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Original filing (PDF)20250911125127NAL0000318545001
TECOVAS, INC.
Form 5500
FILING_RECEIVED
TECOVAS 401(K) PLAN
401(k) retirement plan
Signals · 2
~86 bps in Sched C feesNo recordkeeper disclosed
Active participants
1,007
Accounts w/ balance
324
Plan assets (EOY)
$5.0M
Net assets (EOY)
$5.0M
How this plan invests
This plan
2 pooled trusts
Schedule D
28 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
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
80
Participation health
65
Knocking points off
- 86 bps in Schedule C fees — 65% above peer band of 52 bps.
- No recordkeeper disclosed on Schedule C.
- Only 32% 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 TECOVAS, INC..
Plan sponsor
Name
TECOVAS, INC.
EIN
47-2043243
Address
901 EAST 6TH ST., STE.300 · AUSTIN, TX · 78702
Phone
(512) 596-3663
Industry
Retail Tradesee 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
2025-09-11
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
PEGGY S. EDGE, CPA, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsBroker
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MMA SECURITIES LLC | 22-3570392 | — | BROKER/DEALER | $0 | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA RETIREMENT INSURANCE & ANNUITY | 71-0294708 | — | SERVICE PROVIDER | $43K | — |
Investments
24 direct securities · 2 pooled funds· $5.0M(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
$4.9M
24 holdings
Common Collective Trust
$84K
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vangrd Trgt Retire 2050 Fd Mutual fund | — | — | — | $1.1M | 23.1% | |
| Vangrd Trgt Retire 2055 Fd Mutual fund | — | — | — | $1.1M | 22.6% | |
| Vangrd Trgt Retire 2060 Fd Mutual fund | — | — | — | $1.1M | 21.2% | |
| Vangrd Trgt Retire 2045 Fd Mutual fund | — | — | — | $349K | 7.0% | |
| Fidelity 500 Index Fund Mutual fund | — | — | — | $291K | 5.8% | |
| Vangrd Trgt Retire 2065 Fd Mutual fund | — | — | — | $164K | 3.3% | |
| Fidelity Tot Intl Idx Fund Mutual fund | — | — | — | $150K | 3.0% | |
| Vangrd Trgt Retire 2040 Fd Mutual fund | — | — | — | $110K | 2.2% | |
| Fidelity Sm Cp Ind Fd Registered Investment Company | — | — | — | $75K | 1.5% | |
| LARGE CAP GROWTH FUND III - FEE CLA GREAT GRAY TRUST COMPANY, LLC · EIN 38-7275327 / PN 001 | Common Collective Trust | — | — | $74K | 1.5% | |
| Fidelity Mid Cap Idx Fd Mutual fund | — | — | — | $68K | 1.4% | |
| Vangrd Trgt Retire 2035 Fd Mutual fund | — | — | — | $62K | 1.3% | |
| MFS Intl Diversification Fd R3 Mutual fund | — | — | — | $61K | 1.2% | |
| JPMorgan Equity Income Fund R6 Mutual fund | — | — | — | $61K | 1.2% | |
| Fid US Bd Id Fd Mutual fund | — | — | — | $44K | 0.9% | |
| Fidelity Adv Foc Emr Mkts Fd Z Mutual fund | — | — | — | $33K | 0.7% | |
| Vangrd Trgt Retire 2030 Fd Mutual fund | — | — | — | $33K | 0.7% | |
| Allspg Spec MdCp Vl Fd A Mutual fund ** 39 Carillon Eagle Mid Cap Grw I Mutual fund | — | — | — | $19K | 0.4% | |
| PUTNAM STABLE VALUE FUND PUTNAM · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $11K | 0.2% | |
| Fidelity Small Cap Grw K6 Fnd Mutual fund | — | — | — | $10K | 0.2% | |
| Undiscoverd Mngrs Bhv Vl F R6 Mutual fund | — | — | — | $9K | 0.2% | |
| Vangrd Trgt Retire 2070 Fd Mutual fund | — | — | — | $7K | 0.1% | |
| Voya Gv Mny Mkt F A (Hld Acct) Mutual fund | — | — | — | $5K | <0.1% | |
| PIMCO Income Fund A Mutual fund | — | — | — | $4K | <0.1% | |
| Vangrd Trgt Retire 2025 Fd Mutual fund | — | — | — | $4K | <0.1% | |
| Fidelity Adv Ttl Bnd Fd Ins Mutual fund | — | — | — | $3K | <0.1% |
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