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Original filing (PDF)20250708144149NAL0006527040001
TRITECH MARKETING, LLC
Form 5500
FILING_RECEIVED
TRITECH MARKETING 401(K) PLAN
401(k) retirement plan
Active participants
84
Accounts w/ balance
141
Plan assets (EOY)
$20.1M
Net assets (EOY)
$20.1M
How this plan invests
This plan
42 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (3 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TRITECH MARKETING, LLC.
Plan sponsor
Name
TRITECH MARKETING, LLC
EIN
36-3604568
Address
7020 HIGH GROVE BOULEVARD · BURR RIDGE, IL · 60527
Phone
(630) 654-0170
Industry
Professional & Technical Servicessee 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
2025-07-08
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
LEE CPA AUDIT GROUP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES | 13-2638166 | — | FINANCIAL ADVISOR | $0 | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SCP RETIREMENT SERVICES LLC | — | CHICAGO, IL | TPA | $0 | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA RETIREMENT ADVISORS | 02-0488491 | — | SERVICE PROVIDER | $5K | — |
Investments
42 direct securities· $20.1M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund Registered Investment Company | — | — | — | $3.4M | 17.0% | |
| Vangrd Trgt Retire 2050 Fd Registered Investment Company | — | — | — | $2.6M | 12.8% | |
| JPMorgan LgCp Grw Fnd R6 Registered Investment Company | — | — | — | $1.9M | 9.3% | |
| Vangrd Trgt Retire 2045 Fd Registered Investment Company | — | — | — | $1.6M | 8.0% | |
| Vangrd Trgt Retire 2040 Fd Registered Investment Company | — | — | — | $1.3M | 6.4% | |
| Vangrd Trgt Retire 2035 Fd Registered Investment Company | — | — | — | $841K | 4.2% | |
| JPMorgan Equity Income Fund R6 Registered Investment Company | — | — | — | $709K | 3.5% | |
| American Funds 2055 T Date R6 Registered Investment Company | — | — | — | $597K | 3.0% | |
| Self-directed Brokerage Accounts CHARLES SCHWAB PCRA Self-directed Brokerage Account ** 49 Registered Investment Companies AmBcn Stphns Mid-Cap Gr R6 Registered Investment Company | — | — | — | $581K | 2.9% | |
| Vangrd Trgt Retire 2060 Fd Registered Investment Company | — | — | — | $475K | 2.4% | |
| American Funds 2035 T Date R6 Registered Investment Company | — | — | — | $446K | 2.2% | |
| American Funds 2030 T Date R6 Registered Investment Company | — | — | — | $434K | 2.2% | |
| DFA Emerging Markets Pt Ins Registered Investment Company | — | — | — | $409K | 2.0% | |
| American Funds 2040 T Date R6 Registered Investment Company | — | — | — | $385K | 1.9% | |
| Victory Sycmr Est Vl Fd R6 Registered Investment Company | — | — | — | $362K | 1.8% | |
| Vangrd Trgt Retire 2055 Fd Registered Investment Company | — | — | — | $355K | 1.8% | |
| Vangrd SmlCp Indx Fd Admiral Registered Investment Company | — | — | — | $294K | 1.5% | |
| ClrBrg SmCp Grw Fd IS Registered Investment Company | — | — | — | $293K | 1.5% | |
| American Funds Cap Inc Bld R6 Registered Investment Company | — | — | — | $268K | 1.3% | |
| Vangrd Mid-Cap Index Fund Adm Registered Investment Company | — | — | — | $258K | 1.3% | |
| MFS Intl Intrinsic Val Fnd R6 Registered Investment Company | — | — | — | $243K | 1.2% | |
| American Funds EuroPacific R6 Registered Investment Company | — | — | — | $239K | 1.2% | |
| American Funds 2060 T Date R6 Registered Investment Company | — | — | — | $209K | 1.0% | |
| Vangrd FTSE Social Ind Fd Adm Registered Investment Company | — | — | — | $206K | 1.0% | |
| American Funds 2050 T Date R6 Registered Investment Company | — | — | — | $191K | 1.0% | |
| Vangrd Trgt Retire 2020 Fd Registered Investment Company | — | — | — | $184K | 0.9% | |
| PIMCO Income Fund Ins Registered Investment Company | — | — | — | $179K | 0.9% | |
| American Funds Fdmntl Inv R6 Registered Investment Company | — | — | — | $164K | 0.8% | |
| Fully Benefit-Responsive Investment Contract * Voya Fixed Account Fully Benefit-Responsive Investment Contract | — | — | — | $160K | 0.8% | |
| American Funds 2045 T Date R6 Registered Investment Company | — | — | — | $143K | 0.7% | |
| Vangrd Trgt Retire 2030 Fd Registered Investment Company | — | — | — | $130K | 0.6% | |
| DFA Real Estate Secs Port Ins Registered Investment Company | — | — | — | $126K | 0.6% | |
| Vangrd Int-Trm Bd Indx Fd Adm Registered Investment Company | — | — | — | $120K | 0.6% | |
| PIMCO CmdtyRlRtn Strat Fnd Ins Registered Investment Company | — | — | — | $72K | 0.4% | |
| BrandywineGLOBAL Glb Opp Bd IS Registered Investment Company | — | — | — | $64K | 0.3% | |
| Voya Intermediate Bond Fund R6 Registered Investment Company | — | — | — | $42K | 0.2% | |
| American Funds 2065 T Date R6 Registered Investment Company | — | — | — | $36K | 0.2% | |
| PIMCO Real Return Fund Ins Registered Investment Company | — | — | — | $32K | 0.2% | |
| Participant Loans Interest rates at (6.00% ~ 10.50%) $0 | — | — | — | $27K | 0.1% | |
| DFA US Targeted Vl Port Ins Registered Investment Company | — | — | — | $20K | 0.1% | |
| Interest-bearing Cash * Voya Gv Mny Mkt F A (Hld Acct) Interest-bearing Cash | — | — | — | $19K | <0.1% | |
| Vangrd Trgt Retire 2065 Fd Registered Investment Company | — | — | — | $10K | <0.1% |
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