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Original filing (PDF)20251002133925NAL0001319906001
TEAM INDUSTRIES HOLDING CORPORATION
Form 5500
FILING_RECEIVED
TEAM INDUSTRIES 401(K) PLAN
401(k) retirement plan
Active participants
951
Accounts w/ balance
1,130
Plan assets (EOY)
$102.3M
Net assets (EOY)
$102.3M
How this plan invests
This plan
5 pooled trusts
Schedule D
34 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
100
Participation health
100
Knocking points off
- 20 bps in Schedule C fees — 98% above peer band of 10 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TEAM INDUSTRIES HOLDING CORPORATION.
Plan sponsor
Name
TEAM INDUSTRIES HOLDING CORPORATION
EIN
41-1760698
Address
105 PARK AVE NW · BAGLEY, MN · 56621
Phone
(218) 694-3550
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
2025-10-02
Pension benefit codes
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
2R · Participant-directed brokerage (SDBA)
2S · Automatic enrollment
Audit & trust (Schedule H)
Auditor
REDPATH AND COMPANY, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORDKEEPER | $130K | — |
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $19K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRIME CAPITAL INVESTMENT ADVISORS | 82-1364595 | — | CONSULTANT | $54K | — |
Broker
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONAL FINANCIAL SERVICES | 04-3523567 | — | SECURITIES BROKER | $0 | — |
Investments
34 direct securities · 5 pooled funds· $102.3M(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
$102.3M
34 holdings
Common Collective Trust
$0
5 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2040 fund Mutual Fund | — | — | — | $14.4M | 14.1% | |
| Vanguard Target Retirement 2035 fund Mutual Fund | — | — | — | $13.6M | 13.3% | |
| Vanguard Target Retirement 2030 fund Mutual Fund | — | — | — | $13.0M | 12.7% | |
| Vanguard Target Retirement 2025 fund Mutual Fund | — | — | — | $8.3M | 8.2% | |
| Vanguard Target Retirement 2045 fund Mutual Fund | — | — | — | $7.6M | 7.4% | |
| Vanguard 500 Index Admiral Mutual Fund | — | — | — | $5.4M | 5.3% | |
| MGL Large Cap Growth Y Mutual Fund | — | — | — | $4.3M | 4.2% | |
| Vanguard Target Retirement 2050 fund Mutual Fund | — | — | — | $4.3M | 4.2% | |
| T Rowe Price Retirement 2050 Fund I Class Mutual Fund 547 Vanguard Cash Reserves Federal Money Market Fund Admiral Shares Money Market Fund | — | — | — | $3.5M | 3.4% | |
| Vanguard Target Retirement 2055 fund Mutual Fund | — | — | — | $3.1M | 3.1% | |
| Loans to Participants Interest rates at 4.25%-9.50% | — | — | — | $2.9M | 2.9% | |
| Putnam Large Cap Value Fund Class A Mutual Fund | — | — | — | $2.7M | 2.6% | |
| T Rowe Price Diversified Mid Cap Growth Fund I Class Mutual Fund | — | — | — | $2.3M | 2.2% | |
| Fidelity International Growth Fund Mutual Fund | — | — | — | $2.2M | 2.2% | |
| Vanguard Target Retirement 2060 fund Mutual Fund | — | — | — | $2.1M | 2.1% | |
| Fidelity Mid Cap Index Fund Mutual Fund | — | — | — | $1.5M | 1.5% | |
| Dodge & Cox Income Fund Class X Mutual Fund | — | — | — | $1.5M | 1.5% | |
| Putnam Small Cap Growth Fund Class A Mutual Fund | — | — | — | $1.5M | 1.4% | |
| Vanguard Target Retirement 2020 fund Mutual Fund | — | — | — | $1.4M | 1.3% | |
| Vanguard Small Cap Index Adm Mutual Fund | — | — | — | $1.3M | 1.3% | |
| Vanguard Target Retirement 2065 fund Mutual Fund | — | — | — | $1.1M | 1.0% | |
| Participant - Directed Brokerage Accounts Brokerage Accounts | — | — | — | $909K | 0.9% | |
| Fidelity Small Cap Value Fund Mutual Fund | — | — | — | $770K | 0.8% | |
| Victory Short Term Bond Fund R6 Shares Mutual Fund | — | — | — | $707K | 0.7% | |
| Vanguard Target Retirement Income Fund Mutual Fund | — | — | — | $675K | 0.7% | |
| MFS Mid Cap Value Fund Class R3 Mutual Fund | — | — | — | $540K | 0.5% | |
| T Rowe Price Retirement 2030 Fund I Class Mutual Fund | — | — | — | $290K | 0.3% | |
| T Rowe Price Retirement 2025 Fund I Class Mutual Fund | — | — | — | $125K | 0.1% | |
| Vanguard Target Retirement 2070 fund Mutual Fund | — | — | — | $108K | 0.1% | |
| Fidelity International Index Fund Mutual Fund | — | — | — | $47K | <0.1% | |
| T Rowe Price Retirement 2035 Fund I Class Mutual Fund | — | — | — | $38K | <0.1% | |
| T Rowe Price Retirement 2045 Fund I Class Mutual Fund | — | — | — | $35K | <0.1% | |
| T Rowe Price Retirement 2040 Fund I Class Mutual Fund | — | — | — | $30K | <0.1% | |
| Fidelity US Bond Indiex Fund Mutual Fund | — | — | — | $24K | <0.1% | |
| MANAGED ACCOUNT FIT AGGRESSIVE C FIDUCIARY INVESTMENT TRUST · EIN 47-6646422 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| MANAGED ACCOUNT FIT BALANCED C FIDUCIARY INVESTMENT TRUST · EIN 47-6652256 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| MANAGED ACCOUNT FIT CONSERVATIVE C FIDUCIARY INVESTMENT TRUST · EIN 47-6658632 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| MANAGED ACCOUNT FIT GR C FIDUCIARY INVESTMENT TRUST · EIN 47-6649174 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| MANAGED ACCT FIT MOD CNSRV C FIDUCIARY INVESTMENT TRUST · EIN 47-6655437 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |