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Original filing (PDF)20251015121458NAL0002270707001
TRANSEL ELEVATOR & ELECTRIC, INC
Form 5500
FILING_RECEIVED
TRANSEL ELEVATOR AND ELECTRIC, INC. 401(K)/PROFIT SHARING PLAN
401(k) retirement plan
Active participants
85
Accounts w/ balance
103
Plan assets (EOY)
$13.0M
Net assets (EOY)
$13.0M
How this plan invests
This plan
1 pooled trust
Schedule D
27 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
100
Participation health
100
Knocking points off
- 49 bps in Schedule C fees — 70% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TRANSEL ELEVATOR & ELECTRIC, INC.
Plan sponsor
Name
TRANSEL ELEVATOR & ELECTRIC, INC
EIN
11-2995885
Address
30-30 47TH AVE - STE # 610 · LONG ISLAND CITY, NY · 11101
Phone
(718) 609-2600
Industry
Constructionsee all
Plan administrator
Same as plan sponsor.
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
2A · Age/service weighted or new comparability
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
GRASSI & CO CPAS PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $31K | — |
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $3K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY SMITH BARNEY | 20-8764829 | — | INVESTMENT/FINANCIAL ADVI | $31K | — |
Investments
26 direct securities · 1 pooled fund· $12.9M(99% 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
$12.4M
26 holdings
Common Collective Trust
$418K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| PIONEER FUNDAMENTAL GROWTH Y | Registered Investment Companies | — | — | $1.6M | 12.0% | |
| JANUS HEND BALANCED FUND - A | Registered Investment Companies | — | — | $1.2M | 9.1% | |
| MFS VALUE FUND - R3 | Registered Investment Companies | — | — | $1.0M | 8.0% | |
| BLACKROCK GLBL ALLOCATION INST | Registered Investment Companies | — | — | $1.0M | 7.8% | |
| FID 500 IND | Registered Investment Companies | — | — | $876K | 6.7% | |
| FRANKLIN CORE PLUS BOND ADV | Registered Investment Companies | — | — | $858K | 6.6% | |
| PGIM TOTAL RETURN BOND R6 | Registered Investment Companies | — | — | $635K | 4.9% | |
| MFS MID CAP GROWTH FUND R3 | Registered Investment Companies | — | — | $534K | 4.1% | |
| BLACKROCK HIGH YIELD INST | Registered Investment Companies | — | — | $517K | 4.0% | |
| JH M-MGR 2030 LFTM R5 | Registered Investment Companies | — | — | $511K | 3.9% | |
| FID MID CAP INDEX | Registered Investment Companies | — | — | $498K | 3.8% | |
| JH M-MGR 2040 LFTM R5 | Registered Investment Companies | — | — | $480K | 3.7% | |
| INVESCO DEV MARKETS - Y | Registered Investment Companies | — | — | $424K | 3.3% | |
| INVESCO STABLE ASSET INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $418K | 3.2% | |
| THE HARTFORD INTL OPPS CLASS Y | Registered Investment Companies | — | — | $384K | 3.0% | |
| JH M-MGR 2060 LFTM R5 | Registered Investment Companies | — | — | $272K | 2.1% | |
| JH M-MGR 2055 LFTM R5 | Registered Investment Companies | — | — | $258K | 2.0% | |
| JH M-MGR 2050 LFTM R5 | Registered Investment Companies | — | — | $249K | 1.9% | |
| AB SMALL CAP GROWTH I | Registered Investment Companies | — | — | $204K | 1.6% | |
| VIRTUS KAR SMALL-CAP VALUE A | Registered Investment Companies | — | — | $177K | 1.4% | |
| FID SMALL CAP INDEX | Registered Investment Companies | — | — | $173K | 1.3% | |
| JH M-MGR 2045 LFTM R5 | Registered Investment Companies | — | — | $146K | 1.1% | |
| ALLSPRING SPECIAL MC VAL A | Registered Investment Companies | — | — | $145K | 1.1% | |
| JH M-MGR 2035 LFTM R5 | Registered Investment Companies | — | — | $123K | 0.9% | |
| JH M-MGR 2020 LFTM R5 | Registered Investment Companies | — | — | $78K | 0.6% | |
| JH M-MGR 2015 LFTM R5 | Registered Investment Companies | — | — | $68K | 0.5% | |
| JH M-MGR 2025 LFTM R5 | Registered Investment Companies | — | — | $52K | 0.4% |
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