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Original filing (PDF)20251015182720NAL0010733458001
TAHER, INC.
Form 5500
FILING_RECEIVED
TAHER, INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
26% in single holding
Active participants
1,800
Accounts w/ balance
692
Plan assets (EOY)
$15.0M
Net assets (EOY)
$15.0M
How this plan invests
This plan
1 pooled trust
Schedule D
26 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
87
Total plan cost
100
Vendor stack
100
Participation health
65
Knocking points off
- Top holding "HARTFORD CORE EQUITY R4" is 26% of plan.
- Only 38% as many balances as active participants — suggests many active employees aren't deferring.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TAHER, INC..
Plan sponsor
Name
TAHER, INC.
EIN
41-1401690
Address
5570 SMETANA DRIVE · MINNETONKA, MN · 55343
Phone
(763) 452-7343
Industry
Accommodation & Food 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
2025-10-15
Pension benefit codes
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)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
SMITH SCHAFER & ASSOCIATES LTD
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $11K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SIKICH CAPITAL MANAGEMENT, LLC | 36-3168081 | — | INVESTMENT/FINANCIAL ADVI | $27K | — |
Investments
25 direct securities · 1 pooled fund· $14.8M(98% 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.
Registered Investment Companies
$14.1M
25 holdings
Common Collective Trust
$666K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| HARTFORD CORE EQUITY R4 | Registered Investment Companies | — | — | $3.8M | 25.3% | |
| JANUS HENDERSON BALANCED - S | Registered Investment Companies | — | — | $1.4M | 9.1% | |
| JPMORGAN SMARTRET 2040 -A | Registered Investment Companies | — | — | $1.1M | 7.6% | |
| VICTORY RS GLOBAL FUND R6 | Registered Investment Companies | — | — | $1.1M | 7.2% | |
| JPMORGAN SMARTRET 2030 -A | Registered Investment Companies | — | — | $763K | 5.1% | |
| JPMORGAN SMARTRETIRE 2045 - A | Registered Investment Companies | — | — | $755K | 5.0% | |
| MET GG SV 25554 - M WILMINGTON TRUST RISC CIT · EIN 26-0142858 / PN 094 | Common Collective Trust | — | — | $666K | 4.4% | |
| VANGUARD 500 INDEX FUND - ADM | Registered Investment Companies | — | — | $658K | 4.4% | |
| PGIM TOTAL RETURN BOND - A | Registered Investment Companies | — | — | $640K | 4.3% | |
| JPMORGAN SMARTRETIRE 2035 - A | Registered Investment Companies | — | — | $514K | 3.4% | |
| JPMORGAN SMARTRETIRE 2025 - A | Registered Investment Companies | — | — | $424K | 2.8% | |
| JPMORGAN SMARTRETIRE 2050 - A | Registered Investment Companies | — | — | $396K | 2.6% | |
| JPMORGAN SMARTRETIRE 2055 - A | Registered Investment Companies | — | — | $353K | 2.4% | |
| VANGUARD WELLINGTON ADMIN | Registered Investment Companies | — | — | $304K | 2.0% | |
| FIDELITY OVERSEAS FUND K | Registered Investment Companies | — | — | $265K | 1.8% | |
| AMF MOD GRTH INC PORT R3 | Registered Investment Companies | — | — | $214K | 1.4% | |
| NEU LARGE CAP VALUE FUND - A | Registered Investment Companies | — | — | $214K | 1.4% | |
| JPMORGAN LRG CAP GWTH R4 | Registered Investment Companies | — | — | $197K | 1.3% | |
| CARILLON EAGLE MID CAP GR - A | Registered Investment Companies | — | — | $186K | 1.2% | |
| JPMORGAN SMARTRET INC -A | Registered Investment Companies | — | — | $174K | 1.2% | |
| AB SMALL CAP GROWTH A | Registered Investment Companies | — | — | $147K | 1.0% | |
| MACQUARIE SMALL CAP VALUE - A | Registered Investment Companies | — | — | $144K | 1.0% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $110K | 0.7% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $109K | 0.7% | |
| VICTORY ESTABLISHED VALUE A | Registered Investment Companies | — | — | $84K | 0.6% | |
| JPMORGAN SMARTRET 2020 -A | Registered Investment Companies | — | — | $66K | 0.4% |
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