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Original filing (PDF)20251013132654NAL0002048160001
TRANSYSTEMS CORPORATION
Form 5500
FILING_RECEIVED
TRANSYSTEMS CORPORATION 401(K) PLAN
401(k) retirement plan
Signals · 3
45% in single holding~176605 bps in Sched C feesNo recordkeeper disclosed
Active participants
115
Accounts w/ balance
0
Plan assets (EOY)
$25K
Net assets (EOY)
$25K
How this plan invests
This plan
3 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
85
/ 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
77
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "American Funds 2040 Target Date Retirement Fund Mutual Fund" is 45% of plan.
- 176605 bps in Schedule C fees — 111676% above peer band of 158 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TRANSYSTEMS CORPORATION.
Plan sponsor
Name
TRANSYSTEMS CORPORATION
EIN
43-0839725
Address
2400 EAST PERSHING ROAD · SUITE 400 · KANSAS CITY, MO · 641082526
Phone
(816) 329-8700
Industry
Engineering Services· Professional & Technical Servicessee 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
2025-10-13
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
STAMBAUGH NESS, INC.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES INC | 13-2638166 | — | INVESTMENT ADVISORY | $111K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $304K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STAMBAUGH NESS | 23-2846715 | — | ACCOUNTANT | $33K | — |
Investments
3 direct securities· $46K(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds 2040 Target Date Retirement Fund Mutual Fund | — | — | — | $21K | 82.2% | |
| (E) | — | — | — | $21K | 82.2% | |
| Participant loans Interest rate - 4.25% | — | — | — | $5K | 17.8% |
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