Back to filter
Original filing (PDF)20250922100026NAL0006534067001
TASK FORCE TIPS, LLC
Form 5500
FILING_RECEIVED
TASK FORCE TIPS, LLC 401(K) & PROFIT SHARING PLAN
401(k) retirement plan
Signals · 1
1 failed disclosure
Active participants
228
Accounts w/ balance
284
Plan assets (EOY)
$33.0M
Net assets (EOY)
$33.0M
How this plan invests
This plan
12 pooled trusts
Schedule D
29 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
96
/ 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
85
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- 1 Schedule C provider failed to disclose compensation.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TASK FORCE TIPS, LLC.
Plan sponsor
Name
TASK FORCE TIPS, LLC
EIN
35-1187949
Address
3701 INNOVATION WAY · VALPARAISO, IN · 46383
Phone
(219) 462-6161
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
2025-09-22
Pension benefit codes
2E · Profit-sharing
3H · Sponsor in controlled / affiliated group
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
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $40K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPFINANCIAL PARTNERS LLC | 26-0058143 | — | ADVISOR | $41K | — |
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $9K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CLIFTONLARSONALLEN | 41-0746749 | — | ACCOUNTANT/AUDITOR | $21K | — |
Failed / refused disclosures (Sched C Part 2)
| Provider | Nondisclosure info |
|---|---|
| — | — |
Investments
28 direct securities · 12 pooled funds· $48.1M(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
$31.8M
27 holdings
Common Collective Trust
$16.3M
12 holdings
Mutual Funds
$14K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Investments Fidelity Contrafund K6 | — | — | — | $4.6M | 14.0% | |
| Fidelity Institutional Asset Management Fidelity Freedom 2040 Fund | — | — | — | $3.9M | 11.7% | |
| FID FRDM 2040 CP B FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 203 | Common Collective Trust | — | — | $3.9M | 11.7% | |
| Fidelity Institutional Asset Management Fidelity Freedom 2045 Fund | — | — | — | $2.7M | 8.2% | |
| FID FRDM 2045 CP B FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 204 | Common Collective Trust | — | — | $2.7M | 8.2% | |
| Fidelity Institutional Asset Management Fidelity Freedom 2030 Fund | — | — | — | $2.5M | 7.7% | |
| FID FRDM 2030 CP B FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 201 | Common Collective Trust | — | — | $2.5M | 7.7% | |
| Fidelity Investments Fidelity 500 Index Fund | — | — | — | $2.0M | 6.0% | |
| Fidelity Investments Fidelity Extended Market Index Fund | — | — | — | $2.0M | 6.0% | |
| Victory Sycamore Victory Sycamore Established Value Fund | — | — | — | $1.4M | 4.2% | |
| PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $1.2M | 3.8% | |
| Fidelity Institutional Asset Management Fidelity Freedom 2060 Fund | — | — | — | $1.2M | 3.6% | |
| FID FRDM 2060 CP B FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 207 | Common Collective Trust | — | — | $1.2M | 3.6% | |
| Fidelity Institutional Asset Management Fidelity Freedom 2050 Fund | — | — | — | $1.1M | 3.5% | |
| FID FRDM 2050 CP B FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 205 | Common Collective Trust | — | — | $1.1M | 3.5% | |
| Fidelity Institutional Asset Management Fidelity Freedom 2055 Fund | — | — | — | $1.1M | 3.4% | |
| FID FRDM 2055 CP B FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 206 | Common Collective Trust | — | — | $1.1M | 3.4% | |
| Fidelity Investments Fidelity Puritan Fund K | — | — | — | $1.1M | 3.4% | |
| Baird Mid Cap Institutional Fund | — | — | — | $1.1M | 3.3% | |
| Fidelity Investments Fidelity International Discovery Fund K | — | — | — | $1.0M | 3.2% | |
