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Original filing (PDF)20250926143958NAL0009500065001
TOSCA SERVICES, LLC D/B/A TOSCA, LTD.
Form 5500
FILING_RECEIVED
TOSCA, LTD. RETIREMENT SAVINGS PLAN
401(k) retirement plan
Signals · 1
70% in single holding
Active participants
798
Accounts w/ balance
545
Plan assets (EOY)
$26.6M
Net assets (EOY)
$26.6M
How this plan invests
This plan
2 pooled trusts
Schedule D
2 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
92
/ 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
75
Total plan cost
100
Vendor stack
100
Participation health
80
Knocking points off
- Top holding "[DFE: HARBOR CAPITAL APPRECIATION CIT (extraction pending)]" is 70% of plan.
- 68% balance-to-active ratio — below typical for a healthy 401(k).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TOSCA SERVICES, LLC D/B/A TOSCA, LTD..
Plan sponsor
Name
TOSCA SERVICES, LLC D/B/A TOSCA, LTD.
DBA
TOSCA, LTD.
EIN
39-0961783
Address
1175 PEACHTREE STREET NE · SUITE 1900 · ATLANTA, GA · 30361
Phone
(920) 617-4000
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-26
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
WIPFLI LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PENSION INC. | — | GREEN BAY, WI | TPA/RECORDKEEPER | $54K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY | — | GREEN BAY, WI | INVESTMENT ADVISOR | $37K | — |
Investments
2 pooled funds· $2.3M(9% 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.
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| HARBOR CAPITAL APPRECIATION CIT HARBOR TRUST COMPANY, INC. · EIN 84-4022934 / PN 001 | Common Collective Trust | — | — | $1.6M | 5.9% | |
| PUTNAM STABLE VALUE FUND PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-2777224 / PN 001 | Common Collective Trust | — | — | $688K | 2.6% |
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