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Original filing (PDF)20250729094637NAL0007017954001
TELAMON CORPORATION
Form 5500
FILING_RECEIVED
TELAMON CORPORATION TAX SHELTERED RETIREMENT PLAN
401(k) retirement plan
Active participants
563
Accounts w/ balance
1,162
Plan assets (EOY)
$27.5M
Net assets (EOY)
$27.5M
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)
91
/ 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
65
Vendor stack
100
Participation health
100
Knocking points off
- 58 bps in Schedule C fees — 100% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TELAMON CORPORATION.
Plan sponsor
Name
TELAMON CORPORATION
EIN
56-1022483
Address
5560 MUNFORD ROAD SUITE 201 · RALEIGH, NC · 27612
Phone
(919) 239-8119
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-29
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BDG-CPAS
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $159K | — |
Broker
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CETERA ADVISORS LLC | — | EL SEGUNDO, CA | BROKER/ADVISER | $0 | — |
Investments
28 direct securities· $27.5M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| MassMutual Select T. Rowe Price Retirement 2040 Fund Class I Mutual Funds | — | — | — | $5.1M | 18.6% | |
| MassMutual Select T. Rowe Price Retirement 2050 Fund Class I Mutual Funds | — | — | — | $4.7M | 17.2% | |
| MassMutual Select T. Rowe Price Retirement 2030 Fund Class I Mutual Funds | — | — | — | $3.4M | 12.2% | |
| MassMutual Select T. Rowe Price Retirement 2060 Fund Class I Mutual Funds | — | — | — | $2.2M | 8.0% | |
| American Funds The Growth Fund of America Class R6 Mutual Funds | — | — | — | $2.1M | 7.7% | |
| MassMutual Select T. Rowe Price Retirement 2020 Fund Class I Mutual Funds | — | — | — | $1.2M | 4.3% | |
| Baron Growth Fund Institutional Shares Mutual Funds | — | — | — | $1.1M | 3.8% | |
| MM S&P 500 Index Fund Class I Mutual Funds | — | — | — | $986K | 3.6% | |
| Capital Preservation Account Fixed Annuities | — | — | — | $776K | 2.8% | |
| American Funds American Balanced Fund Class R6 Mutual Funds | — | — | — | $692K | 2.5% | |
| Allspring Special Mid Cap Value Fund - Class R6 Mutual Funds | — | — | — | $591K | 2.2% | |
| MassMutual Global Fund Class I Mutual Funds | — | — | — | $588K | 2.1% | |
| Alger Capital Appreciation Fund Class Z Mutual Funds | — | — | — | $530K | 1.9% | |
| Vanguard Mid-Cap Index Fund Admiral Shares Mutual Funds | — | — | — | $483K | 1.8% | |
| MassMutual Diversified Bond Fund Class I Mutual Funds | — | — | — | $483K | 1.8% | |
| American Funds EuroPacific Growth Fund Class R6 Mutual Funds | — | — | — | $447K | 1.6% | |
| MassMutual US Government Money Market Fund Mutual Funds | — | — | — | $390K | 1.4% | |
| Columbia Dividend Income Fund Institutional 3 Class Mutual Funds | — | — | — | $332K | 1.2% | |
| Invesco Main Street Small Cap Y Fund Mutual Funds | — | — | — | $277K | 1.0% | |
| Western Asset Core Bond Fund Class IS Mutual Funds | — | — | — | $185K | 0.7% | |
| MassMutual Small Company Value Fund Class I Mutual Funds | — | — | — | $180K | 0.7% | |
| Macquarie Small Cap Value Fund Class R6 Mutual Funds | — | — | — | $173K | 0.6% | |
| Vanguard Total International Stock Index Fund Admiral Shares Mutual Funds | — | — | — | $166K | 0.6% | |
| MassMutual Select T. Rowe Price Retirement 2010 Fund Class I Mutual Funds | — | — | — | $141K | 0.5% | |
| Invesco Comstock Fund Class R6 Mutual Funds | — | — | — | $138K | 0.5% | |
| Vanguard Small-Cap Index Fund Admiral Shares Mutual Funds | — | — | — | $137K | 0.5% | |
| MassMutual Select T. Rowe Price Retirement Balanced Fund Class I Mutual Funds | — | — | — | $31K | 0.1% | |
| MassMutual Mid Cap Growth Fund Class I Mutual Funds | — | — | — | $21K | <0.1% |