| American Beacon Funds ABF Large Cap Value Fund R6 | — | — | — | $989K | 3.0% | |
| Fidelity Institutional Asset Management Fidelity Freedom 2025 Fund | — | — | — | $723K | 2.2% | |
| FID FRDM 2025 CP B FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 200 | Common Collective Trust | — | — | $723K | 2.2% | |
| Fidelity Institutional Asset Management Fidelity Freedom 2035 Fund | — | — | — | $688K | 2.1% | |
| FID FRDM 2035 CP B FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 202 | Common Collective Trust | — | — | $688K | 2.1% | |
| Fidelity Institutional Asset Management Fidelity Freedom 2020 Fund | — | — | — | $635K | 1.9% | |
| FID FRDM 2020 CP B FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 199 | Common Collective Trust | — | — | $635K | 1.9% | |
| Participants all outstanding notes. - | — | — | — | $598K | 1.8% | |
| Fidelity Investments Fidelity U.S. Bond Index Fund - Inv. Class | — | — | — | $404K | 1.2% | |
| BlackRock Total Return Fund Class K | — | — | — | $378K | 1.1% | |
| Fidelity Institutional Asset Management Fidelity Freedom 2065 Fund | — | — | — | $371K | 1.1% | |
| FID FRDM 2065 CP B FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 208 | Common Collective Trust | — | — | $371K | 1.1% | |
| Allspring Government Securities Fund | — | — | — | $341K | 1.0% | |
| Virtus Seix Virtus Seiz High Yield Fund Class I | — | — | — | $290K | 0.9% | |
| Fidelity Investments Fidelity Strategic Income Fund | — | — | — | $267K | 0.8% | |
| Direhaus Emerging Markets Growth Fund | — | — | — | $175K | 0.5% | |
| Allspring Special Small Cap Value Fund | — | — | — | $91K | 0.3% | |
| Fidelity Institutional Asset Management Fidelity Freedom 2015 Fund | — | — | — | $65K | 0.2% | |
| FID FRDM 2015 CP B FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 198 | Common Collective Trust | — | — | $65K | 0.2% | |
| s * Fidelity Investments Fidelity Government Money Market | Mutual Funds | — | — | $14K | <0.1% |
Related plans
Other plans using CAPFINANCIAL PARTNERS LLC
CHEVRON CORPORATION
CHEVRON EMPLOYEE SAVINGS INVESTMENT PLAN
$20.4B · 22,195 participants
UNITED AIRLINES, INC.
UNITED AIRLINES PILOT RETIREMENT ACCOUNT PLAN
$16.8B · 17,444 participants
THE MOUNT SINAI MEDICAL CENTER
THE MOUNT SINAI MEDICAL CENTER 403(B) RETIREMENT PLAN
$9.5B · 46,304 participants
WASHINGTON UNIVERSITY IN ST. LOUIS
WASHINGTON UNIVERSITY RETIREMENT SAVINGS PLAN
$7.5B · 27,547 participants
PHILIPS NORTH AMERICA LLC
PHILIPS NORTH AMERICA 401(K) PLAN
$6.4B · 17,066 participants
GEICO CORPORATION
GEICO 401(K) SAVINGS PLAN
$6.2B · 28,209 participants
Similar-size Manufacturing plans
HERMETIC SOLUTIONS GROUP
HERMETIC SOLUTIONS GROUP 401(K) PLAN
$32.9M · 860 participants
SUPERIOR ESSEX, INC
RETIREMENT INCOME PLAN FOR HOURLY EMPLOYEES OF ESSEX GROUP, INC
$33.2M · 131 participants
VANDER-BEND MANUFACTURING, INC
VANDER-BEND RETIREMENT PLAN
$33.4M · 828 participants
THE FLEXITALLIC GROUP, INC.
FLEXITALLIC GROUP 401(K) PROFIT SHARING PLAN
$32.5M · 291 participants
WIRECRAFTERS, LLC
WIRECRAFTERS, LLC 401(K) PROFIT SHARING PLAN & TRUST AGREEMENT
$33.5M · 262 participants
KOSEI ST. MARYS CORPORATION
KOSEI ST. MARYS CORPORATION ASSOCIATES' RETIREMENT PLAN
$33.5M · 210 participants
Large plans in Indiana
ELI LILLY AND COMPANY
LILLY SAVINGS PLAN MASTER TRUST FUND B
$13.5B
ELI LILLY AND COMPANY
THE LILLY EMPLOYEE 401(K) PLAN
$13.1B · 21,803 participants
ELI LILLY AND COMPANY
THE LILLY RETIREMENT PLAN MASTER TRUST
$12.1B
ATH HOLDING COMPANY, LLC
ELEVANCE HEALTH 401(K) PLAN
$12.1B · 71,880 participants
ATH HOLDING COMPANY, LLC
ELEVANCE HEALTH DEFINED CONTRIBUTION MASTER TRUST
$11.9B
ELI LILLY AND COMPANY
THE LILLY RETIREMENT PLAN
$11.8B · 21,629 participants