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Original filing (PDF)20250331083709NAL0003173059001
T/J INSPECTION, INC.
Form 5500
FILING_RECEIVED
T/J INSPECTION, INC. 401(K) PLAN
401(k) retirement plan
Active participants
137
Accounts w/ balance
163
Plan assets (EOY)
$4.8M
Net assets (EOY)
$4.7M
How this plan invests
This plan
1 pooled trust
Schedule D
31 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 (2 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for T/J INSPECTION, INC..
Plan sponsor
Name
T/J INSPECTION, INC.
EIN
20-8950743
Address
5472 MAIN ST., STE. 105 · DEL CITY, OK · 73115
Phone
(405) 285-2760
Industry
Mining, Quarrying, Oil & Gassee 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
2025-03-31
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
MURET CPA PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE CO. | 84-0467907 | — | RECORDKEEPER | $850 | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPLOYEE BENEFITS GROUP, LLC | 73-1554797 | — | TPA | $0 | — |
Investments
31 direct securities · 1 pooled fund· $9.5M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$4.8M
31 holdings
Pooled Separate Account
$4.7M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT SCAI MASS MUTUAL INSURANCE CO. · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $4.7M | 99.0% | |
| American Funds Trgt Date Ret 2050 R6 Pooled Separate Account, 2,435.836978 units @ $223.153378/unit | — | — | — | $544K | 11.4% | |
| American Funds Trgt Date Ret 2055 R6 Pooled Separate Account, 2,081.408688 units @ $222.711992/unit | — | — | — | $464K | 9.7% | |
| American Funds Trgt Date Ret 2045 R6 Pooled Separate Account, 1,822.292343 units @ $221.800529/unit | — | — | — | $404K | 8.4% | |
| American Funds Trgt Date Ret 2030 R6 Pooled Separate Account, 2,060.262178 units @ $186.583481/unit | — | — | — | $384K | 8.0% | |
| American Funds Trgt Date Ret 2025 R6 Pooled Separate Account, 2,120.806499 units @ $171.507787/unit | — | — | — | $364K | 7.6% | |
| American Funds Trgt Date Ret 2035 R6 Pooled Separate Account, 1,492.175927 units @ $205.973959/unit | — | — | — | $307K | 6.4% | |
| American Funds Trgt Date Ret 2040 R6 Pooled Separate Account, 1,255.082402 units @ $218.426410/unit | — | — | — | $274K | 5.7% | |
| American Funds Trgt Date Ret 2020 R6 Pooled Separate Account, 1,624.985759 units @ $161.125528/unit | — | — | — | $262K | 5.5% | |
| Vanguard 500 Index Adm Pooled Separate Account, 756.959512 units @ $323.030656/unit | — | — | — | $245K | 5.1% | |
| American Funds Amer Balanced R6 Pooled Separate Account, 1,064.063511 units @ $194.720213/unit | — | — | — | $207K | 4.3% | |
| American Funds Trgt Date Ret 2060 R6 Pooled Separate Account, 784.460706 units @ $222.376777/unit | — | — | — | $174K | 3.6% | |
| MFS Mid Cap Value R6 Pooled Separate Account, 691.424357 units @ $217.796780/unit | — | — | — | $151K | 3.1% | |
| MassMutual Diversified Value I Pooled Separate Account, 621.653894 units @ $229.854446/unit | — | — | — | $143K | 3.0% | |
| JPMorgan Mid Cap Growth R6 Pooled Separate Account, 530.733549 units @ $256.796359/unit | — | — | — | $136K | 2.8% | |
| Vanguard Mid-Cap Index Adm Pooled Separate Account, 418.219515 units @ $248.262526/unit | — | — | — | $104K | 2.2% | |
| MassMutual High Yield I Pooled Separate Account, 667.066987 units @ $148.103698/unit | — | — | — | $99K | 2.1% | |
| American Funds EuroPacific Growth R6 Pooled Separate Account, 556.119961 units @ $155.695534/unit | — | — | — | $87K | 1.8% | |
| Vanguard Small-Cap Index Adm Pooled Separate Account, 258.905439 units @ $247.194492/unit | — | — | — | $64K | 1.3% | |
| Vanguard Total Intl Stock Index Adm Pooled Separate Account, 371.701898 units @ $167.492425/unit | — | — | — | $62K | 1.3% | |
| American Funds Trgt Date Ret 2015 R6 Pooled Separate Account, 303.913625 units @ $156.062813/unit | — | — | — | $47K | 1.0% | |
| General Account Fixed Annuity General Account | — | — | — | $46K | 1.0% | |
| Maquarie Emerging Markets R6 Pooled Separate Account, 323.319277 units @ $132.287041/unit | — | — | — | $43K | 0.9% | |
| American Century Equity Income R6 Pooled Separate Account, 198.980606 units @ $206.265486/unit | — | — | — | $41K | 0.9% | |
| Fidelity Advisor Total Bond Z Pooled Separate Account, 328.997456 units @ $109.284419/unit | — | — | — | $36K | 0.8% | |
| Franklin Small Cap Value R6 Pooled Separate Account, 109.882071 units @ $216.822895/unit | — | — | — | $24K | 0.5% | |
| American Century Small Cap Growth R6 Pooled Separate Account, 88.251350 units @ $248.112911/unit | — | — | — | $22K | 0.5% | |
| DFA Real Estate Securities I Pooled Separate Account, 137.865092 units @ $143.536325/unit | — | — | — | $20K | 0.4% | |
| Columbia Overseas Value I-3 Pooled Separate Account, 72.099480 units @ $146.443925/unit | — | — | — | $11K | 0.2% | |
| Brandywine Global Opportunities Bond IS Pooled Separate Account, 96.272078 units @ $96.281731/unit | — | — | — | $9K | 0.2% | |
| American Funds Trgt Date Ret 2010 R6 Pooled Separate Account, 38.303792 units @ $151.710769/unit | — | — | — | $6K | 0.1% | |
| Columbia Global Value I-3 Pooled Separate Account, 30.690333 units @ $157.398981/unit | — | — | — | $5K | 0.1% |