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Original filing (PDF)20251014120315NAL0001347267001
DAVE TOMASCH INC
Form 5500
FILING_RECEIVED
DAVE TOMASCH INC 401(K) PROFIT SHARING PLAN & TRUST
401(k) retirement plan
Active participants
110
Accounts w/ balance
124
Plan assets (EOY)
$2.8M
Net assets (EOY)
$2.8M
How this plan invests
This plan
6 pooled trusts
Schedule D
32 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
97
/ 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
90
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- No IQPA named; plan is in the 80-120 transition zone — may be filing as small.
Helping the score
- Below-peer total fees (28 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DAVE TOMASCH INC.
Plan sponsor
Name
DAVE TOMASCH INC
EIN
30-0152218
Address
5900 W MINNESOTA ST STE 100 · INDIANAPOLIS, IN · 462414335
Phone
(317) 607-2493
Industry
Transportation & Warehousingsee 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
2025-10-14
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PAYCHEX, INC. | 16-1124166 | ROCHESTER, NY | RECORDKEEPER | $8K | — |
Investments
32 direct securities · 6 pooled funds· $2.8M(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
$2.8M
32 holdings
Common Collective Trust
$0
6 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| TRP Retirement 2035 Fund | — | — | — | $364K | 12.9% | |
| TRP Retirement 2025 Fund | — | — | — | $360K | 12.7% | |
| TRP Retirement 2030 Fund | — | — | — | $317K | 11.2% | |
| TRP Retirement 2055 Fund | — | — | — | $316K | 11.2% | |
| TRP Retirement 2050 Fund | — | — | — | $301K | 10.7% | |
| TRP Retirement 2040 Fund | — | — | — | $263K | 9.3% | |
| TRP Retirement 2020 Fund | — | — | — | $172K | 6.1% | |
| Participant Loans | — | — | — | $171K | 6.0% | |
| TRP Retirement 2045 Fund | — | — | — | $160K | 5.6% | |
| State Street S&P 500 Index Fund N | — | — | — | $89K | 3.1% | |
| TRP Retirement 2015 Fund | — | — | — | $80K | 2.8% | |
| TRP Retirement 2060 Fund | — | — | — | $48K | 1.7% | |
| APEX Capital Preservation Index Fund I | — | — | — | $42K | 1.5% | |
| Alger Capital Appreciation Inst Fund I | — | — | — | $39K | 1.4% | |
| JPMorgan U.S. Small Company Fund R6 | — | — | — | $20K | 0.7% | |
| Northern Mid Cap Index Fund | — | — | — | $18K | 0.6% | |
| Janus Henderson Triton Fund N | — | — | — | $16K | 0.6% | |
| American Funds New World Fund R6 | — | — | — | $12K | 0.4% | |
| Pioneer Bond Fund K | — | — | — | $11K | 0.4% | |
| DWS RREEF Freal Estate Securities Fund R6 | — | — | — | $6K | 0.2% | |
| TRP Retirement 2010 Fund | — | — | — | $4K | 0.1% | |
| Vanguard ST IP Securities Index Fund Admiral | — | — | — | $3K | 0.1% | |
| PGIM High Yield Fund R6 | — | — | — | $3K | <0.1% | |
| Invesco Diversified Dividend Fund R6 | — | — | — | $2K | <0.1% | |
| DFA U.S. Small Cap Portfolio Inst | — | — | — | $2K | <0.1% | |
| JPMorgan U.S. Equity Fund R6 | — | — | — | $2K | <0.1% | |
| JPMorgan Small Cap Value Fund R6 | — | — | — | $1K | <0.1% | |
| TRP Retirement 2005 Fund | — | — | — | $1K | <0.1% | |
| JPMorgan Core Bond Fund K | — | — | — | $1K | <0.1% | |
| MFS Total Return Fund R6 | — | — | — | $451 | <0.1% | |
| Marquarie International Core EQ Fund R6 | — | — | — | $141 | <0.1% | |
| Vanguard Developed Market Index Fund Admiral | — | — | — | $62 | <0.1% | |
| INVESCO STABLE ASSET INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| STATE ST IDX SECLEND VIII STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 336 | Common Collective Trust | — | — | $0 | <0.1% | |
| STATE ST RUSS SC IDX VIII STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 340 | Common Collective Trust | — | — | $0 | <0.1% | |
| STATE ST S&P 500 IDX IX STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 347 | Common Collective Trust | — | — | $0 | <0.1% | |
| STATE ST S&P MD CP IDX NL J STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 347 | Common Collective Trust | — | — | $0 | <0.1% | |
| STATE US INFL PROT BD IDX NL G STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 363 | Common Collective Trust | — | — | $0 | <0.1% |
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