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Original filing (PDF)20251013154833NAL0001653985001
TJFACT DBA TOTALLY JOINED FOR ACHIEVING COLLABORATIVE TECHNIQUES
Form 5500
FILING_RECEIVED
TOTALLY JOINED FOR ACHIEVING C 401(K) PROFIT SHARING PLAN TRUST
401(k) retirement plan
Signals · 1
~113 bps in Sched C fees
Active participants
276
Accounts w/ balance
129
Plan assets (EOY)
$4.1M
Net assets (EOY)
$4.1M
How this plan invests
This plan
10 pooled trusts
Schedule D
33 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
86
/ 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
65
Vendor stack
100
Participation health
65
Knocking points off
- 113 bps in Schedule C fees — 117% above peer band of 52 bps.
- Only 47% as many balances as active participants — suggests many active employees aren't deferring.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TJFACT DBA TOTALLY JOINED FOR ACHIEVING COLLABORATIVE TECHNIQUES.
Plan sponsor
Name
TJFACT DBA TOTALLY JOINED FOR ACHIEVING COLLABORATIVE TECHNIQUES
EIN
26-1426511
Address
2524 HABERFIELD CT. NE · ATLANTA, GA · 30319
Phone
(404) 525-7753
Industry
Professional & Technical Servicessee all
Plan administrator
Name
FIRST PARTY ADMINISTRATOR, LLC
EIN
46-2023154
City
ATLANTA, GA
Phone
(678) 500-9551
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-13
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
CLAUSELL & ASSOCIATES, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $36K | — |
Broker
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY INSURANCE | — | NEW YORK, NY | BROKER/ADVISER | $0 | — |
| MORGAN STANLEY SMITH BARNEY | — | NEW YORK, NY | BROKER/ADVISER | $0 | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MY BENEFITS LLC | — | ATLANTA, GA | CONTRACT ADMIN | $4K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $5K | — |
Investments
24 direct securities · 10 pooled funds· $4.1M(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
$2.1M
24 holdings
Common Collective Trust
$2.0M
10 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| 194MX5 GREAT-WEST S&P 500 INDEX FUND INV n/a | — | — | — | $721K | 17.7% | |
| PUTMAN RETIREMENT ADVANTAGE 2035 V PUTMAN INVESTMENTS · EIN 26-0787945 / PN 261 | Common Collective Trust | — | — | $487K | 12.0% | |
| PUTMAN RETIREMENT ADVANTAGE 2060 V PUTMAN INVESTMENTS · EIN 27-3616920 / PN 273 | Common Collective Trust | — | — | $290K | 7.1% | |
| 1KGPF KEY GUARANTEED PORTFOLIO FUND n/a | — | — | — | $271K | 6.7% | |
| PUTMAN RETIREMENT ADVANTAGE 2030 V PUTMAN INVESTMENTS · EIN 26-0788040 / PN 262 | Common Collective Trust | — | — | $266K | 6.5% | |
| PUTMAN RETIREMENT ADVANTAGE 2045 V PUTMAN INVESTMENTS · EIN 26-1208510 / PN 259 | Common Collective Trust | — | — | $203K | 5.0% | |
| PUTMAN RETIREMENT ADVANTAGE 2025 V PUTMAN INVESTMENTS · EIN 26-1384344 / PN 263 | Common Collective Trust | — | — | $175K | 4.3% | |
| PUTMAN RETIREMENT ADVANTAGE 2050 V PUTMAN INVESTMENTS · EIN 26-0787670 / PN 258 | Common Collective Trust | — | — | $166K | 4.1% | |
| PUTMAN RETIREMENT ADVANTAGE 2055 V PUTMAN INVESTMENTS · EIN 27-3616920 / PN 275 | Common Collective Trust | — | — | $166K | 4.1% | |
| 1MXINX GREAT-WEST INTERNATIONAL INDEX FUND INV n/a | — | — | — | $143K | 3.5% | |
| 1105 AFW AMERICAN FUNDS NEW WORLD FUND - R3 n/a | — | — | — | $136K | 3.3% | |
| PUTMAN RETIREMENT ADVANTAGE 2040 V PUTMAN INVESTMENTS · EIN 26-1384398 / PN 260 | Common Collective Trust | — | — | $132K | 3.2% | |
| PUTMAN RETIREMENT ADV TRST MAT V PUTMAN INVESTMENTS · EIN 26-0788428 / PN 268 | Common Collective Trust | — | — | $116K | 2.8% | |
| 1VETAX VICTORY SYCAMORE ESTABLISHED VALUE A n/a | — | — | — | $89K | 2.2% | |
| 1MXIN6 GREAT-WEST S&P SMCAP 600 INDEX FUND INV n/a | — | — | — | $86K | 2.1% | |
| 1B1MXB1 GREAT-WEST BOND INDEX FUND INV n/a | — | — | — | $85K | 2.1% | |
| IMIGHX MFS MASSACHUSETTS INVESTORS GR STK R3 n/a | — | — | — | $76K | 1.9% | |
| 1MGRXTM GREAT-WEST T ROWE PRICE MDCP GR FUND INV n/a | — | — | — | $72K | 1.8% | |
| 1MXMDX GREAT-WEST S&P MIDCAP 400 INDEX FUND INV n/a | — | — | — | $55K | 1.4% | |
| 1JMTAX JPMORGAN TOTAL RETURN A n/a | — | — | — | $53K | 1.3% | |
| 1DEVLX DELAWARE SMALL CAP VALUE A n/a | — | — | — | $46K | 1.1% | |
| Participant Loans Interest rates range from 4.25 to 9.50% n/a | — | — | — | $41K | 1.0% | |
| similar party rate of interest, collateral, par, or maturity value Directed=n/a) Value 1 AIAVX AMERICAN CENTURY INFL ADJ BOND A n/a $ | — | — | — | $31K | 0.8% | |
| 1LCEAX INVESCO DIVERSIFIED DIVIDEND A n/a | — | — | — | $30K | 0.7% | |
| 1JWGRX1 JANUS HENDERSON GLOBAL RESEARCH S n/a | — | — | — | $28K | 0.7% | |
| 1MSFRX MFS TOTAL RETURN A n/a | — | — | — | $26K | 0.6% | |
| 1PAIGX T. ROWE PRICE INTL VALUE EQUITY ADV n/a | — | — | — | $25K | 0.6% | |
| 1PONAX PIMCO INCOME A n/a | — | — | — | $15K | 0.4% | |
| 1PFOAX PIMCO INT BOND (USD-HEDGED) A n/a | — | — | — | $13K | 0.3% | |
| 1PBHAX PGIM HIGH-YIELD A n/a | — | — | — | $10K | 0.2% | |
| 1HRSCX CARILLON EAGLE SMALL CAP GROWTH A n/a | — | — | — | $7K | 0.2% | |
| 1O1GAX INVESCO OPPENHEIMER INT'L GROWTH A n/a | — | — | — | $3K | <0.1% | |
| IMXREX GREAT-WEST REAL ESTATE INDEX FUND INV n/a | — | — | — | $3K | <0.1% | |
| PUTMAN RETIREMENT ADVANTAGE 2020 V PUTMAN INVESTMENTS · EIN 26-0788179 / PN 264 | Common Collective Trust | — | — | $0 | <0.1% |