Back to filter
Original filing (PDF)20251009091930NAL0015126770001
TECHMER PM, LLC
Form 5500
FILING_RECEIVED
TECHMER PM, LLC 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Signals · 2
25% in single holdingNo recordkeeper disclosed
Active participants
466
Accounts w/ balance
563
Plan assets (EOY)
$69.1M
Net assets (EOY)
$69.1M
How this plan invests
This plan
32 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
90
/ 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
87
Total plan cost
80
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Nyli Winslow Nyli Winslow Large Cap Growth" is 25% of plan.
- 20 bps in Schedule C fees — modestly above peer band of 16 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TECHMER PM, LLC.
Plan sponsor
Name
TECHMER PM, LLC
EIN
31-1566487
Address
1 QUALITY CIRCLE · CLINTON, TN · 377164019
Phone
(865) 425-2455
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
2025-10-09
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)
3F · Sponsor used leased employees
2S · Automatic enrollment
3B · Covers self-employed individuals
Audit & trust (Schedule H)
Auditor
ELLIOT DAVIS, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LINCOLN NATIONAL CORPORATION | 35-1140070 | — | SERVICE PROVIDER | $74K | — |
| MORGAN STANLEY GRAYSTONE | 36-3145972 | — | SERVICE PROVIDER | $68K | — |
Investments
32 direct securities· $69.3M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Nyli Winslow Nyli Winslow Large Cap Growth | — | — | — | $17.4M | 25.2% | |
| The Lincoln National Life Insurance Company Stable Value Account | — | — | — | $10.8M | 15.6% | |
| Vanguard Total Stock Market Index Institutional Shares | — | — | — | $7.7M | 11.1% | |
| American Funds American Funds New Perspective Class R6 | — | — | — | $3.5M | 5.0% | |
| Dodge and Cox Dodge & Cox Balanced | — | — | — | $3.4M | 4.9% | |
| Vanguard Target Retirement 2030 Investor Shares | — | — | — | $3.1M | 4.5% | |
| Vanguard Target Retirement 2035 Investor Shares | — | — | — | $2.9M | 4.3% | |
| JP Morgan JP Morgan Equity Income Class R4 | — | — | — | $2.4M | 3.5% | |
| Vanguard Mid Cap Index Admiral Shares | — | — | — | $2.3M | 3.4% | |
| Vanguard Small Cap Index Admiral Shares | — | — | — | $2.2M | 3.2% | |
| Vanguard Target Retirment 2050 Investor Shares | — | — | — | $2.1M | 3.1% | |
| Vanguard Target Retirment 2040 Investor Shares | — | — | — | $1.7M | 2.5% | |
| Janus Henderson Janus Henderson Enterprise CF Class MS | — | — | — | $1.4M | 2.0% | |
| Notes receivable from participants 4.25% - 9.50% | — | — | — | $1.2M | 1.8% | |
| American Funds American Funds Europacific Growth Class R6 | — | — | — | $1.2M | 1.7% | |
| Vanguard Target Retirement 2055 Investor Shares | — | — | — | $696K | 1.0% | |
| Vanguard Target Retirement 2045 | — | — | — | $667K | 1.0% | |
| Vanguard Target Retirement 2025 Investor Shares | — | — | — | $655K | 0.9% | |
| Allspring Core Bonds | — | — | — | $647K | 0.9% | |
| Brandywineglobal High Yeild | — | — | — | $562K | 0.8% | |
| Undiscovered Managers Undiscovered Managers Behavioral Value Class R6 | — | — | — | $553K | 0.8% | |
| Vanguard Target Retirement 2060 Investor Shares | — | — | — | $422K | 0.6% | |
| Vanguard Target Retirement 2020 Investor Shares | — | — | — | $410K | 0.6% | |
| MFS Mid Cap Value Class R3 | — | — | — | $307K | 0.4% | |
| Nationwide Geneva Nationwide Geneva Samll Cap Growth Institutional Service Class | — | — | — | $218K | 0.3% | |
| Vanguard Target Retirment Income Investor Shares | — | — | — | $193K | 0.3% | |
| Invesco Developing markets | — | — | — | $168K | 0.2% | |
| Dimensional Fund Advisors DFA Inflation Protected Securitites Institutional Class | — | — | — | $149K | 0.2% | |
| Vanguard Target Retirement 2065 Investor Shares | — | — | — | $148K | 0.2% | |
| BNY Mellon BNY Mellon Global Fixed Income Class I | — | — | — | $60K | <0.1% | |
| Vanguard Targer Retirement 2070 | — | — | — | $32K | <0.1% | |
| Fidelity International Index | — | — | — | $23K | <0.1% |
Related plans
Other plans using LINCOLN NATIONAL CORPORATION
JOHNSON AND JOHNSON
JOHNSON AND JOHNSON SAVINGS PLAN TRUST
$24.2B
THE NEW YORK-PRESBYTERIAN HOSPITAL
THE RETIREMENT SAVINGS PLAN
$4.8B · 50,152 participants
SENTARA HEALTH
SENTARA 403(B) SAVINGS PLAN
$3.7B · 30,766 participants
THE MEDICAL COLLEGE OF WISCONSIN, INC.
THE MEDICAL COLLEGE OF WISCONSIN, INC. RETIREMENT PLAN
$2.6B · 6,844 participants
MAINEHEALTH SERVICES
MAINEHEALTH 403(B) RETIREMENT PLAN
$2.5B · 23,826 participants
FROEDTERT THEDACARE HEALTH, INC.
FROEDTERT HEALTH, INC. 403(B) PLAN
$2.2B · 16,292 participants
Similar-size Manufacturing plans
LATICRETE INTERNATIONAL, INC.
LATICRETE INTERNATIONAL, INC. 401(K) SAVINGS AND PROFIT SHARING PLAN
$74.1M · 538 participants
RED SPOT PAINT & VARNISH CO., INC.
RED SPOT PAINT & VARNISH COMPANY, INC. EMPLOYEES' 401(K) SAVINGS PLAN
$75.0M · 260 participants
GG BRANDS COMPANY
GG BRANDS COMPANY SAVINGS PLAN
$61.9M · 841 participants
SIEGWERK USA INC.
SIEGWERK USA INC. RETIREMENT PLAN
$58.6M · 451 participants
THE SHERWIN-WILLIAMS COMPANY
THE SHERWIN-WILLIAMS COMPANY HOURLY 401(K) PLAN
$58.3M · 935 participants
DIAMOND VOGEL, INC.
DIAMOND VOGEL, INC. 401(K) PLAN
$81.0M · 960 participants
Large plans in Tennessee
FEDEX CORPORATION
FEDEX CORPORATION EMPLOYEES' PENSION TRUST
$27.6B
FEDEX CORPORATION
FEDEX CORPORATION EMPLOYEES' PENSION PLAN
$26.9B · 113,256 participants
FEDEX CORPORATION
FEDEX CORPORATION RETIREMENT SAVINGS PLAN
$25.4B · 102,265 participants
HCA INC.
HCA 401(K) PLAN
$23.8B · 310,762 participants
HCA INC.
HCA INC. MASTER RETIREMENT TRUST
$23.4B
ALLIANCEBERNSTEIN LP
AB US LARGE CAP GROWTH COLLECTIVE TRUST
$8.9B