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Original filing (PDF)20251014140707NAL0003114977001
TOMPKINS PRODUCTS INC.
Form 5500
FILING_RECEIVED
TOMPKINS 401(K) PLAN
401(k) retirement plan
Signals · 2
~122 bps in Sched C feesNo recordkeeper disclosed
Active participants
205
Accounts w/ balance
111
Plan assets (EOY)
$2.1M
Net assets (EOY)
$2.1M
How this plan invests
This plan
23 pooled trusts
Schedule D
18 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
86
/ 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
80
Participation health
80
Knocking points off
- 122 bps in Schedule C fees — 134% above peer band of 52 bps.
- No recordkeeper disclosed on Schedule C.
- 54% balance-to-active ratio — below typical for a healthy 401(k).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TOMPKINS PRODUCTS INC..
Plan sponsor
Name
TOMPKINS PRODUCTS INC.
EIN
38-2323649
Address
1040 W GRAND BLVD · DETROIT, MI · 482082337
Phone
(313) 894-2222
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
2025-10-14
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)
Audit & trust (Schedule H)
Auditor
PLANTE & MORAN, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILSHIRE ADVISORS LLC | 95-2755361 | — | INVESTMENT ADVISORY | $0 | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $26K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL SECURITIES INC | 42-0941553 | — | OTHER SERVICES | $0 | — |
Investments
1 direct security · 23 pooled funds· $2.1M(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.
Common Collective Trust
$2.1M
13 holdings
Pooled Separate Account
$16K
10 holdings
Uncategorized
$3K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| PRIN LIFETIME HY 2025 CIT Z105 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $364K | 17.3% | |
| PRIN LIFETIME HY 2035 CIT Z105 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $306K | 14.5% | |
| PRIN LIFETIME HY 2020 CIT Z105 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $301K | 14.3% | |
| PRIN LIFETIME HY 2045 CIT Z105 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $287K | 13.7% | |
| PRIN LIFETIME HY 2040 CIT Z105 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $216K | 10.3% | |
| PRIN LIFETIME HY 2015 CIT Z105 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $144K | 6.9% | |
| PRIN LIFETIME HY INC CIT Z105 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $143K | 6.8% | |
| PRIN LIFETIME HY 2055 CIT Z105 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $110K | 5.2% | |
| PRIN LIFETIME HY 2030 CIT Z105 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $90K | 4.3% | |
| PRIN LIFETIME HY 2050 CIT Z105 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $88K | 4.2% | |
| PRINCIPAL STABLE VALUE SGNTURE PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $30K | 1.4% | |
| PRIN LGCAP S&P 500 INDEX SA-R2 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $5K | 0.2% | |
| PRIN LIFETIME HY 2065 CIT Z105 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $4K | 0.2% | |
| PRIN SMCAP S&P 600 INDEX SA-R2 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $3K | 0.2% | |
| Principal Diversified International | — | — | — | $3K | 0.1% | |
| PRIN DIVERSIFIED INTL SA-R2 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 015 | Pooled Separate Account | — | — | $3K | 0.1% | |
| PRIN LIFETIME HY 2060 CIT Z105 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $2K | <0.1% | |
| PRIN MIDCAP VALUE I SA-R2 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 043 | Pooled Separate Account | — | — | $2K | <0.1% | |
| PRIN HIGH INCOME SEP ACCT-R2 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 101 | Pooled Separate Account | — | — | $1K | <0.1% | |
| PRIN LARGECAP GROWTH I SA-R2 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 066 | Pooled Separate Account | — | — | $396 | <0.1% | |
| PRIN SMALLCAP GROWTH I SA-R2 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 070 | Pooled Separate Account | — | — | $386 | <0.1% | |
| PRIN MIDCAP S&P 400 IDX SA-R2 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $380 | <0.1% | |
| PRIN SMALLCAP VALUE II SA-R2 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 096 | Pooled Separate Account | — | — | $374 | <0.1% | |
| PRIN INTL SMALLCAP SEP ACCT-R2 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 014 | Pooled Separate Account | — | — | $357 | <0.1% |
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