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Original filing (PDF)20251006100037NAL0003236801001
TDINDUSTRIES, INC.
Form 5500
FILING_RECEIVED
TDINDUSTRIES, INC. 401K/ESOP RETIREMENT PLAN
401(k) retirement plan
Signals · 3
58% in single holding58% employer stockNo recordkeeper disclosed
Active participants
2,910
Accounts w/ balance
4,548
Plan assets (EOY)
$321.3M
Net assets (EOY)
$321.3M
How this plan invests
This plan
1 pooled trust
Schedule D
14 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
88
/ 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
50
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "TDIndustries, Inc. Investment in TDIndustries, Inc. common stock (344,761 shares)" is 58% of plan.
- 58% of plan in employer / sponsor stock.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (4 bps vs 10 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TDINDUSTRIES, INC..
Plan sponsor
Name
TDINDUSTRIES, INC.
EIN
26-0464612
Address
13850 DIPLOMAT DRIVE · DALLAS, TX · 75234
Phone
(972) 888-9500
Industry
Plumbing, Heating, AC Contractors· Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
004
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-06
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2H · Partial participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2O · ESOP (non-leveraged)
2Q · S-corporation ESOP
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
CROWE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MILLIMAN, INC. | 91-0675641 | — | NONE | $120K | — |
| CHARLES SCHWAB BANK | 82-3967259 | — | NONE | $262 | — |
Investments
13 direct securities · 1 pooled fund· $306.5M(95% 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.
Common Stocks
$178.1M
1 holding
Uncategorized
$115.0M
11 holdings
Mutual Funds
$8.1M
1 holding
Common Collective Trust
$5.4M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| * TDIndustries, Inc. Investment in TDIndustries, Inc. common stock (344,761 shares) | Common Stocks | — | $125.8M | $178.1M | 55.4% | |
| Fidelity 500 Index Fund; 99,381 shares (1) | — | — | — | $20.3M | 6.3% | |
| Fidelity International Index Fund; 403,124 shares (1) | — | — | — | $19.2M | 6.0% | |
| Dodge & Cox Dodge & Cox Income Fund; 1,399,961 shares (1) | — | — | — | $17.3M | 5.4% | |
| JPMorgan Large-Cap Growth Fund R6; 189,579 shares (1) | — | — | — | $15.9M | 4.9% | |
| JPMorgan Equity Income Fund R6; 624,059 shares (1) | — | — | — | $14.9M | 4.7% | |
| Vanguard Mid-Cap Growth Index Fund Admiral Shares; 92,584 shares (1) | — | — | — | $10.1M | 3.1% | |
| from 2025 to 2038 | — | — | — | $8.5M | 2.6% | |
| Dodge & Cox Dodge & Cox Balanced Fund; 79,278 shares (1) | Mutual Funds | — | — | $8.1M | 2.5% | |
| MORLEY STABLE VALUE CL 50-I PRINCIPAL GLOBAL INVESTORS TRUST COMPANY · EIN 42-1558090 / PN 001 | Common Collective Trust | — | — | $5.4M | 1.7% | |
| Boston Partners Boston Partners Small Cap Value Fund II; 184,209 shares (1) | — | — | — | $4.8M | 1.5% | |
| Fidelity Small-Cap Index Fund; 98,237 shares (1) | — | — | — | $2.7M | 0.8% | |
| Fidelity Mid-Cap Index Fund; 33,311 shares (1) | — | — | — | $1.1M | 0.4% | |
| Fidelity U.S. Bond Index Fund; 11,427 shares (1) | — | — | — | $117K | <0.1% |