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Original filing (PDF)20251024094516NAL0002182401001
TOTAL ADMINISTRATIVE SERVICES CORPORATION
Form 5500
FILING_RECEIVED
TASC 401(K) PLAN
401(k) retirement plan
Active participants
687
Accounts w/ balance
918
Plan assets (EOY)
$72.5M
Net assets (EOY)
$72.5M
How this plan invests
This plan
1 pooled trust
Schedule D
48 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 (9 bps vs 16 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TOTAL ADMINISTRATIVE SERVICES CORPORATION.
Plan sponsor
Name
TOTAL ADMINISTRATIVE SERVICES CORPORATION
EIN
39-0557640
Address
2302 INTERNATIONAL LANE · MADISON, WI · 53704
Phone
(608) 241-1900
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
2025-10-24
Pension benefit codes
3H · Sponsor in controlled / affiliated group
3D · Pre-approved plan (master / prototype / VS)
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)
2S · Automatic enrollment
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 | $12K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES INC | 13-2638166 | — | ADVISOR | $39K | — |
Accountant / Auditor
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BAKER TILLY US, LLC | 39-0859910 | — | ACCOUNTANT/AUDITOR | $11K | — |
| BAKER TILLY US, LLP | 30-1413443 | — | ACCOUNTANT/AUDITOR | $5K | — |
Investments
47 direct securities · 1 pooled fund· $72.5M(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
$69.3M
45 holdings
Mutual Funds
$1.4M
1 holding
OTHER
$913K
1 holding
Common Collective Trust
$853K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| T. Rowe Price Retirement 2035 N/R | — | — | — | $10.6M | 14.6% | |
| T. Rowe Price Retirement 2045 N/R | — | — | — | $7.3M | 10.1% | |
| T. Rowe Price Retirement 2040 N/R | — | — | — | $7.3M | 10.1% | |
| T. Rowe Price Retirement 2030 N/R | — | — | — | $7.0M | 9.7% | |
| T. Rowe Price Retirement 2050 N/R | — | — | — | $5.5M | 7.6% | |
| T. Rowe Price Retirement 2055 N/R | — | — | — | $4.9M | 6.7% | |
| Fidelity 500 Index N/R | — | — | — | $4.8M | 6.6% | |
| T. Rowe Price Blue Chip Growth I N/R | — | — | — | $3.2M | 4.4% | |
| T. Rowe Price Retirement 2025 N/R | — | — | — | $2.1M | 2.9% | |
| T. Rowe Price Retirement 2005 N/R | — | — | — | $1.8M | 2.5% | |
| AB Large Cap Growth Z N/R | Mutual Funds | — | — | $1.4M | 1.9% | |
| T. Rowe Price Retirement 2060 N/R | — | — | — | $1.3M | 1.8% | |
| Columbia Dividend Income N/R | — | — | — | $1.3M | 1.7% | |
| MassMutual Mid Cap Growth I N/R | — | — | — | $1.1M | 1.6% | |
| * Participant Loans Interest rates: 4.25% to 9.50% $0 | OTHER | — | — | $913K | 1.3% | |
| T. Rowe Price Retirement 2020 N/R | — | — | — | $885K | 1.2% | |
| FA STABLE VALUE I FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 026 | Common Collective Trust | — | — | $853K | 1.2% | |
| Allspring Special Mid Cap Value R6 N/R | — | — | — | $769K | 1.1% | |
| Hartford Core Equity R6 N/R | — | — | — | $751K | 1.0% | |
| T. Rowe Price Retirement 2015 N/R | — | — | — | $708K | 1.0% | |
| PGIM Emerging Markets Equal N/R | — | — | — | $707K | 1.0% | |
| Fidelity Small Cap Value Z N/R | — | — | — | $684K | 0.9% | |
| Fidelity Total Market Index N/R | — | — | — | $657K | 0.9% | |
| PIMCO Income Institutional N/R | — | — | — | $500K | 0.7% | |
| Fidelity Small Cap Index N/R | — | — | — | $450K | 0.6% | |
| Opportunity R6 PGIM High Yield R6 N/R | — | — | — | $438K | 0.6% | |
| Fidelity Global Ex U.S. Index N/R | — | — | — | $408K | 0.6% | |
| Fidelity Total Bund Fund Z N/R | — | — | — | $380K | 0.5% | |
| Money Market Fund Gabelli U.S. Treasury Money Market | — | — | — | $348K | 0.5% | |
| Fidelity Extended Market Index N/R | — | — | — | $322K | 0.4% | |
| MFS International Diversification R6 N/R | — | — | — | $319K | 0.4% | |
| Columbia Small Cap Growth N/R | — | — | — | $305K | 0.4% | |
| JPMorgan U.S. Research Enhanced Equity R6 N/R | — | — | — | $302K | 0.4% | |
| Wasatch Small Cap Value N/R | — | — | — | $298K | 0.4% | |
| Fidelity Mid Cap Index N/R | — | — | — | $264K | 0.4% | |
| Mainstay Income Builder N/R | — | — | — | $257K | 0.4% | |
| Delaware Ivy Balanced R6 N/R | — | — | — | $227K | 0.3% | |
| Fidelity Real Estate Index N/R | — | — | — | $218K | 0.3% | |
| PIF Mid Cap S&P 400 Index N/R | — | — | — | $166K | 0.2% | |
| T. Rowe Price Retirement 2010 N/R | — | — | — | $164K | 0.2% | |
| Hartford International Opportunities R6 N/R | — | — | — | $160K | 0.2% | |
| Columbia International Income N/R | — | — | — | $149K | 0.2% | |
| Fidelity Short-Term Treasury Bond Index N/R | — | — | — | $110K | 0.2% | |
| Fidelity Inflation Protected Bond Index N/R | — | — | — | $85K | 0.1% | |
| Fidelity Intermediate Treasury Bond Index N/R | — | — | — | $65K | <0.1% | |
| Fidelity U.S. Bond Index N/R | — | — | — | $64K | <0.1% | |
| Metropolitan West Unconstrained Bond N/R | — | — | — | $49K | <0.1% | |
| Fidelity Long Term Treasury Bond Index N/R | — | — | — | $5K | <0.1% |
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