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Original filing (PDF)20250717155447NAL0000601377001
TRAFFIC PLANNING AND DESIGN INC.
Form 5500
FILING_RECEIVED
TPD 401(K) PLAN
401(k) retirement plan
Active participants
271
Accounts w/ balance
281
Plan assets (EOY)
$36.4M
Net assets (EOY)
$36.4M
How this plan invests
This plan
16 pooled trusts
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
Helping the score
- Below-peer total fees (13 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TRAFFIC PLANNING AND DESIGN INC..
Plan sponsor
Name
TRAFFIC PLANNING AND DESIGN INC.
EIN
23-2557966
Address
2500 E HIGH STREET SUITE 650 · POTTSTOWN, PA · 19464
Phone
(856) 479-9045
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
2025-07-17
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
2S · Automatic enrollment
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
STAMBAUGH NESS
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $1K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ACEC RETIREMENT TRUST | — | ROSWELL, GA | OTHER | $47K | — |
Investments
14 direct securities · 16 pooled funds· $38.9M(100% 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.
Uncategorized
$20.5M
14 holdings
Pooled Separate Account
$10.4M
4 holdings
Common Collective Trust
$8.1M
12 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Institutional Index Instl PL Mutual fund | — | — | — | $5.4M | 14.8% | |
| LARGE CAP GROWTH/JENNISON FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 408 | Pooled Separate Account | — | — | $4.7M | 12.8% | |
| American Funds Washington Mutual R6 Mutual fund | — | — | — | $2.9M | 7.9% | |
| Capital Group Europacific Growth SA Pooled separate accounts | — | — | — | $2.5M | 6.9% | |
| FUTUREFUNDS SERIES ACCT 11 EMPWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 440 | Pooled Separate Account | — | — | $2.5M | 6.9% | |
| MFIDELITY FREEDOM BLEND 2040 FIDELITY INSTITUIONAL ASSET MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 093 | Common Collective Trust | — | — | $2.3M | 6.3% | |
| EI Fixed Account Series Class III Fixed annuities | — | — | — | $2.2M | 6.0% | |
| Vanguard Small Cap Value Index Fund Mutual fund | — | — | — | $1.7M | 4.7% | |
| MID CAP VALUE/ROBECO BOSTON PARTNER EMPOWER ANNUTIY INSURANCE COMPANY · EIN 06-1050034 / PN 440 | Pooled Separate Account | — | — | $1.7M | 4.5% | |
| Vanguard Mid Cap Index Ins Mutual fund | — | — | — | $1.6M | 4.4% | |
| CORE PLUS BOND/PGIM FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 299 | Pooled Separate Account | — | — | $1.5M | 4.2% | |
| FIDELITY FREEDOM BLEND 2050 FIDELITY INSTITUIONAL ASSET MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 095 | Common Collective Trust | — | — | $1.3M | 3.4% | |
| FIDELITY FREEDOM BLEND 2060 FIDELITY INSTITUIONAL ASSET MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 147 | Common Collective Trust | — | — | $1.2M | 3.3% | |
| FIDELITY FREEDOM BLEND 2030 FIDELITY INSTITUIONAL ASSET MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 091 | Common Collective Trust | — | — | $1.0M | 2.8% | |
| T. Rowe Price Instl Mid-Cap Equity Gr Mutual fund | — | — | — | $943K | 2.6% | |
| T. Rowe Price Integrated Us Sm Gr Eq I Mutual fund | — | — | — | $905K | 2.5% | |
| American Funds American Balanced R6 Mutual fund | — | — | — | $859K | 2.4% | |
| FIDELITY FREEDOM BLEND 2035 FIDELITY INSTITUIONAL ASSET MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 092 | Common Collective Trust | — | — | $654K | 1.8% | |
| FIDELITY FREEDOM BLEND 2045 FIDELITY INSTITUIONAL ASSET MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 094 | Common Collective Trust | — | — | $548K | 1.5% | |
| FIDELITY FREEDOM BLEND 2055 FIDELITY INSTITUIONAL ASSET MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 113 | Common Collective Trust | — | — | $454K | 1.2% | |
| Nuveen Real Estate Securities R6 Mutual fund | — | — | — | $435K | 1.2% | |
| Participant loans Low 5.25% - High 10.50% | — | — | — | $415K | 1.1% | |
| FIDELITY FREEDOM BLEND 2065 FIDELITY INSTITUIONAL ASSET MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 168 | Common Collective Trust | — | — | $338K | 0.9% | |
| Vanguard Total Intl Stock Index Mutual fund | — | — | — | $296K | 0.8% | |
| Vanguard Total Bond Market Index Inst Mutual fund | — | — | — | $224K | 0.6% | |
| FIDELITY FREEDOM BLEND 2025 FIDELITY INSTITUIONAL ASSET MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 090 | Common Collective Trust | — | — | $145K | 0.4% | |
| VICTORY SMALL CAP VALUE COLLECTIVE THE VICTORY PORTFOLIOS · EIN 90-6240599 / PN 008 | Common Collective Trust | — | — | $133K | 0.4% | |
| Vanguard Ftse Social Index I Mutual fund | — | — | — | $115K | 0.3% | |
| FIDELITY FREEDOM BLEND 2020 FIDELITY INSTITUIONAL ASSET MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 089 | Common Collective Trust | — | — | $46K | 0.1% | |
| FIDELITY FREEDOM BLEND INCM COMMING FIDELITY INSTITUIONAL ASSET MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 085 | Common Collective Trust | — | — | $2K | <0.1% |
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