How big is Tuckahoe Holdings, LLC's plan?

Tuckahoe Holdings, LLC's plan reported $33.9M in assets and 2,291 participants for 2024.

Original filing (PDF)20251023144014NAL0002167969001

Tuckahoe Holdings, LLC

Name: Tuckahoe Holdings, LLC — Tuckahoe Holdings 401(k), Form 5500 (2024)
Creator: Tuckahoe Holdings, LLC
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Tuckahoe Holdings 401(k) Plan

401(k) retirement plan · Tuckahoe Holdings, LLC's Tuckahoe Holdings 401(k) Plan held $33.9M in plan assets for 2,291 participants in 2024, with Ascensus as recordkeeper.

Signals · 1

Late participant contributions

Active participants

2,291

Accounts w/ balance

866

Plan assets (EOY)

$33.9M

Net assets (EOY)

$33.9M

People on this filing

Jessica Smith signed Tuckahoe Holdings, LLC's 2024 Form 5500 as plan administrator.

Jessica Smith — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Tuckahoe Holdings, LLC's EIN is 47-3268511.

EIN 47-3268511

Plan number 001

Plan year 2024

ACK ID 20251023144014NAL0002167969001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Tuckahoe Holdings, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Tuckahoe Holdings, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for TUCKAHOE HOLDINGS, LLC.

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How this plan invests

This plan

25 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Average plan with room to improve

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 398K (2% of contributions).
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (3rd percentile).

Plan sponsor

Name

TUCKAHOE HOLDINGS, LLC

EIN

all filings

Address

5008 MONUMENT AVENUE · RICHMOND, VA · 23230

Phone

(804) 729-3349

Industry

Management of Companies / Holdings

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

2025-10-23

Pension benefit codes

2E · Profit-sharing

3D · Pre-approved plan (master / prototype / VS)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

3F · Sponsor used leased employees

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
ASCENSUS LLC	11-3665754	—	NONE	$95K	—

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
ONE DIGITAL INVESTMENT ADV.	43-1451524	—	NONE	$32K	—

Investments

25 direct securities· $33.9M(100% of reported assets)

Other securities

$28.2M

11 holdings

Mutual Funds

$2.4M

10 holdings

Common Collective Trusts

$1.7M

1 holding

Participant loans

$797K

1 holding

Common Stocks

$441K

1 holding

Cash / Money Market

$363K

1 holding

					% of plan
BlackRock LifePath Index 2030 K BlackRock 0	Other securities	—	—	$5.4M	15.8%
BlackRock LifePath Index 2040 K BlackRock 0	Other securities	—	—	$4.7M	13.8%
BlackRock LifePath Index 2050 K BlackRock 0	Other securities	—	—	$3.3M	9.8%
BlackRock LifePath Index 2045 K BlackRock 0	Other securities	—	—	$3.0M	8.8%
BlackRock LifePath Index 2035 K BlackRock 0	Other securities	—	—	$2.7M	8.1%
BlackRock Lifepath Index Retire K BlackRock 0	Other securities	—	—	$2.5M	7.4%
BlackRock LifePath Index 2055 K BlackRock 0	Other securities	—	—	$2.4M	6.9%
BlackRock LifePath Index 2060 K BlackRock 0	Other securities	—	—	$2.2M	6.4%
Vanguard 500 Index Adm Vanguard 0	Common Collective Trusts	—	—	$1.7M	5.1%
American Century Growth R6 American Century 0	Other securities	—	—	$1.5M	4.4%
Various Rates and Maturities Participant's Loan Account 0	Participant loans	—	—	$797K	2.3%
Fidelity Mid Cap Index Fidelity 0	Mutual Funds	—	—	$671K	2.0%
Contribution Account Ascensus Trust Company 0	Common Stocks	—	—	$441K	1.3%
Macquarie Mid Cap Growth R6 Macquarie 0	Other securities	—	—	$437K	1.3%
Fidelity Small Cap Index Fidelity 0	Mutual Funds	—	—	$429K	1.3%
Vanguard Equity Income Adm Vanguard 0	Mutual Funds	—	—	$366K	1.1%
BlackRock Liquidity Funds FedFund Instl BlackRock 0	Cash / Money Market	—	—	$363K	1.1%
Fidelity RealEstate Investment Portf Fidelity 0	Mutual Funds	—	—	$186K	0.5%
iShares MSCI EAFE Intl Index K iShares 0	Other securities	—	—	$183K	0.5%
American Funds US Government Sec R6 American Funds 0	Mutual Funds	—	—	$173K	0.5%
(CL) Invesco Discovery R6 Invesco 0	Mutual Funds	—	—	$152K	0.4%
MFS Mid Cap Value R6 MFS 0	Mutual Funds	—	—	$142K	0.4%
DFA U.S. Targeted Value Portfolio I DFA 0	Mutual Funds	—	—	$138K	0.4%
Dodge & Cox Income Fund I Dodge & Cox 0	Mutual Funds	—	—	$94K	0.3%
PIMCO Intl Bond (USDHedged) I PIMCO 0	Mutual Funds	—	—	$14K	<0.1%