Original filing (PDF)20251015094407NAL0008576738001

THE RETIREMENT PLAN COMPANY, LLC

Name: THE RETIREMENT PLAN COMPANY, LLC — TOTAL PEP SOLUTIONS, Form 5500 (2024)
Creator: THE RETIREMENT PLAN COMPANY, LLC

Form 5500

FILING_RECEIVED

TOTAL PEP SOLUTIONS

401(k) retirement plan

Signals · 2

32% in single holdingNo recordkeeper disclosed

Active participants

1,610

Accounts w/ balance

561

Plan assets (EOY)

$62.4M

Net assets (EOY)

$62.4M

How this plan invests

This plan

24 pooled trusts

Schedule D

21 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)

/ 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

Total plan cost

100

Vendor stack

Participation health

Knocking points off

Top holding "[DFE: MYCOMPASS INDEX MODERATE 2035 FUND (extraction pending)]" is 32% of plan.
No recordkeeper disclosed on Schedule C.
Only 35% as many balances as active participants — suggests many active employees aren't deferring.

Helping the score

Below-peer total fees (4 bps vs 16 bps peer median).

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE RETIREMENT PLAN COMPANY, LLC.

Plan sponsor

Name

THE RETIREMENT PLAN COMPANY, LLC

EIN

38-3712991

Address

5200 MARYLAND WAY · SUITE 310 · BRENTWOOD, TN · 72712

Phone

(615) 310-4166

Industry

Admin Support & Waste Mgmtsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

101

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-15

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2W · Pooled employer plan (PEP)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

LBMC, PC

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

3 rows

Broker

Name	EIN	Location	Relation	Direct comp	Indirect comp
PURSHE KAPLAN STERLING INVESTMENTS	—	ALBANY, NY	BROKER/DEALER	$0	—

Other

Name	EIN	Location	Relation	Direct comp	Indirect comp
OCTAVIA WEALTH ADVISORS	84-5016689	—	SERVICE PROVIDER	$27K	—
VOYA RETIREMENT INSURANCE AND ANNUI	71-0294708	—	SERVICE PROVIDER	$730	—

Investments

2 direct securities · 24 pooled funds· $51.3M(82% 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

$41.4M

24 holdings

Uncategorized

$9.9M

2 holdings

Investment	Type	Shares / units	Cost	Current value	% of plan
MYCOMPASS IND MOD 2035 FD R WILMINGTON TRUST NA · EIN 38-4097333 / PN 479	Common Collective Trust	—	—	$13.3M	21.4%
[DFE: MYCOMPASS INDEX MODERATE RETIREMENT FUND (extraction pending)]	—	—	—	$9.5M	15.3%
MY COMPASS IND MOD RET FUND WILMINGTON TRUST FUNDS · EIN 38-4097331 / PN 477	Common Collective Trust	—	—	$9.5M	15.3%
MYCOMPASS IND MOD 2055 WILMINGTON TRUST · EIN 38-4097335 / PN 481	Common Collective Trust	—	—	$5.3M	8.4%
MYCOMPASS IND MOD 2045 WILMINGTON TRUST FUNDS · EIN 38-4097334 / PN 480	Common Collective Trust	—	—	$5.2M	8.3%
LARGE CAP VALUE FUND R1 WILMINGTON TRUST NA · EIN 38-4065329 / PN 426	Common Collective Trust	—	—	$2.2M	3.5%
INTERNATIONAL GROWTH FND II R1 WILMINGTON TRUST · EIN 38-4139842 / PN 619	Common Collective Trust	—	—	$1.4M	2.2%
MYCOMPASS IND AGG 2045 FD R WILMINGTON TRUST NA · EIN 38-4097329 / PN 475	Common Collective Trust	—	—	$649K	1.0%
MID CAP GROWTH FUND R1 WILMINGTON TRUST FUNDS · EIN 38-4126247 / PN 549	Common Collective Trust	—	—	$608K	1.0%
MYCOMPASS IND AGG 2055 FD R WILMINGTON TRUST NA · EIN 38-4097330 / PN 476	Common Collective Trust	—	—	$539K	0.9%
MID CAP VALUE FUND R1 WILMINGTON TRUST FUNDS · EIN 38-4139852 / PN 630	Common Collective Trust	—	—	$533K	0.9%
SMALL CAP VALUE III WILMINGTON TRUST FUNDS · EIN 38-7289846 / PN 001	Common Collective Trust	—	—	$454K	0.7%
[DFE: MYCOMPASS INDEX AGGRESSIVE RETIREMENT FUND (extraction pending)]	—	—	—	$402K	0.6%
MYCOMPASS IND AGG RET FD R WILMINGTON TRUST NA · EIN 38-4097326 / PN 472	Common Collective Trust	—	—	$402K	0.6%
MYCOMPASS IND MOD 2065 WILMINGTON TRUST FUNDS · EIN 38-7271385 / PN 766	Common Collective Trust	—	—	$382K	0.6%
MYCOMPASS IND AGG 2035 FD R WILMINGTON TRUST NA · EIN 38-4097328 / PN 474	Common Collective Trust	—	—	$324K	0.5%
MYCOMPASS IND AGG 2065 FD R WILMINGTON TRUST NA · EIN 38-7271385 / PN 466	Common Collective Trust	—	—	$264K	0.4%
MYCOMPASS IND CNS RET FD R WILMINGTON TRUST NA · EIN 38-4097337 / PN 490	Common Collective Trust	—	—	$153K	0.2%
CORE PLUS BOND FUND R1 WILMINGTON TRUST · EIN 38-7271377 / PN 758	Common Collective Trust	—	—	$144K	0.2%
MYCOMPASS IND CNS 2035 F R WILMINGTON TRUST NA · EIN 38-4097337 / PN 484	Common Collective Trust	—	—	$130K	0.2%
MYCOMPASS IND CNS 2045 F R WILMINGTON TRUST NA · EIN 38-4097339 / PN 485	Common Collective Trust	—	—	$25K	<0.1%
MYCOMPASS IND CNS 2055 F R WILMINGTON TRUST NA · EIN 38-4097337 / PN 486	Common Collective Trust	—	—	$9K	<0.1%
MYCOMPASS IND CNS 2065 FD R WILMINGTON TRUST NA · EIN 38-4097337 / PN 487	Common Collective Trust	—	—	$3K	<0.1%
MYCOMPASS IND AGG 2025 FD R WILMINGTON TRUST NA · EIN 38-4097327 / PN 473	Common Collective Trust	—	—	$0	<0.1%
MYCOMPASS IND CNS 2025 F R WILMINGTON TRUST NA · EIN 38-4097337 / PN 483	Common Collective Trust	—	—	$0	<0.1%
MYCOMPASS IND MOD 2025 FD R WILMINGTON TRUST NA · EIN 38-4097332 / PN 478	Common Collective Trust	—	—	$0	<0.1%