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Original filing (PDF)20251015112802NAL0008974306001
TOWNE CONSTRUCTION SERVICES, LLC
Form 5500
FILING_RECEIVED
TOWNE CONSTRUCTION SERVICES, LLC RETIREMENT SAVINGS PLAN
401(k) retirement plan
Active participants
115
Accounts w/ balance
201
Plan assets (EOY)
$2.4M
Net assets (EOY)
$2.4M
How this plan invests
This plan
23 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (16 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TOWNE CONSTRUCTION SERVICES, LLC.
Plan sponsor
Name
TOWNE CONSTRUCTION SERVICES, LLC
EIN
20-2674585
Address
500 KENT ROAD · BATAVIA, OH · 45103
Phone
(513) 561-3700
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
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
DEAN DORTON ALLEN FORD, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPITAL RESEARCH AND MANAGEMENT CO. | 95-6817943 | — | RECORDKEEPER | $1K | — |
TPA / Administrator
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE RETIREMENT SYSTEMS | 31-1299207 | — | TPA | $2K | — |
| LATITUDE SERVICE COMPANY, INC. | 82-1371994 | — | TPA | $1K | — |
Investments
23 direct securities· $2.3M(95% of reported assets)
Uncategorized
$2.3M
22 holdings
Mutual Funds
$14K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds 2035 Target Date Retirement Fund R3 | — | — | — | $498K | 20.8% | |
| American Funds 2040 Target Date Retirement Fund R3 | — | — | — | $280K | 11.7% | |
| American Funds 2060 Target Date Retirement Fund R3 | — | — | — | $274K | 11.4% | |
| American Funds 2045 Target Date Retirement Fund R3 | — | — | — | $210K | 8.8% | |
| American Funds 2065 Target Date Retirement Fund R3 | — | — | — | $187K | 7.8% | |
| American Funds 2050 Target Date Retirement Fund R3 | — | — | — | $186K | 7.8% | |
| American Funds The Investment Company of America | — | — | — | $131K | 5.5% | |
| American Funds 2055 Target Date Retirement Fund R3 | — | — | — | $124K | 5.2% | |
| American Funds New Perspective Fund | — | — | — | $103K | 4.3% | |
| American Funds U.S. Government Securities ** 144 * American Funds Capital World Bond Fund ** 618 * American Funds Smallcap World Fund | — | — | — | $78K | 3.3% | |
| American Funds EuroPacific Growth Fund | — | — | — | $60K | 2.5% | |
| American Funds 2030 Target Date Retirement Fund R3 | — | — | — | $55K | 2.3% | |
| American Funds The Growth Fund of America | — | — | — | $29K | 1.2% | |
| s * American Funds 2020 Target Date Retirement Fund R3 | Mutual Funds | — | — | $14K | 0.6% | |
| American Funds Washington Mutual Investors Fund R3 | — | — | — | $13K | 0.5% | |
| American Funds New World Fund | — | — | — | $11K | 0.5% | |
| American Funds International Growth and Income Fund R3 | — | — | — | $11K | 0.5% | |
| American Funds The Bond Fund of America | — | — | — | $8K | 0.3% | |
| Money Market Funds * American Funds U.S. Government Money Market Fund | — | — | — | $3K | 0.1% | |
| American Funds 2025 Target Date Retirement Fund R3 | — | — | — | $3K | 0.1% | |
| American Funds Capital Income Builder | — | — | — | $2K | <0.1% | |
| American Funds American Balanced Fund R3 | — | — | — | $2K | <0.1% | |
| American Funds Inflation Linked Bond Fund R3 | — | — | — | $1K | <0.1% |
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