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Original filing (PDF)20251009112702NAL0010851856001
TOP SHELF ELECTRIC CORP.
Form 5500
FILING_RECEIVED
TSE 401(K) PLAN
401(k) retirement plan
Signals · 3
28% in single holding~178 bps in Sched C feesNo recordkeeper disclosed
Active participants
163
Accounts w/ balance
429
Plan assets (EOY)
$4.6M
Net assets (EOY)
$4.6M
How this plan invests
This plan
19 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
86
/ 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
86
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Invesco Stable Value Trust III" is 28% of plan.
- 178 bps in Schedule C fees — 243% above peer band of 52 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TOP SHELF ELECTRIC CORP..
Plan sponsor
Name
TOP SHELF ELECTRIC CORP.
EIN
16-1702855
Address
555 RT. 1 SOUTH · SUITE 200 · ISELIN, NJ · 08830
Phone
(718) 815-1700
Industry
Electrical Contractors· 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
2025-10-09
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
SAX LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL RPCP | 04-3046611 | — | INVESTMENT ADVISORY | $28K | — |
TPA / Administrator
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASCENSUS LLC | 11-3665754 | — | CONTRACT ADMIN | $45K | — |
| FUTUREPLAN BY ASCENSUS | — | BRAINERD, MN | CONTRACT ADMIN | $10K | — |
Investments
19 direct securities· $4.6M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Invesco Stable Value Trust III | — | — | — | $1.3M | 27.6% | |
| BNY Mellon Bond Market Index I | — | — | — | $790K | 17.1% | |
| BlackRock Lifepath Index 2035 K | — | — | — | $789K | 17.1% | |
| BlackRock Lifepath Index 2040 K | — | — | — | $573K | 12.4% | |
| BlackRock Lifepath Index 2030 K | — | — | — | $382K | 8.3% | |
| BlackRock Lifepath Index 2045 K | — | — | — | $322K | 7.0% | |
| BlackRock Lifepath Index 2050 K | — | — | — | $199K | 4.3% | |
| BlackRock Lifepath Index 2055 K | — | — | — | $178K | 3.9% | |
| BlackRock LifePath Index 2065 K | — | — | — | $36K | 0.8% | |
| Nuveen Large Cap Value Index R6 | — | — | — | $23K | 0.5% | |
| Nuveen Large Cap Growth Index R6 | — | — | — | $10K | 0.2% | |
| BlackRock Lifepath Index 2060 K | — | — | — | $10K | 0.2% | |
| Vanguard Small-Cap Value Index Adm | — | — | — | $10K | 0.2% | |
| BlackRock Lifepath Index Retire K | — | — | — | $9K | 0.2% | |
| Vanguard Mid-Cap Value Index Admi | — | — | — | $5K | 0.1% | |
| Vanguard Mid-Cap growthIndex Adm | — | — | — | $4K | <0.1% | |
| Vanguard Mid-Cap Growth Index Adm | — | — | — | $3K | <0.1% | |
| Shares Russell 1000 LgCap Ind Ki | — | — | — | $3K | <0.1% | |
| Shares Russell 2000 SmCap Ind K | — | — | — | $3K | <0.1% |
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