Back to filter
Original filing (PDF)20250425082152NAL0008672529001
TEKLOC ENTERPRISES LLC
Form 5500-SF
FILING_RECEIVED
TEKLOC 401(K) PLAN
401(k) retirement plan
Active participants
21
Accounts w/ balance
39
Plan assets (EOY)
$8.3M
Net assets (EOY)
$8.3M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TEKLOC ENTERPRISES LLC.
Plan sponsor
Name
TEKLOC ENTERPRISES LLC
EIN
47-4773090
Address
6022 W CHESTER PIKE STE 100 · NEWTOWN SQUARE, PA · 190731016
Phone
(610) 647-7475
Industry
Finance & Insurancesee 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
2025-04-25
Pension benefit codes
2A · Age/service weighted or new comparability
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
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Finance & Insurance plans
IRIDIAN ASSET MANAGEMENT LLC
IRIDIAN ASSET MANAGEMENT LLC 401(K) PLAN
$8.3M · 9 participants
OLYMPIC FOUNDRY, INC.
OLYMPIC FOUNDRY, INC. RETIREMENT SAVINGS PLAN
$8.3M · 48 participants
BURNEY PARTNERS, LLC
BURNEY PARTNERS LLC 401(K) PROFIT SHARING PLAN
$8.3M · 20 participants
MAIN STREET FINANCIAL SOLUTIONS, LLC
MAIN STREET FINANCIAL SOLUTIONS 401(K)
$8.3M · 42 participants
INDEPENDENT INVESTORS INC.
INDEPENDENT INVESTORS INC. PROFIT SHARING PLAN
$8.3M · 6 participants
GILBERT & COOK, INC.
GILBERT & COOK, INC. 401(K) PLAN
$8.3M · 34 participants
Large plans in Pennsylvania
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY INSTITUTIONAL TOTAL INTERNATIONAL STOCK MARKET INDEX TRUST II
$223.1B
VANGUARD FIDUCIARY TRUST COMPANY
VFTC INSTITUTIONAL 500 INDEX TRUST
$183.5B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2035 MASTER TRUST
$116.3B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2045 MASTER TRUST
$109.4B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2040 MASTER TRUST
$108.2B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2030 MASTER TRUST
$106.2B
