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Original filing (PDF)20250929143720NAL0005091315001
TAH OPERATIONS, LLC
Form 5500
FILING_RECEIVED
TRICON RESIDENTIAL 401(K) PLAN
401(k) retirement plan
Active participants
925
Accounts w/ balance
938
Plan assets (EOY)
$38.2M
Net assets (EOY)
$38.2M
How this plan invests
This plan
28 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
Helping the score
- Below-peer total fees (11 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TAH OPERATIONS, LLC.
Plan sponsor
Name
TAH OPERATIONS, LLC
EIN
47-1254912
Address
15771 RED HILL AVENUE SUITE 100 · TUSTIN, CA · 92780
Phone
(949) 359-0495
Industry
Real Estatesee 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
2025-09-29
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)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
WITHUMSMITH+BROWN
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INS CO OF AMERICA | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $17K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $25K | — |
Investments
28 direct securities· $38.2M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard 500 Index Admiral Fund | — | — | — | $5.1M | 13.5% | |
| Vanguard Target Retirement 2045 Fund | — | — | — | $4.8M | 12.6% | |
| Vanguard Target Retirement 2055 Fund | — | — | — | $3.9M | 10.1% | |
| Vanguard Target Retirement 2040 Fund | — | — | — | $3.7M | 9.7% | |
| Vanguard Target Retirement 2050 Fund | — | — | — | $3.4M | 8.9% | |
| Vanguard Target Retirement 2060 Fund | — | — | — | $3.4M | 8.8% | |
| Vanguard Target Retirement 2035 Fund | — | — | — | $2.6M | 6.9% | |
| Vanguard Target Retirement 2030 Fund | — | — | — | $2.5M | 6.6% | |
| Vanguard Developed Markets Index Admiral Fund | — | — | — | $1.2M | 3.2% | |
| Vanguard Target Retirement 2025 Fund | — | — | — | $1.0M | 2.7% | |
| MFS Growth Fund | — | — | — | $927K | 2.4% | |
| Vanguard Mid Cap Index Fund Admiral Fund | — | — | — | $799K | 2.1% | |
| Vanguard Small Cap Index Admiral Fund | — | — | — | $765K | 2.0% | |
| Vanguard Total Bond Market Index Admiral Fund | — | — | — | $709K | 1.9% | |
| Vanguard Target Retirement 2020 Fund | — | — | — | $516K | 1.4% | |
| BlackRock Mid - Cap Growth Equity Fund | — | — | — | $376K | 1.0% | |
| American Funds New World Fund | — | — | — | $366K | 1.0% | |
| MFS International Diversification | — | — | — | $330K | 0.9% | |
| Vanguard Small Cap Value Index Admiral Fund | — | — | — | $321K | 0.8% | |
| Columbia Dividend Income Fund | — | — | — | $239K | 0.6% | |
| Pimco Income Institutional Fund | — | — | — | $236K | 0.6% | |
| Empower Key Guaranteed Portfolio Fund | — | — | — | $227K | 0.6% | |
| MFS Mid Cap Value Fund | — | — | — | $183K | 0.5% | |
| ClearBridge Small Cap Growth Fund | — | — | — | $160K | 0.4% | |
| Cohen & Steers Real Estate Securities Fund | — | — | — | $143K | 0.4% | |
| JP Morgan Core Plus Bond Fund | — | — | — | $89K | 0.2% | |
| BlackRock Inflation Protected Bond Fund | — | — | — | $70K | 0.2% | |
| Vanguard Target Retirement Income Fund | — | — | — | $23K | <0.1% |
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