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Original filing (PDF)20251015135042NAL0009566946002
TORC ROBOTICS, INC
Form 5500
FILING_RECEIVED
TORC ROBOTICS, INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
639
Accounts w/ balance
783
Plan assets (EOY)
$61.4M
Net assets (EOY)
$61.4M
How this plan invests
This plan
39 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
92
/ 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
75
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TORC ROBOTICS, INC.
Plan sponsor
Name
TORC ROBOTICS, INC
EIN
20-2189518
Address
405 PARTNERSHIP DRIVE · BLACKSBURG, VA · 24060
Phone
(540) 443-9262
Industry
All Other Professional Services· Professional & Technical Servicessee 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
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2S · Automatic enrollment
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
BROWN, EDWARDS & COMPANY, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHARLES SCHWAB & CO INC | 94-1737782 | — | NONE | $0 | — |
Investments
39 direct securities· $61.4M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2060 Fund Investor Shares | — | — | — | $8.1M | 13.3% | |
| Vanguard Institutional Index | — | — | — | $7.8M | 12.7% | |
| Vanguard Target Retirement 2055 Fund Investor Shares | — | — | — | $6.8M | 11.1% | |
| Vanguard Target Retirement 2045 Fund Investor Shares | — | — | — | $5.4M | 8.7% | |
| Vanguard Target Retirement 2050 Fund Investor Shares | — | — | — | $5.0M | 8.1% | |
| Vanguard Target Retirement 2035 Fund Investor Shares | — | — | — | $3.9M | 6.3% | |
| Vanguard Growth Index Fund Adm | — | — | — | $3.8M | 6.2% | |
| Vanguard Target Retirement 2030 Fund Investor Shares | — | — | — | $2.6M | 4.2% | |
| Vanguard Target Retirement 2040 Fund Investor Shares | — | — | — | $2.4M | 3.9% | |
| JP Morgan Large Cap Growth Fund R 6 | — | — | — | $2.1M | 3.4% | |
| Vanguard Information Technology Index Fund Adm | — | — | — | $1.6M | 2.5% | |
| Vanguard Target Retirement 2065 Fund Investor Shares | — | — | — | $1.2M | 2.0% | |
| Vanguard International Growth Admiral | — | — | — | $1.2M | 2.0% | |
| MFS Value Fund R6 | — | — | — | $858K | 1.4% | |
| Vanguard Small Cap Index Fund Admrl | — | — | — | $802K | 1.3% | |
| Vanguard Target Retirement 2025 Fund Investor Shares | — | — | — | $720K | 1.2% | |
| DFA Large Cap International | — | — | — | $714K | 1.2% | |
| Blackrock Mid Cap Growth Equity Port Class K | — | — | — | $660K | 1.1% | |
| Fidelity Adv Balanced Fund Z | — | — | — | $618K | 1.0% | |
| Vanguard Mid Cap Index Fund Admiral | — | — | — | $568K | 0.9% | |
| Vanguard High Yield Corporate Fund Adm | — | — | — | $473K | 0.8% | |
| Voya Intermediate Bond Fund R6 | — | — | — | $471K | 0.8% | |
| Fidelity Advisor Int Small Cap Fund Z | — | — | — | $440K | 0.7% | |
| Fidelity Advisor Health Care Fund Z | — | — | — | $423K | 0.7% | |
| Putnam Small Cap Growth R6 | — | — | — | $423K | 0.7% | |
| Participant loans Various maturities, interest rate range 4.25% - 9.50% | — | — | — | $408K | 0.7% | |
| Franklin Utilities Fund CL R6 | — | — | — | $345K | 0.6% | |
| American Century Mid Cap Value Fund R6 | — | — | — | $303K | 0.5% | |
| Janus Henderson Global Real Estate Fund N | — | — | — | $233K | 0.4% | |
| Vanguard Fed Money Market Fund | — | — | — | $197K | 0.3% | |
| Vanguard Target Retirement 2020 Fund Investor Shares | — | — | — | $171K | 0.3% | |
| American Century Small Cap Value Fund R6 | — | — | — | $166K | 0.3% | |
| Invesco Gold & Special Minerals Fund R6 | — | — | — | $164K | 0.3% | |
| Vanguard Wellesley Income Fund Adm | — | — | — | $151K | 0.2% | |
| PIMCO International Bond Fund (US Dlr-Hdg) I | — | — | — | $107K | 0.2% | |
| Vanguard Target Retirement Income Fund Investor Shares | — | — | — | $91K | 0.1% | |
| Vanguard Materials Index Fund Adm | — | — | — | $35K | <0.1% | |
| Charles Schwab PCRA Self-Directed Brokerage Account | — | — | — | $18K | <0.1% | |
| Vanguard Target Retirement 2070 Fund Investor Shares | — | — | — | $18K | <0.1% |