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Original filing (PDF)20251015171627NAL0007021568001
TUNGSTEN AUTOMATION CORPORATION
Form 5500
FILING_RECEIVED
TUNGSTEN AUTOMATION 401(K) SALARY SAVINGS PLAN
401(k) retirement plan
Active participants
465
Accounts w/ balance
706
Plan assets (EOY)
$143.1M
Net assets (EOY)
$143.1M
How this plan invests
This plan
1 pooled trust
Schedule D
32 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
80
Vendor stack
100
Participation health
100
Knocking points off
- 13 bps in Schedule C fees — modestly above peer band of 10 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TUNGSTEN AUTOMATION CORPORATION.
Plan sponsor
Name
TUNGSTEN AUTOMATION CORPORATION
EIN
33-0114967
Address
15211 LAGUNA CANYON ROAD · IRVINE, CA · 92618
Phone
(949) 783-1264
Industry
Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
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
BDO USA, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $140K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BDO USA , LLP | 13-5381590 | — | ACCOUNTANT | $44K | — |
Investments
31 direct securities · 1 pooled fund· $142.3M(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.
Registered Investment Companies
$135.0M
31 holdings
Common Collective Trust
$7.3M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FID 500 IND | Registered Investment Companies | — | — | $23.2M | 16.2% | |
| FIDELITY CONTRAFUND | Registered Investment Companies | — | — | $21.2M | 14.8% | |
| FIDELITY OTC PORTFOLIO | Registered Investment Companies | — | — | $13.0M | 9.1% | |
| TROWEPRICE RETIREMENT 2040 INV | Registered Investment Companies | — | — | $8.2M | 5.8% | |
| METLIFE RELIANCE STBL VAL 20 RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $7.3M | 5.1% | |
| TROWEPRICE RETIREMENT 2030 INV | Registered Investment Companies | — | — | $6.7M | 4.7% | |
| VAN EXT MKT IDX - INST | Registered Investment Companies | — | — | $5.9M | 4.1% | |
| PIMCO INV GRADE CRED BD I2 | Registered Investment Companies | — | — | $5.3M | 3.7% | |
| TRPRICE RETIREMENT 2035 INV | Registered Investment Companies | — | — | $4.7M | 3.3% | |
| TROWEPRICE RETIREMENT 2025 INV | Registered Investment Companies | — | — | $4.2M | 3.0% | |
| TROWEPRICE RETIREMENT 2045 INV | Registered Investment Companies | — | — | $4.0M | 2.8% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $3.6M | 2.5% | |
| INVESCO EQUITY AND INCOME Y | Registered Investment Companies | — | — | $3.5M | 2.5% | |
| DODGE & COX INTL STOCK I | Registered Investment Companies | — | — | $3.4M | 2.4% | |
| EMP TRP MID CAP GROWTH INST | Registered Investment Companies | — | — | $3.2M | 2.2% | |
| JPMORGAN EQUITY INCOME FUND R6 | Registered Investment Companies | — | — | $3.1M | 2.2% | |
| TROWEPRICE RETIRE 2020 INV | Registered Investment Companies | — | — | $2.3M | 1.6% | |
| MFS INTL INTRINSIC VALUE R6 | Registered Investment Companies | — | — | $2.1M | 1.4% | |
| TROWEPRICE RETIREMENT 2050 INV | Registered Investment Companies | — | — | $2.0M | 1.4% | |
| TROWEPRICE RETIREMENT 2055 INV | Registered Investment Companies | — | — | $2.0M | 1.4% | |
| MFS INTERNATIONAL GROWTH R6 | Registered Investment Companies | — | — | $1.7M | 1.2% | |
| THORNBURG STRAT INC R6 | Registered Investment Companies | — | — | $1.7M | 1.2% | |
| BNYM GLOBAL STOCK Y | Registered Investment Companies | — | — | $1.7M | 1.2% | |
| VICTORY ESTABLISHED VALUE R6 | Registered Investment Companies | — | — | $1.6M | 1.2% | |
| ALLSPRING SMALL CO GROWTH INST | Registered Investment Companies | — | — | $1.4M | 1.0% | |
| DFA US TARGETED VAL PORT INST | Registered Investment Companies | — | — | $1.4M | 0.9% | |
| PIMCO REAL RETURN I2 | Registered Investment Companies | — | — | $1.3M | 0.9% | |
| INVESCO DEVELOPING MKTS R6 | Registered Investment Companies | — | — | $1.0M | 0.7% | |
| T.ROWE PRICE RETIRE BALANCED | Registered Investment Companies | — | — | $747K | 0.5% | |
| TRPRICE RETIREMENT 2010 INV | Registered Investment Companies | — | — | $351K | 0.2% | |
| TROWEPRICE RETIREMENT 2005 INV | Registered Investment Companies | — | — | $266K | 0.2% | |
| TROWEPRICE RETIREMENT 2015 INV | Registered Investment Companies | — | — | $173K | 0.1% |