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Original filing (PDF)20250925143624NAL0007726833002
TORCON, INC.
Form 5500
FILING_RECEIVED
TORCON, INC. RETIREMENT PLAN
401(k) retirement plan
Active participants
218
Accounts w/ balance
296
Plan assets (EOY)
$103.8M
Net assets (EOY)
$103.8M
How this plan invests
This plan
1 pooled trust
Schedule D
32 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
80
Vendor stack
100
Participation health
100
Knocking points off
- 13 bps in Schedule C fees — modestly above peer band of 10 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TORCON, INC..
Plan sponsor
Name
TORCON, INC.
EIN
22-1773944
Address
328 NEWMAN SPRINGS ROAD · RED BANK, NJ · 07701
Phone
(732) 704-9800
Industry
Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-25
Pension benefit codes
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
WISS & COMPANY, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORD KEEPER | $111K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WISS & COMPANY, LLP | 22-1732349 | — | AUDITOR | $25K | — |
Investments
28 direct securities · 1 pooled fund· $109.4M(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
$109.4M
28 holdings
Common Collective Trust
$0
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Legg Mason ClearBridge Large Cap Growth A | — | — | — | $18.5M | 17.8% | |
| Columbia Colombia Contrarian Core A | — | — | — | $17.1M | 16.5% | |
| American Funds American Funds New Perspective R4 | — | — | — | $12.4M | 12.0% | |
| Group annuity contract with insurance company - * Transamerica Life Insurance Company Transamerica Guaranteed Investment Option | — | — | — | $9.4M | 9.0% | |
| BlackRock Equity Dividend Instr | — | — | — | $6.6M | 6.3% | |
| Fidelity 500 Index | — | — | — | $5.4M | 5.2% | |
| Columbia Seligman Comms & Info A | — | — | — | $5.3M | 5.1% | |
| Guggenheim Ttl Rtrn Bd Fd Cl Instl | — | — | — | $4.9M | 4.8% | |
| Guggenheim Total Return Bond Fund Institutional Class | — | — | — | $4.9M | 4.8% | |
| BlackRock Inflation Protected Bond Instl | — | — | — | $3.5M | 3.4% | |
| Invesco Equity Income A | — | — | — | $3.4M | 3.3% | |
| Invesco Small Cap Value Y | — | — | — | $3.4M | 3.2% | |
| Eaton Vance Eaton Vance Atlanta Capital SMID Cap A | — | — | — | $1.8M | 1.7% | |
| Victory Capital Management Victory Sycamore Established Value A | — | — | — | $1.4M | 1.4% | |
| Federated Hermes Inst High Yield Bd Instl | — | — | — | $1.3M | 1.3% | |
| MFS International Value A | — | — | — | $1.3M | 1.2% | |
| MFS Intl Val A | — | — | — | $1.3M | 1.2% | |
| Davis Financial A | — | — | — | $1.2M | 1.2% | |
| Invesco Small Cap Growth R5 | — | — | — | $1.1M | 1.1% | |
| Lord Abett Lord Abbett Short Duration Income A | — | — | — | $1.1M | 1.0% | |
| BlackRock Liquidity T-Fund Cash Mgmt | — | — | — | $961K | 0.9% | |
| BlackRock Health Sciences Opps Inv A | — | — | — | $696K | 0.7% | |
| Fidelity Mid Cap Index | — | — | — | $647K | 0.6% | |
| Fidelity Small Cap Index | — | — | — | $569K | 0.5% | |
| Notes receivable from participants Interest rate at 4.25% - 9.50% | — | — | — | $507K | 0.5% | |
| Participants Notes Receivable with interest rates of 4.25% to 6.50% | — | — | — | $505K | 0.5% | |
| Principal Real Estate Securities A | — | — | — | $268K | 0.3% | |
| PGIM Jennison Utility A | — | — | — | $63K | <0.1% | |
| PUTNAM STABLE VALUE PUTNAM · EIN 04-3159710 / PN 732 | Common Collective Trust | — | — | $0 | <0.1% |