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Original filing (PDF)20251003091957NAL0001190449001
TRANZACT TECHNOLOGIES, INC.
Form 5500
FILING_RECEIVED
TRANZACT TECHNOLOGIES, INC. 401(K) SAVINGS PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
102
Accounts w/ balance
109
Plan assets (EOY)
$7.4M
Net assets (EOY)
$7.4M
How this plan invests
This plan
37 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
92
/ 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
75
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TRANZACT TECHNOLOGIES, INC..
Plan sponsor
Name
TRANZACT TECHNOLOGIES, INC.
EIN
34-1545649
Address
360 WEST BUTTERFIELD ROAD · ELMHURST, IL · 60126
Phone
(630) 530-6710
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
2025-10-03
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)
Audit & trust (Schedule H)
Auditor
AYOTTE DECKER LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
37 direct securities· $7.4M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Interest Account * Voya Registered investment companies - | — | — | — | $1.2M | 16.3% | |
| Index Solution 2035 Portfolio * Voya Registered investment companies - U.S. - | — | — | — | $1.2M | 15.6% | |
| Voya Group annuity contract - Guaranteed $ - | — | — | — | $1.1M | 14.4% | |
| Stock Index Portfolio * Voya Registered investment companies - | — | — | — | $618K | 8.3% | |
| Index Solution 2025 Portfolio * Voya Registered investment companies - | — | — | — | $470K | 6.3% | |
| Index Solution 2055 Portfolio * Voya Registered investment companies - | — | — | — | $422K | 5.7% | |
| Clarion Real Estate Portfolio * Voya Registered investment companies - | — | — | — | $412K | 5.5% | |
| Large Cap Value Fund * Voya Registered investment companies - | — | — | — | $366K | 4.9% | |
| International Index Portfolio * Voya Registered investment companies - | — | — | — | $204K | 2.7% | |
| Global Equity Fund * Voya Registered investment companies - | — | — | — | $194K | 2.6% | |
| Rowe Price Growth Equity Portfolio * VY Registered investment companies - T. - | — | — | — | $172K | 2.3% | |
| Index Solution 2045 Portfolio * Voya Registered investment companies - | — | — | — | $156K | 2.1% | |
| American Century Small-Mid Cap Val Port * Voya Registered investment companies - | — | — | — | $137K | 1.8% | |
| Index Solution 2030 Portfolio * VY Registered investment companies - | — | — | — | $98K | 1.3% | |
| Large Cap Growth Portfolio * VY Registered investment companies - T. - | — | — | — | $69K | 0.9% | |
| Index Solution 2050 Portfolio * Voya Registered investment companies - | — | — | — | $68K | 0.9% | |
| Rowe Price Capital Appreciation Port * VY Registered investment companies - | — | — | — | $64K | 0.9% | |
| MidCap Opportunities Portfolio * American Funds Registered investment companies - | — | — | — | $45K | 0.6% | |
| Yield Portfolio * ClearBridge Registered investment companies - | — | — | — | $43K | 0.6% | |
| International Growth Fund * Voya Registered investment companies - | — | — | — | $42K | 0.6% | |
| Solution Conservative Port * Invesco Registered investment companies - | — | — | — | $39K | 0.5% | |
| Index Solution 2065 Portfolio * Voya Registered investment companies - | — | — | — | $37K | 0.5% | |
| Developing Markets Fund * Voya Registered investment companies - | — | — | — | $35K | 0.5% | |
| Columbia Small Cap Value II Portfolio * Voya Registered investment companies - High - | — | — | — | $34K | 0.5% | |
| Solution Moderately Aggressive Por * Voya Registered investment companies - | — | — | — | $32K | 0.4% | |
| Index Solution 2040 Portfolio * Voya Registered investment companies - | — | — | — | $29K | 0.4% | |
| Solution Balanced Portfolio * VY Registered investment companies - | — | — | — | $29K | 0.4% | |
| Small Cap Growth Fund * MFS Registered investment companies - | — | — | — | $28K | 0.4% | |
| Russell Small Cap Index Portfolio * Voya Registered investment companies - | — | — | — | $25K | 0.3% | |
| Washington Mutual Investors Fund * Invesco Registered investment companies - | — | — | — | $23K | 0.3% | |
| Strategic Income Fund * Invesco Registered investment companies - | — | — | — | $22K | 0.3% | |
| Main Street Fund * Pioneer Registered investment companies - | — | — | — | $16K | 0.2% | |
| Voya Registered investment companies - $ - | — | — | — | $16K | 0.2% | |
| Government Money Market Fund * Participant Loans Interest rate 6.00% - 9.50% - | — | — | — | $16K | 0.2% | |
| Solution Aggressive Portfolio * Voya Registered investment companies - 246 Intermediate Bond Fund * American Beacon Registered investment companies - | — | — | — | $15K | 0.2% | |
| Russell Mid Cap Index Portfolio * Pimco Registered investment companies - 800 Commodity Real Return Strategy Fund * Voya Registered investment companies - | — | — | — | $8K | 0.1% | |
| Index Solution Income Portfolio * Voya Registered investment companies - | — | — | — | $5K | <0.1% |
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