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Original filing (PDF)20251007155710NAL0002593811001
TEACHER CREATED MATERIALS, INC
Form 5500
FILING_RECEIVED
TEACHER CREATED MATERIALS, INC. 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
217
Accounts w/ balance
274
Plan assets (EOY)
$31.7M
Net assets (EOY)
$31.7M
How this plan invests
This plan
22 pooled trusts
Schedule D
30 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
100
Participation health
100
Knocking points off
- 58 bps in Schedule C fees — 98% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TEACHER CREATED MATERIALS, INC.
Plan sponsor
Name
TEACHER CREATED MATERIALS, INC
EIN
33-0004235
Address
5301 OCEANUS DRIVE · HUNTINGTON BEACH, CA · 926491030
Phone
(800) 858-7339
Industry
Information / Tech / Mediasee 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
2025-10-07
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
2S · Automatic enrollment
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
WINDES
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $108K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE BALDWIN GROUP WEALTH ADVISORS L | — | IRVINE, CA | INVESTMENT ADVISOR | $69K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $6K | — |
Investments
15 direct securities · 22 pooled funds· $30.9M(97% 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.
Common Collective Trust
$18.8M
18 holdings
Uncategorized
$12.1M
15 holdings
Pooled Separate Account
$0
4 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| INDEXSELECT MODERATE 2045 FUND CL R GREAT GRAY · EIN 81-4470950 / PN 308 | Common Collective Trust | — | — | $7.0M | 22.2% | |
| Fidelity 500 Index Mutual Fund | — | — | — | $4.6M | 14.4% | |
| INDEXSELECT MODERATE REITRE FUND CL GREAT GRAY · EIN 81-4430771 / PN 305 | Common Collective Trust | — | — | $2.8M | 8.7% | |
| INDEXSELECT MODERATE 2035 FUND CL R GREAT GRAY · EIN 81-4457845 / PN 307 | Common Collective Trust | — | — | $2.8M | 8.7% | |
| INDEXSELECT MODERATE 2055 FUND CL R GREAT GRAY · EIN 81-4484368 / PN 309 | Common Collective Trust | — | — | $2.0M | 6.4% | |
| LARGE CAP GROWTH FUND II FEE CLASS GREAT GRAY · EIN 38-4139848 / PN 626 | Common Collective Trust | — | — | $1.9M | 6.1% | |
| General Account Guaranteed Account | — | — | — | $1.4M | 4.4% | |
| Pioneer Bond K Mutual Fund | — | — | — | $1.4M | 4.3% | |
| Fidelity Mid Cap Index Mutual Fund | — | — | — | $967K | 3.1% | |
| Fidelity International Index Mutual Fund | — | — | — | $850K | 2.7% | |
| Fidelity Small Cap Index Mutual Fund | — | — | — | $762K | 2.4% | |
| LARGE CAP VALUE FUND II CL R1 GREAT GRAY · EIN 38-7264544 / PN 707 | Common Collective Trust | — | — | $702K | 2.2% | |
| INDEXSELECT AGGRESSIVE 2055 FUND CL GREAT GRAY · EIN 81-4418048 / PN 304 | Common Collective Trust | — | — | $491K | 1.5% | |
| DFA Emerging Markets Core Equity I Mutual Fund | — | — | — | $442K | 1.4% | |
| MFS International Intrinsic Value R6 Mutual Fund | — | — | — | $435K | 1.4% | |
| Pimco Income Instl Mutual Fund | — | — | — | $327K | 1.0% | |
| Fidelity US Bond Index Mutual Fund | — | — | — | $293K | 0.9% | |
| Invesco Discovery R6 Mutual Fund | — | — | — | $287K | 0.9% | |
| Allspring Special Small Cap Value R6 Mutual Fund | — | — | — | $247K | 0.8% | |
| INDEXSELECT AGGRESSIVE 2035 FUND CR GREAT GRAY · EIN 81-4393238 / PN 302 | Common Collective Trust | — | — | $206K | 0.7% | |
| MID CAP VALUE FEE CLASS R1 GREAT GRAY · EIN 38-4139852 / PN 000 | Common Collective Trust | — | — | $200K | 0.6% | |
| MID CAP GROWTH FUND II CLASS R1 GREAT GRAY · EIN 38-7304118 / PN 183 | Common Collective Trust | — | — | $184K | 0.6% | |
| MassMutual High Yield I Mutual Fund | — | — | — | $133K | 0.4% | |
| LARGE CAP VALUE FUND CLASS R1 GREAT GRAY · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $113K | 0.4% | |
| INDEXSELECT AGGRESSIVE 2045 FUND CL GREAT GRAY · EIN 81-4403657 / PN 303 | Common Collective Trust | — | — | $88K | 0.3% | |
| INDEXSELECT CONSERVATIVE 2035 FUND GREAT GRAY · EIN 81-4515825 / PN 312 | Common Collective Trust | — | — | $84K | 0.3% | |
| INDEXSELECT CONSERVATIVE 2055 FUND GREAT GRAY · EIN 81-4543855 / PN 314 | Common Collective Trust | — | — | $81K | 0.3% | |
| INDEXSELECT CONSERVATIVE RET FUND C GREAT GRAY · EIN 81-4499160 / PN 310 | Common Collective Trust | — | — | $81K | 0.3% | |
| Calvert Equity R6 Mutual Fund | — | — | — | $40K | 0.1% | |
| MFS Global Real Estate R6 Mutual Fund | — | — | — | $37K | 0.1% | |
| MFS VALUE R3 MFS · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| INVESCO DEVELOPING MARKETS Y INVESCO · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| MFS INTL. INTRINSIC VALUE R3 MFS · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| INVESCO DISCOVERY Y INVESCO · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| INDEXSELECT MODERATE 2025 FUND CL R GREAT GRAY · EIN 81-4447624 / PN 303 | Common Collective Trust | — | — | $0 | <0.1% | |
| INDEXSELECT CONSERVATIVE 2045 FUND GREAT GRAY · EIN 81-4532033 / PN 313 | Common Collective Trust | — | — | $0 | <0.1% | |
| MID CAP GROWTH FUND FEE CLASS R1 GREAT GRAY · EIN 38-4126247 / PN 549 | Common Collective Trust | — | — | $0 | <0.1% |