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Original filing (PDF)20251010073718NAL0017343970001
TARKETT FINANCE INC.
Form 5500
FILING_RECEIVED
TARKETT 401(K) PLAN
401(k) retirement plan
Active participants
3,502
Accounts w/ balance
3,081
Plan assets (EOY)
$286.6M
Net assets (EOY)
$286.6M
How this plan invests
This plan
14 pooled trusts
Schedule D
25 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
80
Vendor stack
100
Participation health
100
Knocking points off
- 15 bps in Schedule C fees — modestly above peer band of 10 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TARKETT FINANCE INC..
Plan sponsor
Name
TARKETT FINANCE INC.
EIN
52-2066880
Address
30000 AURORA ROAD · SOLON, OH · 44139
Phone
(440) 903-4074
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
007
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-10
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2E · Profit-sharing
2S · Automatic enrollment
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
3D · Pre-approved plan (master / prototype / VS)
2R · Participant-directed brokerage (SDBA)
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $239K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $115K | — |
| AON INVESTMENTS USA INC | 36-3109431 | — | ADVISOR | $73K | — |
Investments
23 direct securities · 14 pooled funds· $411.2M(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
$260.9M
23 holdings
Common Collective Trust
$150.2M
14 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund | — | — | — | $40.0M | 13.9% | |
| Fidelity Contrafund K6 | — | — | — | $37.8M | 13.2% | |
| T. Rowe Price Retirement 2030 Fund | — | — | — | $24.6M | 8.6% | |
| TRP RETIRE 2030 A T. ROWE PRICE TRUST COMPANY · EIN 38-7010946 / PN 001 | Common Collective Trust | — | — | $24.6M | 8.6% | |
| T. Rowe Price Retirement 2035 Fund | — | — | — | $22.2M | 7.7% | |
| TRP RETIRE 2035 A T. ROWE PRICE TRUST COMPANY · EIN 36-7595013 / PN 001 | Common Collective Trust | — | — | $22.2M | 7.7% | |
| T. Rowe Price Retirement 2040 Fund | — | — | — | $19.7M | 6.9% | |
| TRP RETIRE 2040 A T. ROWE PRICE TRUST COMPANY · EIN 35-6941729 / PN 001 | Common Collective Trust | — | — | $19.7M | 6.9% | |
| TRP STABLE VALUE T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $15.1M | 5.3% | |
| T. Rowe Price Retirement 2050 Fund | — | — | — | $13.1M | 4.6% | |
| TRP RETIRE 2050 A T. ROWE PRICE TRUST COMPANY · EIN 30-6303214 / PN 001 | Common Collective Trust | — | — | $13.1M | 4.6% | |
| T. Rowe Price Retirement 2045 Fund | — | — | — | $12.5M | 4.4% | |
| TRP RETIRE 2045 A T. ROWE PRICE TRUST COMPANY · EIN 32-6199848 / PN 001 | Common Collective Trust | — | — | $12.5M | 4.4% | |
| T. Rowe Price Retirement 2025 Fund | — | — | — | $11.4M | 4.0% | |
| TRP RETIRE 2025 A T. ROWE PRICE TRUST COMPANY · EIN 37-6495447 / PN 001 | Common Collective Trust | — | — | $11.4M | 4.0% | |
| T. Rowe Price Mid-Cap Growth Fund | — | — | — | $10.9M | 3.8% | |
| RT GQG INTL EQ CIT D RELIANCE TRUST COMPANY · EIN 82-6253445 / PN 011 | Common Collective Trust | — | — | $10.5M | 3.7% | |
| Baird Core Plus Institutional | — | — | — | $9.9M | 3.5% | |
| PGIM Jennison Small Company Fund | — | — | — | $8.8M | 3.1% | |
| T. Rowe Price Retirement 2055 Fund | — | — | — | $8.3M | 2.9% | |
| TRP RETIRE 2055 A T. ROWE PRICE TRUST COMPANY · EIN 35-6941728 / PN 001 | Common Collective Trust | — | — | $8.3M | 2.9% | |
| Fidelity Self-Directed brokerage accounts | — | — | — | $8.0M | 2.8% | |
| T. Rowe Price Retirement 2020 Fund | — | — | — | $6.2M | 2.2% | |
| TRP RETIRE 2020 A T. ROWE PRICE TRUST COMPANY · EIN 36-7594871 / PN 001 | Common Collective Trust | — | — | $6.2M | 2.2% | |
| Vanguard FTSE All-World Ex-US Index Fund Investor Shares | — | — | — | $6.2M | 2.2% | |
| Participants Participant Loans Rates from 4.25% to 9.50% - | — | — | — | $5.6M | 2.0% | |
| Fidelity Extended Market Index Fund | — | — | — | $5.4M | 1.9% | |
| T. Rowe Price Retirement 2060 Fund | — | — | — | $4.1M | 1.4% | |
| TRP RETIRE 2060 A T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 018 | Common Collective Trust | — | — | $4.1M | 1.4% | |
| Vanguard Total Bond Market Index Fund Signal Admiral Shares | — | — | — | $1.8M | 0.6% | |
| T. Rowe Price Retirement 2015 Fund | — | — | — | $1.8M | 0.6% | |
| TRP RETIRE 2015 A T. ROWE PRICE TRUST COMPANY · EIN 35-6941654 / PN 001 | Common Collective Trust | — | — | $1.8M | 0.6% | |
| PIMCO Inflation Response Multi-Asset Fund | — | — | — | $1.8M | 0.6% | |
| T. Rowe Price Retirement 2010 Fund | — | — | — | $592K | 0.2% | |
| TRP RETIRE 2010 A T. ROWE PRICE TRUST COMPANY · EIN 32-6199795 / PN 001 | Common Collective Trust | — | — | $592K | 0.2% | |
| T. Rowe Price Retirement 2005 Fund | — | — | — | $152K | <0.1% | |
| TRP RETIRE 2005 A T. ROWE PRICE TRUST COMPANY · EIN 61-6434302 / PN 001 | Common Collective Trust | — | — | $152K | <0.1% |
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