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Original filing (PDF)20251008132246NAL0003312467001
TECHTRONIC INDUSTRIES NORTH AMERICA, INC.
Form 5500
FILING_RECEIVED
TECHTRONIC INDUSTRIES 401(K) RETIREMENT PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
13,951
Accounts w/ balance
17,399
Plan assets (EOY)
$960.6M
Net assets (EOY)
$960.6M
How this plan invests
This plan
14 pooled trusts
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
- 14 bps in Schedule C fees — 135% above peer band of 6 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TECHTRONIC INDUSTRIES NORTH AMERICA, INC..
Plan sponsor
Name
TECHTRONIC INDUSTRIES NORTH AMERICA, INC.
EIN
11-3693582
Address
GROUP GLOBAL BENEFITS, · 450 E LAS OLAS BLVD SUITE 1500 · FORT LAUDERDALE, FL · 33301
Phone
(954) 541-9600
Industry
Manufacturingsee 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
2025-10-08
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
PBMARES
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| T ROWE PRICE RPS INC | — | BALTIMORE, MD | NONE | $1.4M | — |
Investments
13 direct securities · 14 pooled funds· $960.6M(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.
Common Collective Trust
$669.8M
14 holdings
Uncategorized
$290.8M
13 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VANGUARD TARGET RETIREMENT 2060 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-3799419 / PN 001 | Common Collective Trust | — | — | $106.7M | 11.1% | |
| VANGUARD TARGET RETIREMENT 2055 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 25-6715091 / PN 001 | Common Collective Trust | — | — | $105.1M | 10.9% | |
| Vanguard Institutional Index | — | — | — | $83.0M | 8.6% | |
| VANGUARD TARGET RETIREMENT 2050 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083970 / PN 001 | Common Collective Trust | — | — | $81.3M | 8.5% | |
| VANGUARD TARGET RETIREMENT 2045 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083972 / PN 001 | Common Collective Trust | — | — | $65.8M | 6.9% | |
| VANGUARD TARGET RETIREMENT 2040 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083974 / PN 001 | Common Collective Trust | — | — | $58.5M | 6.1% | |
| VANGUARD TARGET RETIREMENT 2035 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083976 / PN 001 | Common Collective Trust | — | — | $54.8M | 5.7% | |
| VANGUARD TARGET RETIREMENT 2030 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083978 / PN 001 | Common Collective Trust | — | — | $53.2M | 5.5% | |
| Alliance Bernstein AB Large Cap Growth Fund Class Z | — | — | — | $52.6M | 5.5% | |
| VANGUARD TAR RET 2065 TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6194314 / PN 001 | Common Collective Trust | — | — | $49.1M | 5.1% | |
| VANGUARD TARGET RETIREMENT 2025 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083980 / PN 001 | Common Collective Trust | — | — | $36.0M | 3.8% | |
| LINCOLN STABLE VALUE FUND LINCOLN NATIONAL LIFE INSURANCE COMPANY · EIN 35-0472300 / PN 001 | Common Collective Trust | — | — | $31.5M | 3.3% | |
| American Funds American Beacon Large Cap Value R6 | — | — | — | $26.2M | 2.7% | |
| American Funds American Funds EuroPacific Growth R6 | — | — | — | $19.8M | 2.1% | |
| Vanguard Mid Cap Index Inst | — | — | — | $19.1M | 2.0% | |
| Participants 4.25% 9.50%; maturing through 2034 | — | — | — | $17.2M | 1.8% | |
| Vanguard Small Cap Index Inst | — | — | — | $16.4M | 1.7% | |
| Vanguard Total Bond Market Index Inst | — | — | — | $13.9M | 1.4% | |
| VANGUARD TARGET RETIREMENT 2020 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083982 / PN 001 | Common Collective Trust | — | — | $11.7M | 1.2% | |
| Sterling Capital Sterling Capital Total Return Bond I | — | — | — | $11.3M | 1.2% | |
| MID CAP GROWTH FUND I1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-4126247 / PN 549 | Common Collective Trust | — | — | $11.2M | 1.2% | |
| T. Rowe Price T. Rowe Price Inst Small Cap Stock | — | — | — | $10.2M | 1.1% | |
| MFS Mid Cap Value R6 | — | — | — | $7.9M | 0.8% | |
| JP Morgan JP Morgan Small Cap Value R6 | — | — | — | $6.7M | 0.7% | |
| Vanguard Real Estate Index Adm | — | — | — | $6.2M | 0.7% | |
| VANGUARD TARGET RETIREMENT INC. TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083967 / PN 001 | Common Collective Trust | — | — | $4.9M | 0.5% | |
| MORLEY STABLE VALUE FUND 20-II PRINCIPAL GLOBAL INVESTORS TRUST COMPANY · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |