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Original filing (PDF)20251010055452NAL0011960224001
TOURNEAU LLC
Form 5500
FILING_RECEIVED
TOURNEAU/BUCHERER 401(K) PLAN
401(k) retirement plan
Active participants
537
Accounts w/ balance
754
Plan assets (EOY)
$37.6M
Net assets (EOY)
$37.6M
How this plan invests
This plan
1 pooled trust
Schedule D
29 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
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TOURNEAU LLC.
Plan sponsor
Name
TOURNEAU LLC
EIN
20-8540199
Address
663 FIFTH AVENUE · 7TH FLOOR · NEW YORK, NY · 10022
Phone
(212) 758-3265
Industry
Retail Tradesee 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
2025-10-10
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)
Audit & trust (Schedule H)
Auditor
EICHEN & DIMEGLIO P.C
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $41K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY SMITH BARNEY | 20-8764829 | — | INVESTMENT/FINANCIAL ADVI | $60K | — |
Investments
28 direct securities · 1 pooled fund· $37.0M(98% 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.
Registered Investment Companies
$33.5M
28 holdings
Common Collective Trust
$3.5M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| TRP RETIREMENT 2050 I | Registered Investment Companies | — | — | $5.2M | 13.7% | |
| TRP RETIREMENT 2040 I | Registered Investment Companies | — | — | $4.1M | 10.8% | |
| METLIFE REL ST VAL 25053 - 0 RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $3.5M | 9.3% | |
| VANGUARD 500 INDEX FUND - ADM | Registered Investment Companies | — | — | $2.9M | 7.8% | |
| TRP RETIREMENT 2030 I | Registered Investment Companies | — | — | $2.8M | 7.4% | |
| TRP RETIREMENT 2055 I | Registered Investment Companies | — | — | $2.5M | 6.6% | |
| GOLDMAN SACHS LCG INSIGHTS R6 | Registered Investment Companies | — | — | $2.1M | 5.5% | |
| TRP RETIREMENT 2045 I | Registered Investment Companies | — | — | $1.5M | 3.9% | |
| HARTFORD GLOBAL IMPACT FD R6 | Registered Investment Companies | — | — | $1.4M | 3.9% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $1.3M | 3.4% | |
| TRP RETIREMENT 2035 I | Registered Investment Companies | — | — | $1.0M | 2.8% | |
| BLACKROCK EQUITY DIVIDEND K | Registered Investment Companies | — | — | $975K | 2.6% | |
| INVESCO EQUITY AND INCOME R6 | Registered Investment Companies | — | — | $945K | 2.5% | |
| VANGUARD FEDERAL MM INV | Registered Investment Companies | — | — | $882K | 2.3% | |
| LOOMIS SAYLES INV GRADE BOND N | Registered Investment Companies | — | — | $704K | 1.9% | |
| INV DISC MID CAP GROWTH R6 | Registered Investment Companies | — | — | $600K | 1.6% | |
| ALLSPRING SPECIAL MC VAL R6 | Registered Investment Companies | — | — | $574K | 1.5% | |
| TRP RETIREMENT 2010 I | Registered Investment Companies | — | — | $570K | 1.5% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $560K | 1.5% | |
| VANGUARD TOT INTL STK IND ADM | Registered Investment Companies | — | — | $523K | 1.4% | |
| CLEARBRIDGE SMALL CAP GR IS | Registered Investment Companies | — | — | $476K | 1.3% | |
| TRP RETIREMENT 2020 I | Registered Investment Companies | — | — | $428K | 1.1% | |
| VICTORY SMALL CO OPP R6 | Registered Investment Companies | — | — | $418K | 1.1% | |
| TRP RETIREMENT 2025 I | Registered Investment Companies | — | — | $377K | 1.0% | |
| AMERICAN FUNDS EUROPAC GRO- R6 | Registered Investment Companies | — | — | $298K | 0.8% | |
| VANGUARD TOT BND MKT IND- ADM | Registered Investment Companies | — | — | $283K | 0.8% | |
| TRP RETIREMENT 2060 I | Registered Investment Companies | — | — | $55K | 0.1% | |
| TRP RETIREMENT 2065 I | Registered Investment Companies | — | — | $40K | 0.1% | |
| TRP RETIREMENT 2015 I | Registered Investment Companies | — | — | $29K | <0.1% |
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