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Original filing (PDF)20251008104726NAL0002933395001
TACOMA GLASS
Form 5500
FILING_RECEIVED
TGM RETIREMENT PLAN
401(k) retirement plan
Active participants
183
Accounts w/ balance
134
Plan assets (EOY)
$6.1M
Net assets (EOY)
$6.1M
How this plan invests
This plan
1 pooled trust
Schedule D
25 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 (4 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TACOMA GLASS.
Plan sponsor
Name
TACOMA GLASS
EIN
26-2160286
Address
P.O. BOX 99965 · LAKEWOOD, WA · 94896
Phone
(253) 581-7679
Industry
Manufacturingsee 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
2025-10-08
Pension benefit codes
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
BAKER TILLY, US
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPITAL GROUP RETIREMENT PLAN | 82-4555287 | IRVINE, CA | RECORDKEEPER | $925 | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SOUTH EASTERN EMPLOYEE BENEFIT | 20-5923747 | WEST HENRIETTA, NY | CONTRACT ADMIN | $2K | — |
Investments
24 direct securities · 1 pooled fund· $6.1M(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
$6.1M
24 holdings
Common Collective Trust
$22K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| AMERICAN FUNDS AMCAP R2 Mutual Fund | — | — | — | $978K | 15.9% | |
| AMERICAN FUNDS 2025 TARGET DATE FUND R2 Mutual Fund | — | — | — | $905K | 14.7% | |
| AMERICAN FUNDS 2040 TARGET DATE FUND R2 Mutual Fund | — | — | — | $686K | 11.2% | |
| AMERICAN FUNDS 2035 TARGET DATE FUND R2 Mutual Fund | — | — | — | $586K | 9.5% | |
| AMERICAN FUNDS 2045 TARGET DATE FUND R2 Mutual Fund | — | — | — | $428K | 7.0% | |
| AMERICAN FUNDS 2030 TARGET DATE FUND R2 Mutual Fund | — | — | — | $418K | 6.8% | |
| AMERICAN FUNDS INVMT CO OF AMERICA R2 Mutual Fund | — | — | — | $395K | 6.4% | |
| AMERICAN FUNDS EUROPACIFIC GR R2 Mutual Fund | — | — | — | $351K | 5.7% | |
| AMERICAN FUNDS 2050 TARGET DATE FUND R2 Mutual Fund | — | — | — | $302K | 4.9% | |
| AMERICAN FUNDS WASHINGTON MUTUAL R2 Mutual Fund | — | — | — | $273K | 4.4% | |
| AMERICAN FUNDS 2055 TARGET DATE FUND R2 Mutual Fund | — | — | — | $231K | 3.8% | |
| AMERICAN FUNDS 2060 TARGET DATE FUND R1 Mutual Fund | — | — | — | $136K | 2.2% | |
| 9.50%, maturing through December 2029 0 | — | — | — | $105K | 1.7% | |
| AMERICAN FUNDS 2015 TARGET DATE FUND R2 Mutual Fund | — | — | — | $87K | 1.4% | |
| AMERICAN FUNDS 2065 TARGET DATE FUND R2 Mutual Fund | — | — | — | $70K | 1.1% | |
| AMERICAN FUNDS BOND FUND OF AMER R2 Mutual Fund | — | — | — | $67K | 1.1% | |
| EB MAGIC 95 STABLE VALUE FUND KEYBANK · EIN 34-6903863 / PN 002 | Common Collective Trust | — | — | $22K | 0.4% | |
| AMERICAN FUNDS CAPITAL WORLD BOND R2 Mutual Fund | — | — | — | $20K | 0.3% | |
| MFS BLENDED RESEARCH SMALL CAP EQ R1 Mutual Fund | — | — | — | $17K | 0.3% | |
| BLACKROCK HIGH YIELD BOND INV C Mutual Fund | — | — | — | $9K | 0.2% | |
| AMERICAN FUNDS US GOVERNMENT SEC R2 Mutual Fund | — | — | — | $9K | 0.1% | |
| AMERICAN FUNDS INFLATION LINKED BD FD R2 Mutual Fund | — | — | — | $8K | 0.1% | |
| AMERICAN FUNDS NEW WORLD R2 Mutual Fund | — | — | — | $8K | 0.1% | |
| AMERICAN FUNDS US GOVT MONEY MARKET R2 Mutual Fund | — | — | — | $3K | <0.1% | |
| INVESCO GLOBAL REAL ESTATE C Mutual Fund | — | — | — | $2K | <0.1% |
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