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Original filing (PDF)20251014125543NAL0001375747001
TECAN U.S., INC.
Form 5500
FILING_RECEIVED
TECAN U.S. INC. 401(K) PLAN
401(k) retirement plan
Active participants
905
Accounts w/ balance
1,315
Plan assets (EOY)
$139.5M
Net assets (EOY)
$139.5M
How this plan invests
This plan
17 pooled trusts
Schedule D
33 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
- 15 bps in Schedule C fees — 52% above peer band of 10 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TECAN U.S., INC..
Plan sponsor
Name
TECAN U.S., INC.
EIN
56-1337248
Address
9401 GLOBE CENTER DRIVE · SUITE 140 · MORRISVILLE, NC · 27560
Phone
(800) 352-5128
Industry
Wholesale 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
2025-10-14
Pension benefit codes
2S · Automatic enrollment
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
THOMAS, JUDY & TUCKER, P.A.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $136K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MMA SECURITIES | 22-3570392 | — | ADVISOR | $75K | — |
Investments
30 direct securities · 17 pooled funds· $226.2M(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
$134.3M
30 holdings
Common Collective Trust
$91.9M
17 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index | — | — | — | $16.9M | 12.1% | |
| T. Rowe Price Retirement 2030 G | — | — | — | $12.6M | 9.0% | |
| TRP RETIRE 2030 G T. ROWE PRICE TRUST COMPANY · EIN 35-2425740 / PN 001 | Common Collective Trust | — | — | $12.6M | 9.0% | |
| T. Rowe Price Retirement 2040 G | — | — | — | $12.3M | 8.8% | |
| TRP RETIRE 2040 G T. ROWE PRICE TRUST COMPANY · EIN 47-1088316 / PN 001 | Common Collective Trust | — | — | $12.3M | 8.8% | |
| T. Rowe Price Retirement 2035 G | — | — | — | $12.1M | 8.7% | |
| TRP RETIRE 2035 G T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 003 | Common Collective Trust | — | — | $12.1M | 8.7% | |
| Fidelity Stable Value Portfolio III | — | — | — | $9.7M | 7.0% | |
| T. Rowe Price Retirement 2045 G | — | — | — | $9.5M | 6.8% | |
| TRP RETIRE 2045 G T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $9.5M | 6.8% | |
| FA STABLE VALUE III FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 026 | Common Collective Trust | — | — | $9.1M | 6.5% | |
| Loomis Sayles Growth Y | — | — | — | $8.3M | 5.9% | |
| T. Rowe Price Retirement 2050 G | — | — | — | $7.7M | 5.5% | |
| TRP RETIRE 2050 G T. ROWE PRICE TRUST COMPANY · EIN 30-6539250 / PN 001 | Common Collective Trust | — | — | $7.7M | 5.5% | |
| T. Rowe Price Retirement 2025 G | — | — | — | $6.5M | 4.7% | |
| TRP RETIRE 2025 G T. ROWE PRICE TRUST COMPANY · EIN 36-7594874 / PN 001 | Common Collective Trust | — | — | $6.5M | 4.7% | |
| JPMorgan U.S. Equity R6 | — | — | — | $5.4M | 3.9% | |
| T. Rowe Price Retirement 2055 G | — | — | — | $5.2M | 3.7% | |
| TRP RETIRE 2055 G T. ROWE PRICE TRUST COMPANY · EIN 61-6434302 / PN 001 | Common Collective Trust | — | — | $5.2M | 3.7% | |
| T. Rowe Price Retirement 2060 G | — | — | — | $4.8M | 3.4% | |
| TRP RETIRE 2060 G T. ROWE PRICE TRUST COMPANY · EIN 52-6559833 / PN 002 | Common Collective Trust | — | — | $4.8M | 3.4% | |
| T. Rowe Price Retirement 2020 G | — | — | — | $4.4M | 3.1% | |
| TRP RETIRE 2020 G T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 006 | Common Collective Trust | — | — | $4.4M | 3.1% | |
| Fidelity Extended Market Index | — | — | — | $2.7M | 1.9% | |
| BlackRock Equity Dividend Instl | — | — | — | $2.7M | 1.9% | |
| Participant Loans ** Interest Rates (4.25% - 9.50%) | — | — | — | $2.3M | 1.6% | |
| SMALL CAP GROWTH R1 GREAT GRAY TRUST COMPANY · EIN 38-4097324 / PN 487 | Common Collective Trust | — | — | $2.0M | 1.4% | |
| MID CAP GROWTH R1 GREAT GRAY TRUST COMPANY · EIN 38-4126247 / PN 549 | Common Collective Trust | — | — | $2.0M | 1.4% | |
| Allspring Special Small Cap Value Fund Instl | — | — | — | $1.9M | 1.4% | |
| MID CAP VALUE R1 GREAT GRAY TRUST COMPANY · EIN 38-4139822 / PN 616 | Common Collective Trust | — | — | $1.9M | 1.3% | |
| Fidelity Strategic Income I | — | — | — | $1.5M | 1.0% | |
| T. Rowe Price Retirement 2005 G | — | — | — | $1.4M | 1.0% | |
| TRP RETIRE 2005 G T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 014 | Common Collective Trust | — | — | $1.4M | 1.0% | |
| Fidelity U.S. Bond Index | — | — | — | $1.3M | 1.0% | |
| JPMorgan Core Bond I | — | — | — | $1.1M | 0.8% | |
| Fidelity Global Extended Market U.S. Index | — | — | — | $1.0M | 0.7% | |
| Cohen & Steers Real Estate Securities Fund Class Z | — | — | — | $888K | 0.6% | |
| T. Rowe Price Overseas Stock I | — | — | — | $672K | 0.5% | |
| BlackRock Emerging Markets I | — | — | — | $443K | 0.3% | |
| Principal Diversified Real Asset Instl | — | — | — | $440K | 0.3% | |
| T. Rowe Price Retirement 2010 G | — | — | — | $437K | 0.3% | |
| TRP RETIRE 2010 G T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 009 | Common Collective Trust | — | — | $437K | 0.3% | |
| T. Rowe Price Retirement 2015 G | — | — | — | $111K | <0.1% | |
| TRP RETIRE 2015 G T. ROWE PRICE TRUST COMPANY · EIN 37-6495447 / PN 001 | Common Collective Trust | — | — | $111K | <0.1% | |
| T. Rowe Price Retirement 2065 G | — | — | — | $49K | <0.1% | |
| TRP RETIRE 2065 G T. ROWE PRICE TRUST COMPANY · EIN 85-1763138 / PN 001 | Common Collective Trust | — | — | $49K | <0.1% | |
| Fidelity Government Money Market | — | — | — | $2K | <0.1% |
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