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Original filing (PDF)20250904200609NAL0009957811001
TACONIC BUILDERS, INC.
Form 5500
FILING_RECEIVED
TACONIC BUILDERS 401(K) PLAN
401(k) retirement plan
Active participants
125
Accounts w/ balance
167
Plan assets (EOY)
$11.5M
Net assets (EOY)
$11.5M
How this plan invests
This plan
37 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
100
Total plan cost
80
Vendor stack
100
Participation health
100
Knocking points off
- 43 bps in Schedule C fees — modestly above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TACONIC BUILDERS, INC..
Plan sponsor
Name
TACONIC BUILDERS, INC.
EIN
13-3423760
Address
125 SPENCER PLACE · MAMARONECK, NY · 10543
Phone
(914) 517-4801
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
2025-09-04
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BORIS BENIC & ASSOCIATES LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $2K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIRST REPUBLIC INVESTMENT MGMNT | 22-3623353 | — | ADVISOR | $30K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BORIS BENIC AND ASSOCIATES LLP | 54-2190047 | — | ACCOUNTANT/AUDITOR | $17K | — |
Investments
37 direct securities· $11.5M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Freedom 2030 Class Z | — | — | — | $2.3M | 19.8% | |
| Fidelity Freedom 2020 Class Z | — | — | — | $1.3M | 11.2% | |
| Fidelity Freedom 2035 Class Z | — | — | — | $1.1M | 9.8% | |
| Fidelity Freedom 2025 Class Z | — | — | — | $1.1M | 9.4% | |
| Fidelity 500 Index Fund | — | — | — | $744K | 6.5% | |
| Fidelity Freedom 2045 Class Z | — | — | — | $518K | 4.5% | |
| MFS Massachusetts Inv Gr stk R6 | — | — | — | $477K | 4.1% | |
| BlackRock Equity Dividend Fund Institutional Shares | — | — | — | $420K | 3.6% | |
| Fidelity New Insights I | — | — | — | $328K | 2.8% | |
| Fidelity Freedom 2040 Class Z | — | — | — | $315K | 2.7% | |
| Fidelity Freedom 2060 Class Z | — | — | — | $287K | 2.5% | |
| Eaton Vance Atlanta Capital Small-mid Cap I | — | — | — | $270K | 2.3% | |
| Fidelity Freedom 2050 Class Z | — | — | — | $236K | 2.1% | |
| PIMCO Real Return Institutional | — | — | — | $234K | 2.0% | |
| John Hancock Disciplined Value Mid Cap Fund Class 1 | — | — | — | $222K | 1.9% | |
| Fidelity Freedom 2055 Class Z | — | — | — | $207K | 1.8% | |
| Victory Small Company Opportunity Fund 1 | — | — | — | $200K | 1.7% | |
| 9.50% per annum with varying maturity dates. -0- | — | — | — | $200K | 1.7% | |
| Fidelity Government Money Market Trust | — | — | — | $182K | 1.6% | |
| Fidelity International Index Fund | — | — | — | $171K | 1.5% | |
| Virtus Vrts S High Yield I | — | — | — | $132K | 1.1% | |
| PIMCO Real Estate Real Return Strategy Fund | — | — | — | $131K | 1.1% | |
| Fidelity Freedom 2065 Class Z | — | — | — | $94K | 0.8% | |
| Fidelity Extended Market Index Premium Fund | — | — | — | $80K | 0.7% | |
| Fidelity Materials I | — | — | — | $75K | 0.7% | |
| Invesco Dividend Income | — | — | — | $45K | 0.4% | |
| Federated Hermes Strategic Value Dividend | — | — | — | $40K | 0.3% | |
| T. Rowe Price Capital Appreciation Fund | — | — | — | $32K | 0.3% | |
| Calamos Grth & inc I | — | — | — | $31K | 0.3% | |
| Fidelity Strategic Income Fund Class 1 | — | — | — | $15K | 0.1% | |
| Fidelity Freedom 2070 Class Z ** 88 * Fidelity Intermediate Treasury Bond Index Fund Premium Class | — | — | — | $11K | <0.1% | |
| MFS International Value R4 | — | — | — | $11K | <0.1% | |
| MFS International New Discovery R4 | — | — | — | $7K | <0.1% | |
| Fidelity FID SM CAP IDX | — | — | — | $7K | <0.1% | |
| MFS Research International R4 | — | — | — | $3K | <0.1% | |
| Janus Triton Fund Class 1 | — | — | — | $2K | <0.1% | |
| Fidelity Freedom 2015 Class Z | — | — | — | $1K | <0.1% |
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