDX K | Registered Investment Companies | — | — | $37K | 0.2% | |
| ISHARES US AGGREGATE BD IDX K | Registered Investment Companies | — | — | $29K | 0.1% | |
| VANGUARD REAL ESTATE INDEX ADM | Registered Investment Companies | — | — | $15K | <0.1% | |
| NUVEEN SMALLCAP BLEND INDEX R6 | Registered Investment Companies | — | — | $15K | <0.1% | |
| VAN TARGET RETIRE 2055 | Registered Investment Companies | — | — | $13K | <0.1% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $9K | <0.1% | |
| VAN TARG RETIRE 2065 | Registered Investment Companies | — | — | $8K | <0.1% |
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