How big is Tooling Systems Group, Inc.'s plan?

Tooling Systems Group, Inc.'s plan reported $40.9M in assets and 468 participants for 2024.

Original filing (PDF)20251013125321NAL0001262177001

Tooling Systems Group, Inc.

Name: Tooling Systems Group, Inc. — Tooling Systems Group, Form 5500 (2024)
Creator: Tooling Systems Group, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Tooling Systems Group, Inc. 401(k) Retirement Savings Plan

401(k) retirement plan · Tooling Systems Group, Inc.'s Tooling Systems Group, Inc. 401(k) Retirement Savings Plan held $40.9M in plan assets for 468 participants in 2024, with Fidelity as recordkeeper.

Signals · 1

Corrective distributions issued

Active participants

468

Accounts w/ balance

454

Plan assets (EOY)

$40.9M

Net assets (EOY)

$40.9M

Plan identifiers

Tooling Systems Group, Inc.'s EIN is 26-3899248.

EIN 26-3899248

Plan number 001

Plan year 2024

ACK ID 20251013125321NAL0001262177001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Tooling Systems Group, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Tooling Systems Group, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

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How this plan invests

This plan

1 pooled trust

Schedule D

41 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Corrective distributions issued (likely failed ADP/ACP testing).
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (25th percentile).

Plan sponsor

Name

TOOLING SYSTEMS GROUP, INC.

EIN

all filings

Address

555 PLYMOUTH AVE NE · GRAND RAPIDS, MI · 49505

Phone

(616) 647-9513

Industry

Manufacturing

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

2025-10-13

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

2R · Participant-directed brokerage (SDBA)

2T · Default investment account (QDIA)

Service providers (Schedule C)

4 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS	04-2647786	—	RECORDKEEPER	$38K	—
VOYA RETIREMENT INSURANCE AND ANNUI	71-0294708	HARTFORD, CT	SERVICE PROVIDER	$0	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
ONEDIGITAL INVESTMENT ADVISORS

Investments

41 direct securities · 1 pooled fund· $40.9M(100% 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.

Mutual Funds

$39.1M

37 holdings

Common Stocks

$1.3M

2 holdings

Other securities

$431K

2 holdings

Pooled Separate Account

1 holding

					% of plan
Fidelity Management Trust Company	Mutual Funds	—	—	$7.8M	19.0%
Fidelity Management Trust Company	Mutual Funds	—	—	$4.1M	10.1%
Fidelity Management Trust Company	Mutual Funds	—	—	$4.0M	9.7%
Fidelity Management Trust Company	Mutual Funds	—	—	$3.8M	9.3%
Fidelity Management Trust Company	Mutual Funds	—	—	$2.8M	6.8%
Fidelity Management Trust Company	Mutual Funds	—	—	$2.7M	6.7%
Fidelity Management Trust Company	Mutual Funds	—	—	$2.2M	5.4%
Fidelity Management Trust Company	Mutual Funds	—	—	$1.7M	4.3%
Fidelity Management Trust Company	Mutual Funds	—	—	$1.3M	3.2%
Fidelity Management Trust Company	Mutual Funds	—	—	$1.3M	3.1%
Voya Retirement Insurance and Annuity Company	Common Stocks	—	—	$794K	1.9%
Fidelity Management Trust Company	Mutual Funds	—	—	$701K	1.7%
Fidelity Management Trust Company	Mutual Funds	—	—	$676K	1.7%
Fidelity Management Trust Company	Mutual Funds	—	—	$640K	1.6%
Fidelity Management Trust Company	Mutual Funds	—	—	$561K	1.4%
Voya Retirement Insurance and Annuity Company	Common Stocks	—	—	$542K	1.3%
Fidelity Management Trust Company	Mutual Funds	—	—	$490K	1.2%
Fidelity Management Trust Company	Mutual Funds	—	—	$445K	1.1%
Participants	Other securities	—	—	$411K	1.0%
Fidelity Management Trust Company	Mutual Funds	—	—	$395K	1.0%
Fidelity Management Trust Company	Mutual Funds	—	—	$391K	1.0%
Fidelity Management Trust Company	Mutual Funds	—	—	$349K	0.9%
Fidelity Management Trust Company	Mutual Funds	—	—	$339K	0.8%
Fidelity Management Trust Company	Mutual Funds	—	—	$327K	0.8%
Fidelity Management Trust Company	Mutual Funds	—	—	$302K	0.7%
Fidelity Management Trust Company	Mutual Funds	—	—	$267K	0.7%
Fidelity Management Trust Company	Mutual Funds	—	—	$228K	0.6%
Fidelity Management Trust Company	Mutual Funds	—	—	$220K	0.5%
Fidelity Management Trust Company	Mutual Funds	—	—	$192K	0.5%
Fidelity Management Trust Company	Mutual Funds	—	—	$182K	0.4%
Fidelity Management Trust Company	Mutual Funds	—	—	$178K	0.4%
Fidelity Management Trust Company	Mutual Funds	—	—	$139K	0.3%
Fidelity Management Trust Company	Mutual Funds	—	—	$104K	0.3%
Fidelity Management Trust Company	Mutual Funds	—	—	$85K	0.2%
Fidelity Management Trust Company	Mutual Funds	—	—	$48K	0.1%
Fidelity Management Trust Company	Mutual Funds	—	—	$42K	0.1%
Fidelity Management Trust Company	Mutual Funds	—	—	$33K	<0.1%
Fidelity Management Trust Company	Mutual Funds	—	—	$23K	<0.1%
Participants / employer	Other securities	—	—	$20K	<0.1%
Fidelity Management Trust Company	Mutual Funds	—	—	$4K	<0.1%
Fidelity Management Trust Company	Mutual Funds	—	—	$2K	<0.1%
VOYA LIFE INSURANCE AND ANNUITY COM VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY SEPERATE ACCOUNT · EIN 71-0294708 / PN 000	Pooled Separate Account	—	—	$0	<0.1%