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Original filing (PDF)20250815101319NAL0029964530001
TRAMEC LLC
Form 5500
FILING_RECEIVED
TRAMEC, LLC 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
784
Accounts w/ balance
928
Plan assets (EOY)
$28.5M
Net assets (EOY)
$28.5M
How this plan invests
This plan
1 pooled trust
Schedule D
23 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
80
Participation health
100
Knocking points off
- 45 bps in Schedule C fees — 55% above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TRAMEC LLC.
Plan sponsor
Name
TRAMEC LLC
EIN
26-2264914
Address
9401 INDIAN CREEK PKWY · SUITE 1170 · OVERLAND PARK, KS · 66210
Phone
(620) 365-6977
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
2025-08-15
Pension benefit codes
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)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
CBIZ CPA'S P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONEAMERICA RETIREMENT SERVICES LLC | 46-5378846 | — | NONE | $75K | — |
| TSG FINANCIAL | 22-3886929 | — | NONE | $53K | — |
| MATRIX TRUST COMPANY | 75-3182674 | — | NONE | $0 | — |
Investments
19 direct securities · 1 pooled fund· $28.2M(99% 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
$27.3M
19 holdings
Common Collective Trust
$947K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2030 Fund Mutual Fund | — | — | — | $5.9M | 20.8% | |
| Vanguard Target Retirement 2040 Fund Mutual Fund | — | — | — | $4.8M | 16.9% | |
| Vanguard 500 Index Admiral Fund Mutual Fund | — | — | — | $3.2M | 11.2% | |
| Vanguard Target Retirement 2020 Fund Mutual Fund | — | — | — | $3.1M | 10.9% | |
| Vanguard Target Retirement 2050 Fund Mutual Fund | — | — | — | $2.3M | 8.0% | |
| Vanguard Target Retirement Income Fund Mutual Fund | — | — | — | $2.2M | 7.8% | |
| Vanguard Mid Cap Index Admiral Fund Mutual Fund | — | — | — | $1.6M | 5.5% | |
| Harbor Capital Appreciation Fund R Mutual Fund | — | — | — | $1.1M | 4.0% | |
| ONEAMERICA STABLE VALUE FUND MIDWEST INSTITUTIONAL TRUST SERVICES · EIN 39-6490536 / PN 001 | Common Collective Trust | — | — | $947K | 3.3% | |
| Vanguard Small Cap Growth Index Admiral Fund Mutual Fund | — | — | — | $890K | 3.1% | |
| Participant Loans (interest rate range 4.25%-9.50%) | — | — | $675K | $675K | 2.4% | |
| Vanguard Target Retirement 2060 Fund Mutual Fund | — | — | — | $438K | 1.5% | |
| Macquarie Small Cap Value Instl fund Mutual Fund | — | — | — | $430K | 1.5% | |
| Dodge & Cox International Stock Fund Mutual Fund | — | — | — | $380K | 1.3% | |
| Dodge & Cox Income Cl I Dodge & Cox Income Cl I | — | — | $182K | $179K | 0.6% | |
| BlackRock Inflation Protected Bond K BlackRock Inflation Protected Bond K | — | — | $22K | $21K | <0.1% | |
| BlackRock High Yield Bond K Fund Mutual Fund | — | — | — | $18K | <0.1% | |
| Vanguard Real Estate Index Admiral Fund Mutual Fund | — | — | — | $14K | <0.1% | |
| Fidelity Emerging Markets Fund Mutual Fund | — | — | — | $9K | <0.1% | |
| BlackRock 20/80 Target Allocation K Fund Mutual Fund | — | — | — | $5K | <0.1% |
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