Back to filter
Original filing (PDF)20251007050626NAL0004357761001
TAMPA MICROWAVE, LLC
Form 5500
FILING_RECEIVED
TAMPA MICROWAVE 401(K) PLAN
401(k) retirement plan
Active participants
102
Accounts w/ balance
118
Plan assets (EOY)
$7.4M
Net assets (EOY)
$7.4M
How this plan invests
This plan
1 pooled trust
Schedule D
24 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
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TAMPA MICROWAVE, LLC.
Plan sponsor
Name
TAMPA MICROWAVE, LLC
EIN
45-4182446
Address
16255 BAY VISTA DR · STE 100 · CLEARWATER, FL · 33760
Phone
(727) 551-4834
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
2025-10-07
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)
Audit & trust (Schedule H)
Auditor
FORVIS MAZARS LLP
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 | $3K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| USI SECURITIES, INC. | 06-1493970 | — | INVESTMENT/FINANCIAL ADVI | $27K | — |
Investments
23 direct securities · 1 pooled fund· $7.3M(99% 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
$7.0M
23 holdings
Common Collective Trust
$233K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| BLACKROCK LIFEPATH RET K | Registered Investment Companies | — | — | $1.2M | 16.1% | |
| VANGUARD 500 INDEX FUND - ADM | Registered Investment Companies | — | — | $952K | 12.9% | |
| JPMORGAN LARGE CAP GROWTH R6 | Registered Investment Companies | — | — | $614K | 8.3% | |
| AMERICAN FUNDS WAMU - R6 | Registered Investment Companies | — | — | $606K | 8.2% | |
| WESTERN ASSET CORE BOND IS | Registered Investment Companies | — | — | $597K | 8.1% | |
| BLACKROCK LIFEPATH 2045 K | Registered Investment Companies | — | — | $479K | 6.5% | |
| MFS INTL DIVERSIFICATION R6 | Registered Investment Companies | — | — | $468K | 6.4% | |
| PIMCO INCOME FUND - INSTL | Registered Investment Companies | — | — | $337K | 4.6% | |
| MORLEY STABLE VALUE - 25 I PRINCIPAL GLOBAL INV TRUST · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $233K | 3.2% | |
| BLACKROCK LIFEPATH 2030 K | Registered Investment Companies | — | — | $232K | 3.2% | |
| BLACKROCK LIFEPATH 2055 K | Registered Investment Companies | — | — | $228K | 3.1% | |
| VANGUARD TOT INTL STK IND ADM | Registered Investment Companies | — | — | $211K | 2.9% | |
| UNDISC MGRS BEHAVIORAL VAL R6 | Registered Investment Companies | — | — | $153K | 2.1% | |
| BLACKROCK MIDCAP GROWTH EQ K | Registered Investment Companies | — | — | $139K | 1.9% | |
| MFS MID CAP VALUE FUND - R6 | Registered Investment Companies | — | — | $126K | 1.7% | |
| BLACKROCK LIFEPATH 2040 K | Registered Investment Companies | — | — | $123K | 1.7% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $114K | 1.5% | |
| BLACKROCK LIFEPATH 2050 K | Registered Investment Companies | — | — | $110K | 1.5% | |
| VANGUARD EXPLORER ADMIN | Registered Investment Companies | — | — | $108K | 1.5% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $105K | 1.4% | |
| BLACKROCK LIFEPATH 2065 K | Registered Investment Companies | — | — | $52K | 0.7% | |
| BLACKROCK LPD 2060 K | Registered Investment Companies | — | — | $50K | 0.7% | |
| BLACKROCK LIFEPATH 2035 K | Registered Investment Companies | — | — | $34K | 0.5% | |
| COHEN & STEERS REAL EST SEC Z | Registered Investment Companies | — | — | $11K | 0.1% |